Deputy Manager - Customer Service and Operations

Invesco

3 - 6 years

6 - 10 Lacs

Mumbai

Posted:2 weeks ago| Platform:

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Skills Required

Career development Mutual funds Diversity and Inclusion HTML Customer service Investment management Medical insurance MS Office CRM

Work Mode

Work from Office

Job Type

Full Time

Job Description

Perform branch operation functions such as receiving/ verifying applications and time stamping. Ensuring timely submission to local RTA branch and reporting of the same in AMC CRM.
Attend to branch walk-in/ phone/ emails from investors / distributors. Ensure a good customer experience and effectively manage grievances / complaints
Manage the admin function of the branch
Support the sales team w. r. t. new product information, regulatory changes etc.
Manage the onboarding of investor.
Liaison and coordination with AMC branches and CSO s across India.

The Experience You Bring:

Minimum 2 years experience in Mutual Fund / AMC
Good knowledge of MS-Office applications especially MS-Excel
Familiarity with regulatory procedures, documentation and knowledge of MF is required
NISM Series V - Mutual Funds Distributor Module certified

Our benefit policy includes but not limited to:

Competitive Compensation
Flexible, Hybrid Work
30 days Annual Leave + Public Holidays
Life Insurance
Retirement Planning
Group Personal Accident Insurance
Medical Insurance for Employee and Family
Annual Health Check-up
26 weeks Maternity Leave
Paternal Leave
Adoption Leave
Near site Childcare Facility
Employee Assistance Program
Study Support
Employee Stock Purchase Plan
ESG Commitments and Goals
Business Resource Groups
Career Development Programs
Mentoring Programs
Invesco Cares
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