Job
Description
As one of the world s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If youre looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day! Job Description Acceptance and scrutiny of financial and non-financial transaction over the counter. Addressing queries of walk-in investors and distributors. Time-stamping applications and ensuring necessary system entries and dispatch to RTA local branch Coordinate with RTA branches which are part of the corresponding Zone and with local sales team for their queries and complaints. Support the sales team w. r. t. new product information, regulatory changes etc. Liaison between Sales / Branch CSO and RTA for quick resolution of queries and grievances Regular update to sales RMs through MIS of transactions received, rejections, follow-ups and other operations issues Arranging monthly con-call with sales team and RTA to address ongoing concerns and conduct briefing on new processes Provide prompt and accurate details of products / schemes to investors and distributors. Ensure a good customer experience and effectively manage grievances / complaints, queries, etc. over phone / email / chat etc. Participate in IFA engagement program to activate dormant IFA s and mobilize business Manage the onboarding of investors through Video KYC platform of the AMC Provide feedback and suggestions on products / processes of peers and best practice sharing. Share ideas and suggestions on process automation and improvement of productivity Liaison and coordination with AMC branches and CSO s across India Generating MIS reports for the regulatory activities or transaction reporting Demonstrate high levels of quality and compliance Educational Qualifications & Experience : Graduate with minimum 5 years experience in branch operations for a Mutual Fund / AMC Good knowledge of MS-Office applications especially MS-Excel and MS-Word Familiarity and experience managing regulatory procedures, documentation, and AMC policy frameworks (KYC, AML, SID, KIM etc. ) will be preferred NISM VA certified Personal Characteristics & Behaviors : Excellent communication skills with good command over English (verbal and written) Ability to listen and convey information effectively Strong attention to detail and quality Proactive individual with high levels of motivation and energy At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least four days a week, with two days working outside an Invesco office. Why Invesco What s in it for you? 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 Dress for your Day As one of the world s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If youre looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day! Job Description Acceptance and scrutiny of financial and non-financial transaction over the counter. Addressing queries of walk-in investors and distributors. Time-stamping applications and ensuring necessary system entries and dispatch to RTA local branch Coordinate with RTA branches which are part of the corresponding Zone and with local sales team for their queries and complaints. Support the sales team w. r. t. new product information, regulatory changes etc. Liaison between Sales / Branch CSO and RTA for quick resolution of queries and grievances Regular update to sales RMs through MIS of transactions received, rejections, follow-ups and other operations issues Arranging monthly con-call with sales team and RTA to address ongoing concerns and conduct briefing on new processes Provide prompt and accurate details of products / schemes to investors and distributors. Ensure a good customer experience and effectively manage grievances / complaints, queries, etc. over phone / email / chat etc. Participate in IFA engagement program to activate dormant IFA s and mobilize business Manage the onboarding of investors through Video KYC platform of the AMC Provide feedback and suggestions on products / processes of peers and best practice sharing. Share ideas and suggestions on process automation and improvement of productivity Liaison and coordination with AMC branches and CSO s across India Generating MIS reports for the regulatory activities or transaction reporting Demonstrate high levels of quality and compliance Educational Qualifications & Experience : Graduate with minimum 5 years experience in branch operations for a Mutual Fund / AMC Good knowledge of MS-Office applications especially MS-Excel and MS-Word Familiarity and experience managing regulatory procedures, documentation, and AMC policy frameworks (KYC, AML, SID, KIM etc. ) will be preferred NISM VA certified Personal Characteristics & Behaviors : Excellent communication skills with good command over English (verbal and written) Ability to listen and convey information effectively Strong attention to detail and quality Proactive individual with high levels of motivation and energy At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least four days a week, with two days working outside an Invesco office. Why Invesco What s in it for you? 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 Dress for your Day
