The person will manage the back-office operations for Mutual Funds & Insurance. Track business transactions, receipts, reports, etc. Track outward documents & its entries in outward sheet. Old entries to be tallied against report & update accordingly. Handle routine business activities like Account opening, Investment forms processing, modifications in account, transmissions and demat related processes, etc. Portfolio reporting to customers over email and phone at regular intervals like Monthly or Quarterly or as and when required. Maintain customer contact and handle customer queries / service issues Maintain updated client contact records using web utilities. Document all client contacts and service work along with necessary on-boarding requirements. Prepare KYC, MIS and other relevant reports from time to time. Maintain and manage inward and outward couriers. Handle official telephonic calls/emails/skype and client visits to office and ensure proper follow-up is made on the enquiries generated. Maintain and manage Petty Expenses / Utility Bills / Stationery / Photocopy Expenses / Courier Bills / Society Maintenance Bills. Keep a separate diary / book to track all varied expense heads. Minimum 2 years in Mutual Funds or Insurance back office operations _
Responsibilities: Have joint calls with Managers to understand client requirements and prepare minutes of the meeting Follow-up with all stake holders to send requisite details to clients. Manage marketing activities for all regions. Complete account opening formalities, operational aspects related to clients account servicing, insurance proposal building and objection handling, etc. Client on-boarding, demonstrating of Trading and Demat Account, Mobile App, Insurance proposal submissions and uploading, handle insurance claims and queries, etc. Prepare KYC, MIS and other relevant reports from time to time. Handle client queries and support operations team. Handle official telephonic calls/emails/skype/Zoom and client visits to his/her office or residence. Make outbound calls for pre-sales activities Handle inbound calls related to business enquiries.
FIND ON MAP