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DSP Investment Managers
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Office - Client Service

Office - Client Service

DSP Investment Managers

5 - 6 years

4 - 7 Lacs

Mumbai

Posted:2 days ago| Platform:

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Skills Required

Outbound Front desk Head Business Development Excel Sales Client servicing Mutual funds Registrar Banking Vendor payments

Work Mode

Work from Office

Job Type

Full Time

Job Description

What is the roles objective?

To be able to execute all client response functions at front desk of Mumbai Branch including handling of petty cash / vendor payments.
Acceptance & time stamping of applications, handling walk in clients for their queries and complaints. Proper scrutiny & other quality checks for an application form. Ability to complete standard verification from client/distributor.
Filling deposit slip and handling cheque banking as per guidelines. Reporting of large value transactions through the system.
Should be able to handle in bound/ outbound calls.
Branch Administration related work/ correspondence with different functions.
Ability to coordinate and work with Registrar/Head Office/ Vendors.
Coordination with Sales team and resolving their queries.

What skills do you need to possess?

Positive attitude and disciplined approach.
Good communication skills.
Desire to learn and excel.

What is the prior experience expected?

5-6 years. Preferably from Mutual Fund Background or from Banks

What qualification you should have?

Graduate

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