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NJ India Invest
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PMS Operations

PMS Operations

NJ India Invest

0 years

3 - 8 Lacs

surat

Posted:2 days ago| Platform: GlassDoor logo

Apply

Skills Required

transactions sip training service compliance development tracking video

Work Mode

On-site

Job Type

Part Time

Job Description

Job description

Primary role

Performing checker role for transactions like Account Opening, Topup, Switch In, SIP & STP In.
Liasoning with Custodian for NRI account opening including PIS account opening.
Performing checker role for Non Financial transactions.
Solving Client's Grievances within TAT & maintaining Grievance register. Handling Queries escalations and Calls from Distributors & sales team.
Liasoning with cross functions and vendors like Payment Gateway, Custodian, Stamp vendors, KRAs, etc. Arranging various training to Customer Service and Branch Operations team. Executing Tasks allotted by Superior and preparing various MIS as required.
Performing PMLA related check points and Due diligence of clients at the time of account opening and ongoing transactions To be implemented.
Follow up & Escalations for pending documents / Compliance requirement like PAN-Aadhar, Consent/Addendum etc.
Dealing with IT team for technical queries and structured fortnightly review for root level solution. IT development related to PMS and structured review Providing requirement, tracking of development, performing UAT, etc.

Job Overview (5939)

Experience
36 Month(s).

City
Surat.

Qualification
MBA/PGDM

Area of Expertise
PMS Operations Technical Knowledge

Prefer Gender
Male

Function
AMC - OPERATIONS

Audio / Video Profile
NA

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