Posted:1 day ago|
Platform:
On-site
Full Time
Provide fundamental support in all phases of client service, client relationship building
and account maintenance to assist the business activities of Relationship Managers
Assisting Sales on Service queries and resolution of Investor and distribution queries
Processing client KYC in mutual funds for resident Individual, NRI and company
accounts
Documenting PMS, AIF and Bonds application of client
Processing Broker code change, Bank Mandate in client Mutual Fund Investment
Maintaining and publishing productivity report at Unit Level
Identifying gaps and ensuring it closure
Providing services to Preferred Clients in mutual fund, Market
Linked Debentures and other Investment products
Assisting RMs in Signing on new clients and helping them through onboarding process
Maintaining, Publishing and Reporting Unit level business data with revenue
Cross-training existing employees to maximize team agility and performance.
Assisting the team in Onboarding and Exit Formalities
Anand Rathi Share and Stock Brokers Ltd
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