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Business Descriptor:
We are currently seeking an experienced professional to joinThe Global Asset Managementteam.
Principal Responsibilities
· To ensure timely and error free reporting of transactions received at the ISC.
· Act as a point of Escalation and keep a track of high aging cases for the locations mapped and ensure responses are sent in line with complaints Policy.
· To ensure the locations mapped are uniformly following BAU are strictly adhering to audit requirements.
· To have regular meetings with MFD’s to create awareness of self-service options latest regulations.
· To use the CRM(SFDC) appropriately ensure team uses it to capture all activities, complaints, queries monitor ageing tagging accordingly.
· To Handle Institutional desk, if applicable ensure institutional transactions are handled as per the set process. Ensure daily coordination with corporate customers and provide best in class services.
· Manage customer communication effectively to ensure timely resolution.
· Explore and suggest initiatives that contribute to achieve customer delight.
· Interact closely with Mutual Fund Distributors and Sales team to ensure that there is no lapse in service.
· Have close interface with service providers and highlight any discrepancies of gaps noticed on a timely manner.
· Enhance Customer Service experience through increased sensitivity in managing customer/ distributor interfaces.
· Ensure appropriate record keeping of documents and all branch Controls are maintained in a manner that no adverse comment is marked in Audits.
· Contribute to projects assigned and complete the same as per the Project plan.