Customer Support Officer -Distribution Sales Channel

Ppfas Asset Management

  • Posted: 5 months ago
  • Openings: 10
  • Applicants: 0

Job Description

  • Direct Credit Rejection, Red Payout Authorisation (Red Alert), MIR 38, NFT rejection
  • Pending & Exemptions for Financial Transaction and Excess Credit / Short Credit
  • Attending walking distributor & investor, Accepting Transactions / Queries
  • . Resolving queries & complaints received from different modes like Calls, emails, WhatsApp, Twitter, exchange and update the same in Query Report
  • Additional activities related to operations & compliance dept.
  • Follow up with CAMS for pending queries & complaints
  • Pickup & Drop Service Planning for Direct / Regular Investor & Distributor and Submission of Applications to cams
  • Looking into queries for ARN empanelment, Self Declaration, Brokerage Related, COBM in Brokerage payout.
  • Maintaining sufficient stock of Applications, Factsheet
  • Maintaining All Notices and circulars in Branch.
  • Providing pre and post sales help to distributor for smooth operation
  • Calling for ARN Validity Expire , Brokerage Recovery, Invalid EUIN, Invalid KYC Data
  • Maintaining Investor friendly Atmosphere and proper coordination between Team and Branch Staff
  • Guiding distributor for distributor app, form fill for offline trxn & guiding for online empanelment.
  • Experience Required: 2 + Years of relevant experience in the Mutual Fund Industry.
  • Graduate in any stream
  • Latest NISM Certification.
  • Should have excellent written and spoken communication skills

More Info

Full Time
o
Not Disclosed
English
Not Disclosed

Education

Any Graduate
Not Disclosed

Required Skills

NISM sales Query resolution compliance Investment Advisory Mutual funds Finance query

Contact Details

Ppfas Asset Management
+91 987654567
email@ppfas.com
  • Experience2 years
  • Salary Above 10 LAKHS ANNUALLY
  • Location for Hiring Hyderabad
  • Apply Now
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