Job Title

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