Assistant Manager

  • On Roll
  • Delhi
  • 1 month ago

Job Information

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    No. of Openings 1 opening
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    Required Skills : marketing,direct sales,stakeholder management,sales management,asset management,sales,operations management
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    Job Experience : 2 - 5 years
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    Job Qualifications Bachelor's Degree

Job Description


Transaction processing

  • Processing of transactions as per regulatory guidelines and within the laid down SOPs including PMS transactions
  • Processing KYC applications and reconciling the KYC status and ensuring collection of pending documents to facilitate completeness of documentation requirement
  • Data enrichment to facilitate transactional convenience and information dissemination o Processing KYC applications for customer acquisition o Scrutinizing PMS applications for account opening and subsequent servicing of PMS accounts
  • To handle transmission cases promptly and with empathy and due diligence

Regulatory Compliance

  • Display of NAV and addendum as per the guidelines 
  • Managing DTSM as per the guidelines and SOPs 
  • Ensuring no regulatory deviation in the branch related to transaction processing 

Stakeholder Management

  • To liaise with Banks, Sales Team and HO from time to time for transaction related activities 
  • To liaise with Sales / Sales Support to clear any issues related to transaction processing 
  • To build a strong relationship with service providers/vendors like RTA, bankers, courier, etc. at local level 
  • Servicing IFAs pertaining to branches and MR locations 

To manage customer queries, requirements and issues

  • To ensure to tag all interactions happened in the branch appropriately w. r. t. queries, requirements and issues as well as processing of transmission claims  
  • To ensure to maximise queries resolution at the time of raising 
  • Timely and accurate intimation of TRO’s to customers to ensure win-backs. 
  • To ensure adherence of TAT in case of requirements and issues 
  • To escalate at various levels in case of possible TAT burst of issue and requirements tagged