Roles and Responsibilities
Main Skill: Mutual Funds transaction processing or application processing
• Handling customer/Internal queries (transaction status, account statements, etc.)
• Handling execution of investment and related transactions for clients
• Taking ownership of customers issues and following problems through to resolution
• Interacting with vendors to facilitate customer service
• Ensure processing of applications forms for mutual fund, insurance and other transactions (scrutinizing, scanning, data entry, dispatching for processing) every day within deadlines.
• Maintain 100% system adherence by monitoring and tracking the various TATs and SLA laid at each customer interaction point
• Reconciling all the transactions daily
• Team Handling
• Proficient in MS Excel /Exposure to Dashboard management is a plus
• Knowledge of dealing with wealth products like Mutual funds, Insurance.
• MBA/Post Graduate in any discipline. Excellent Academic background
• Experience- min 4 years of Operations exp. in MNC banking domain.


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