Job Description - Officer - Client Service

What is the roles objective?

To be able to execute all Client Service functions at the front desk of Jaipur Branch including handling of petty cash / vendor payments.
The RR locations of Ajmer, Udaipur and Kota also route all their queries to Jaipur
Acceptance & time stamping of applications, handling walk in clients for their queries and complaints. Proper scrutiny & other quality checks for an application form. Ability to complete standard verification from client/distributor.
Filling of deposit slip and handling cheque banking as per guidelines. Reporting of large value transactions through the TITAN reporting system.
Should be able to handle inbound/ outbound calls.
Branch Administration related work / correspondence with different functions.
Ability to coordinate and work with Registrar/Head Office/ Vendors.
Coordination with Sales team and resolving their queries.

What skills do you need to possess?

What is the prior experience expected?

Minimum 6 months to max 1 year. Preferably from Mutual Fund Background or from Banks

What qualification you should have?

Graduate with Commerce Stream/MBA Finance

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Officer - Client Service

Job Description - Officer - Client Service