Investor Service Executive

Role & responsibilities

• Perform error free branch operations related to Investor services, Sales Support function
• Effective Sales support including the transaction & service related queries of the distributors & Investors
• Effective Q/R/C Management related to Investor/Distributor Q/R/C
• Database & inventory management
• Coordination of the dispatch of forms, marketing collaterals, brokerage structure, etc
• Accurate preparation & timely sharing of the Sales MIS with the RM's
• Expense management & other admin related activities for the sales team
• Handling client calls & RM servicing
• Visiting Distributors periodically and updating service initiatives
• Acting as a single point contact for Preferred Distributors

Preferred candidate profile

• MBA with work experience of 2 to 4
• NISM certification
• Team Management
• Service Orientation
• Good understanding and interpretation of financial market data
• Proficiency in MS office
• Strong understanding of changing dynamics of Mutual Fund Industry
• Have organized approach towards individual & team goals