Deputy Manager - Alternate Investment Fund

Role & responsibilities

Deputy Manager - Alternate Investment Fund

Preferred candidate profile

• Lead portfolio reviews, managing mutual fund queries, KYC processes, and client servicing for NRI clients.
• Developed and implemented a CRM software tool for Relationship Managers (RMs), significantly enhancing operational efficiency.
• Handled internal audits and completed 3 years of SEBI audit, ensuring compliance with regulatory standards.
• Managed trade and valuation, along with non-financial servicing, both online and offline.
• Spearheaded office process improvements, leading training programs and enhancing team productivity.
• Developed and implemented performance metrics to track individual and team achievements in both customer service.
• Managed day-to-day operations, ensuring that service levels were met and clients' needs were addressed in a timely and professional manner.
• Facilitated training sessions on best practices for customer service, mutual fund offerings, and CRM tool usage, resulting in a improvement in team efficiency.
• Oversaw customer service operations, ensuring that service standards were maintained, and client inquiries were resolved promptly.
• Created regular reports and dashboards for senior management to track customer service performance, sales activities, and CRM usage.

Perks and benefits

5 Days working

General shift timing

Need immediate joiner