Team Member - Client Relation & Operation - Jodhpur

Jodhpur, Rajasthan
Permanent
Full-time

24 days ago

Job Description:Principal AccountabilitiesAccountabilitySupporting ActionsTransaction 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
Processing KYC applications for customer acquisition
Scrutinising 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

Aditya Birla Group

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