Asst Manager customer service for a Finnancial services company at Goregaon East , Mumbai @ Visishta Consulting

Role Asst Manager customer services

company Financial services company which is into Wealth management in FINTECH Platfrom

Exp 5+yrs

Salary upto 7 lacs

JD

Job Title:Asst. Manager Customer Service Financial Service Industry - Mumbai
Job Description:Our Company is a part of one of Asias largest wealth management fintech platforms. Founded and headquartered in Singapore in 2000, is also listed on the Singapore Stock Exchange since 2014. The group provides a comprehensive range of investment products and services to financial advisory firms, financial institutions, banks, multinational companies, as well as retail and high net worth investors in Asia. They have presence in five markets across Asia, including Hong Kong, Malaysia, India and China
Company offers an online mutual funds distribution platform for retail investors as well as independent financial advisers in India. Some of the services provided include in-house research and global perspectives, access to expert opinions from the industry and more importantly, an online account allowing them to invest in mutual funds.
Job Title: Asst. Manager Customer Service Financial Service Industry - Mumbai
Job Responsibilities
Ensure smooth operations within the company with a focus to improve company efficiency
Ensure query resolution within TAT by coordinating with internal / external parties
Receive calls from and make outbound calls to clients to understand their queries and help in resolution
Conduct root-cause analysis of client queries and find corrective / preventive action
Help clients with possible solution by understanding the regulatory framework and operation workflow
Conduct period calls with clients on pending queries / escalations
Prepare weekly data for clients giving comparative analysis of total transactions processed, margin of error, status of open queries etc.
Prepare and maintain query master for each client
Ensure queries are not repeated by implementing permanent solution
Liaise with RnTs and AMCs with regards to orders and other operational matters
Assist in implementing procedures to streamline the Operations daily work and improve efficiencies and revising of workflows
Propose new enhancement and products of existing system
Any other duties as assigned to you
Key Skills:Key Skills:
Good verbal and written communication skills
Able to effectively work under tight deadlines
Manage multiple projects independently and simultaneously
Strong organizational skills and attention to detail
Ability to work in a very fast paced environment
Mandatory:
Broad knowledge in equity and mutual funds and other financial products
Industry: Financial Service Industry Preferred
Gender: Open
Experience: 5-8 years of relevant experience in a broad range of sales support related roles in the financial industry
Job Location: Goregaon East, Mumbai
Working Days: 5 days
Qualification: Post Graduate/Graduate Degree in Commerce
Notice Period: Immediate to 30 days
Relocation candidates:
if having above cited experience as per JD please share your resume with current ctc, expected ctc notice period to [Confidential Information]

KSRRAO

VISISHTACONSULTING

ph 8008379***