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Branch Executive- Investor Services.

- 2 YearsPune

Posted: Few Hours Ago

Job Description

  1. Acceptance of Investment application, KYC application etc. from walk In Investors and distributors/Sales team and necessary due diligence from PMLA perspective.
  2. Reporting of transactions and KYC application and entering the same in the System.
  3. Regular client servicing as part of supporting business development function.
  4. Coordinating with R&T (Registrar and Transfers) management , sales and operations.
  5. Coordinating and ensuring compliance of client documents solution and adhering to regulations.

Primary Responsibility:

1. Accepting and reporting of Investment application, KYC application etc. from walk In Investors and distributor.
2. Coordinating with R&T and other Internal and External Team for Servicing all investor and distributor queries .

Acceptance of Investment application, KYC application etc. from walk In Investors and distributors/Sales team and necessary due diligence from PMLA perspective.
2.Reporting of transactions and KYC application and entering the same in the System.

3.Regular client servicing as part of supporting business development function.
4.Coordinating with R&T (Registrar and Transfers) management , sales and operations.
5.Coordinating and ensuring compliance of client documents solution and adhering to regulations.

Primary Responsibility:

1. Accepting and reporting of Investment application, KYC application etc. from walk In Investors and distributor.


2. Coordinating with R&T and other Internal and External Team for Servicing all investor and distributor queries .


3.Knowledge - product & R& T (Registrar and Transfers)


4.Effective Client Engagement


5.Project Management




Salary: Not Disclosed by Recruiter
Industry: Banking / Financial Services / Broking
Functional Area: ITES, BPO, KPO, LPO, Customer Service, Operations
Role Category: Back Office/Web/Transaction Processing
Role: Associate/Senior Associate -(NonTechnical)
Keyskills:

Desired Candidate Profile

Please refer to the Job description above

Company Profile

QUANTUM ASSET MANAGEMENT COMPANY PRIVATE LIMITED.
Quantum Asset Management Company (Quantum AMC), founded by Mr. Ajit Dayal, was established in the year 2006 as India's first dedicated, direct-to-investor mutual fund house. At Quantum, we aim to be India's most respected mutual fund house by adhering to traditional values of simplicity, transparency and integrity while continuing to deliver steady performance over the long term. Quantum believes that investing is really simple and not as complicated as it is made out to be. Ethics, self-belief and innovation are three pillars upon which each department of Quantum stands.
View Contact Details+
Contact Details

Recruiter Name:HR

Contact Company:QUANTUM ASSET MANAGEMENT COMPANY PRIVATE LIMITED.

Email :Shreya@QuantumAMC.com,kirti@quantumamc.com

Website:http://careers.quantumamc.com