Branch Services
Core
Serve as the primary point of contact for investors across multiple channels, handling account operations, transaction processing, and regulatory compliance for mutual funds.
Role type
Senior IC Branch Services Specialist (Mutual Fund Operations)
Builds
Mutual fund accounts, transaction records, and investor service delivery
Domain
Asset Management / Mutual Funds
Deliverable
client delivery
Required skills
Mutual fund product knowledge, KYC and regulatory compliance (SEBI/AMFI/FATCA), CRM system proficiency, customer complaint resolution, process improvement, stakeholder coordination
Preferred skills
NISM-Series-XIII certification, data analysis, digital adoption initiatives
Technologies
CRM systems, Microsoft Office (Excel, PowerPoint), case/ticket management tools
Responsibilities
Serve as primary contact for investors via phone, email, chat, and branch; Assist with account opening, KYC updates, and transactions; Resolve complaints and service requests within TATs; Coordinate with RTAs, distributors, and custodians; Educate investors on digital platforms; Monitor service quality and operational accuracy; Identify recurring issues for process improvement; Maintain accurate records in CRM; Support product launches and policy changes; Escalate complex risk cases; Contribute to customer retention efforts.
Seniority
Mid-level, hands-on IC