Branch Services
Core
Manage branch operations, handle customer and distributor queries via calls/walk-ins/email, and ensure seamless service delivery through liaison with CAMS/KARVY POS.
Role type
Branch Services Associate (Customer Service & Operations)
Builds
Operational support for mutual fund distributors and client service delivery
Domain
Financial Services / Asset Management / Mutual Funds
Deliverable
client delivery
Required skills
query management, distributor relationship management, regulatory compliance adherence, MIS reporting, process standardization, stakeholder liaison
Preferred skills
finance/accounting background, market condition analysis, error trend analysis, high-volume activity handling
Technologies
CAMS, KARVY POS, MIS tools
Responsibilities
Manage calls, walk-ins, letters, and email queries; Liaise with CAMS for seamless service delivery; Track queries and perform NIGO checks; Prepare monthly MIS and error trend reports; Maintain effective communication channels with distributors and POS; Adhere to legal and compliance requirements; Handle operational activities of the branch.
Seniority
Entry-level to Junior (0-2 years experience)