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Updated: April 25, 2022
Location: Jharkhand, India
Organization: Financial Services
Job Description:
Key Result Areas (Max 1325 Characters)
Supporting Actions (Max 1325 Characters)
4) Key Result Areas: Write the key results expected from the job and the supporting actions for each of these key result areas (For a majority of jobs typically there could be 4- 7 key result areas)- Maximum 10 KRAs can be updated
Key Result Areas (Max 1325 Characters)
Supporting Actions (Max 1325 Characters)
Transaction processing
- o Processing of transactions as per regulatory guidelines and within the laid down SOPs including PMS transactions
- o Processing KYC applications and reconciling the KYC status and ensuring collection of pending documents to facilitate completeness of documentation requirement
- o Data enrichment to facilitate transactional convenience and information dissemination
- o Processing KYC applications for customer acquisition
- o Scrutinising PMS applications for account opening and subsequent servicing of PMS accounts
- o To handle transmission cases promptly and with empathy and due diligence
Regulatory Compliance
- o Display of NAV and addendum as per the guidelines
- o Managing DTSM as per the guidelines and SOPs
- o Ensuring no regulatory deviation in the branch related to transaction processing
Stakeholder Management
- o To liaise with Banks, Sales Team and HO from time to time for transaction related activities
- o To liaise with Sales / Sales Support to clear any issues related to transaction processing
- o To build a strong relationship with service providers/vendors like RTA, bankers, courier, etc. at local level
- o Servicing IFAs pertaining to branches and MR locations
To manage customer queries, requirements and issues
- o 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
- o To ensure to maximise queries resolution at the time of raising
- o Timely and accurate intimation of TRO’s to customers to ensure win-backs.
- o To ensure adherence of TAT in case of requirements and issues
- o To escalate at various levels in case of possible TAT burst of issue and requirements tagged
Qualifications:
Other Degree
Minimum Experience Level:
3-5 Years
Report to:
Associate Vice President
