
Waytogo Consulting
Providing effective customer service and Handle Investor Relation for all the branches in the region
Responsible for smooth processing of day-to-day Branch operations
Report complex operational issues to Lead – Branch Coordinator / Branch Head for resolution
Responsible for branch operations activities at all the branches in the region
Co-ordination with Investors / Distributors / Sales Team in the region for excellent Investor servicing.
Co-ordination with R&T operations for smooth processing of transactions in the region.
Customer Service via CRM.
Error free processing of transactions at branches (AMC / K-fin)
Handling Irate stakeholders
Highlighting issues in time
Providing correct solution
Attritions at branches (AMC / K-fin)
Updating regulatory changes at Industry and AMC level
Daily Tracking