Assistant Manager - Customer Service
📍 Goa/ Patna/ Cochin
💼 Experience: 1 Year Max
- Scrutiny of Applications-Checking signature/payment instrument/application form/PAN Bank KYC
- Maintaining the MIS of Investments reported on a daily basis
- Reporting the DTR of Liquid and Treasury Plus Zero balance to the H.O/Karvy on excel with minimum data entry.
- Generating the Statement of Accounts as per Investor/MSF Requests.
- Processing the Investor Request, Additional Purchase, redemption, switches, etc.
- NFO Processing- Data entry on excel, reporting the same to HO, Co-coordinating with bank, following up for NIGO cases.
- Visiting Karvy for submitting application form (Most of the location where there is no office boy.