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27/04 Ankita
Partner at Morpheus Human Consulting Pvt Ltd

Views:133 Applications:52 Rec. Actions:Recruiter Actions:0

Assistant Manager - Customer Service - FinTech (5-8 yrs)

Mumbai Job Code: 157170

Job Title : Asst. Manager - Customer Service - Financial Service Industry - Mumbai

Job Description : 

- Our Company is a part of one of Asia's largest wealth management fintech platforms. Founded and headquartered in Singapore in 2000, is also listed on the Singapore Stock Exchange since 2014. The group provides a comprehensive range of investment products and services to financial advisory firms, financial institutions, banks, multinational companies, as well as retail and high net worth investors in Asia. They have presence in five markets across Asia, including Hong Kong, Malaysia, India and China

- Company offers an online mutual funds distribution platform for retail investors as well as independent financial advisers in India. Some of the services provided include in-house research and global perspectives, access to expert opinions from the industry and more importantly, an online account allowing them to invest in mutual funds.

Job Title : Asst. Manager - Customer Service - Financial Service Industry - Mumbai

Job Responsibilities :

- Ensure smooth operations within the company with a focus to improve company efficiency

- Ensure query resolution within TAT by coordinating with internal / external parties

- Receive calls from and make outbound calls to clients to understand their queries and help in resolution

- Conduct root-cause analysis of client queries and find corrective / preventive action

- Help clients with possible solution by understanding the regulatory framework and operation workflow

- Conduct period calls with clients on pending queries / escalations

- Prepare weekly data for clients giving comparative analysis of total transactions processed, margin of error, status of open queries etc.

- Prepare and maintain query master for each client

- Ensure queries are not repeated by implementing permanent solution

- Liaise with RnTs and AMCs with regards to orders and other operational matters

- Assist in implementing procedures to streamline the Operations daily work and improve efficiencies and revising of workflows

- Propose new enhancement and products of existing system

- Any other duties as assigned to you

Key Skills : 

- Good verbal and written communication skills

- Able to effectively work under tight deadlines

- Manage multiple projects independently and simultaneously

- Strong organizational skills and attention to detail

- Ability to work in a very fast paced environment

Mandatory :

- Broad knowledge in equity and mutual funds and other financial products

Industry : Financial Service Industry Preferred

Gender : Open

Experience : 5-8 years of relevant experience in a broad range of sales support related roles in the financial industry

Job Location : Goregaon East, Mumbai

Working Days : 5 days

Qualification : Post Graduate/Graduate Degree in Commerce

Notice Period : Immediate to 30 days

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