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13/01 Aditi Panjwani
Partner at Infinite HR

Views:38 Applications:13 Rec. Actions:Recruiter Actions:3

Manager - Customer Service - Broking Firm (3-5 yrs)

Pune Job Code: 142849

- Manage queries of internal & external stake holders - with respect to documentation/Broking & other financial products

- Daily Reporting & MIS

- Ensure smooth operations of process & responsibilities assigned

- Partner with Client facing teams & ensure complete documentation of ongoing products, review documents, stay current with all regulatory changes, maintain records.

- Handling & maintenance of confidential client documentation

- Communicating/Escalating to management when applicable

- Ability to learn & communicate new processes & regulatory requirements

- Strongly engage with middle office & be a part of interactions wherever necessary

- Ability to comprehend KYC Risk Factors & draft an overall summary.

- Client Focussed & Strong customer service skills

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