Assistant Manager - Client Service
DSP Asset Managers Pvt. Ltd · dspim.com
DelhiOn-siteLead / Manager7–10 yrs
The job in short
Mutual fund client service and branch operations coordination.
ExcelBanking
Details
- Found
- 22 d ago · posted 2026-05-06
- Location as listed
- Delhi, Delhi, IN
- Role
- Finance (other)
- Source
- The company’s own careers site
Full description
What is the roles objective?
• Supporting the Delhi Client Service team. AUM is approx. 28480 Crores
• In addition, Meerut AUM is about 188 Crores which is also handled by Delhi.
• To be able to execute all client service functions at Delhi office including handling of petty cash / vendor payments.
• To support front desk activities like acceptance & time stamping of applications, handling walk in clients for their queries and complaints. Proper scrutiny & other quality checks for an application form. Ability to complete standard verification from client/distributor.
• Filling of deposit slip and handling cheque banking as per guidelines. Reporting of large value transactions through the TITAN reporting system.
• Should be able to handle inbound/ outbound calls. Should be able to independently handle complex queries/ escalations from MFDs/ Investors / Sales team
• Branch Administration related work/ correspondence with different functions.
• Ability to coordinate and work with Registrar/Head Office/ Vendors/ MFDs.
• Coordination with Sales team and resolving their queries.
What skills do you need to possess?
• Positive attitude and disciplined approach.
• Good communication skills.
• Desire to learn and excel.
• Relevant Mutual Fund industry experience only
What is the prior experience expected?
7-10 years. Preferably from Mutual Fund Background or from Banks
What qualification you should have?
Graduate with Commerce Stream/MBA Finance
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