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Assistant Manager - Client Service

DSP Asset Managers Pvt. Ltd · dspim.com
DelhiOn-siteLead / Manager7–10 yrs
Apply on DSP Asset Managers Pvt. Ltd’s site

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The job in short

Mutual fund client service and branch operations coordination.

ExcelBanking

Details

Found
25 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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