Officer - Client Service
DSP Asset Managers Pvt. Ltd · dspim.com
Mumbai
The job in short
Client service.
ExcelBanking
Details
- Found
- 23 d ago · posted 2025-07-17
- Location as listed
- Mumbai, IN
- Role
- Customer Service Representative
- Source
- The company’s own careers site
Full description
What is the roles objective?
• To be able to execute all client response functions at front desk of Mumbai Branch including handling of petty cash / vendor payments.
• 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 deposit slip and handling cheque banking as per guidelines. Reporting of large value transactions through the system.
• Should be able to handle in bound/ outbound calls.
• Branch Administration related work/ correspondence with different functions.
• Ability to coordinate and work with Registrar/Head Office/ Vendors.
• 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.
What is the prior experience expected?
1-3 years. Preferably from Mutual Fund Background or from Banks
What qualification you should have?
Graduate
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