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Officer - Client Service

DSP Asset Managers Pvt. Ltd · dspim.com
Mumbai
Apply on DSP Asset Managers Pvt. Ltd’s site

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The job in short

Client service.

ExcelBanking

Details

Found
28 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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