Officer - Client Service
DSP Asset Managers Pvt. Ltd · dspim.com
JaipurEntry level1+ yrs
The job in short
Client service.
ExcelBanking
Details
- Found
- 22 d ago · posted 2026-03-16
- Location as listed
- Jaipur, Rajasthan, 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 Service functions at the front desk of Jaipur Branch including handling of petty cash / vendor payments.
• The RR locations of Ajmer, Udaipur and Kota also route all their queries to Jaipur
• 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.
• 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?
Minimum 6 months to max 1 year. Preferably from Mutual Fund Background or from Banks
What qualification you should have?
Graduate with Commerce Stream/MBA Finance
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