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Officer - Client Service

DSP Asset Managers Pvt. Ltd · dspim.com
LudhianaMid level2+ yrs
Apply on DSP Asset Managers Pvt. Ltd’s site

Straight from the company’s own careers site.

The job in short

Client service.

ExcelBanking

Details

Found
31 d ago · posted 2026-02-13
Location
Ludhiana, Punjab, IN

Full description

What is the roles objective? • To be able to execute all Client Service functions at the front desk of Ludhiana Branch including handling of petty cash / vendor payments. • The RR locations of Amritsar and Jallandhar also route all their queries to Ludhiana • 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 2 years. Preferably from Mutual Fund Background or from Banks What qualification you should have? Graduate with Commerce Stream/MBA Finance

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