Processing of PMS client on-boarding and Other transactions in defined TAT.
Compliance check and client due diligence at the time of onboarding and ongoing.
Physical document management and communications to the clients and distributors.
Operational assistance to clients, distributors, customer service team and sales team.
Assisting superior and other subordinates in day to day activity.
Co-ordination with custodian, DP and other vendors.
Seconday role
Process document updation and solving audit observations.
Proactively sharing feedback for system and process improvement.
Preparing various MIS and work on Tasks allotted by superiors.
Job Overview (5376)
Experience
36 Month(s).
City
Surat.
Qualification
MBA/PGDM
Area of Expertise
KNOWLEDGE OF PMS & MF PRODUCTS
Prefer Gender
Male
Function
AMC - OPERATIONS
Audio / Video Profile
NA
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