Investor Services / CXO

Mutual Fund Transaction reporting’s
 Coordination with Distributors and RM
 Checking investment applications for processing
 Checking PMS and AIF applications for onboarding clients
 Highlighting the discrepancies in forms and have them resolved in
coordination with RM/ Distributor
 Distributor empanelment processing
 Entering invoices in systems and send it for Processing
 Attending call received from investors & Distributors.

Qualifications Graduate
Experience 2-4 Years (BFSI, Exposure to Mutual Funds/AMCs preferred )

Functional Competencies

 Candidates with excellent communication, written and analytical skills
 Good understanding of Investment Markets (PMS, AIF, MF).
 Strong attitude towards Customer Centricity
 Strong Presentation & Oratory Skills
 Typing skill of 40 words/min and above
 Excellent command over Excel, System
Behavioral Competencies  Ability to think out of the box

 Sound interpersonal & communication skills