Having an Urgent opening for Executive - Sales Co-ordination Position in one of the Top Asset Management Companies.

Qualifications - Graduate / MBA

Knowledge /Skills - Proficient in MS Excel, capable of creating and compiling MIS reports at large scale

Experience - Minimum 2 years experience in a similar role in an AMC.

CTC - Best in the industry.

1. Executive - Sales Co-ordination at Mumbai.

Responsibility :

Resolving Queries :

- Resolving queries/complaints received from brokers/RMs (Pan India level) via Email/mails on a daily basis in Co-ordination with CAMS and various internal teams.

- Following-up with CAMS for resolutions of complaints and request and updating the distributors about the same.

- Handling Non-financial requests such as AUM transfer, transmission, ARN renewal, COB, opt in / opt out transaction charges, etc.

MIS :

- Daily: Sending Brokerage Queries Status Reports logged and resolved during the day to the management.

- Weekly: Sending MIS containing an overview of Top 5 Branches for Queries, Complaint and Request logged, resolved and pending during the period.

Monthly:

- Sending dashboard PPT to the management containing total Queries, Complaints and Requests received during the month and D-CIP status i.e. Total Applications Received, Total Amount Invested etc.

- Sending AUM/AAUM details and statements to selected distributors.

OTHERS:-

- Processing empanelment of distributors for IDFC for both physical and exchanges (NSE/BSE).

- Tracking CAMS errors

- Tracking Self declaration status of brokers.

Divya Jain.
Talent Acquisition Specialist.

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