- Department
- Finance
- Source
- Freshteam
Description
What is the roles objective?
- To be able to execute all client response functions at front desk of Mumbai Branch including handling of petty cash / vendor payments.
- 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 deposit slip and handling cheque banking as per guidelines. Reporting of large value transactions through the system.
- Should be able to handle in bound/ 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?
5-6 years. Preferably from Mutual Fund Background or from Banks
What qualification you should have?
Graduate
Skills
Excel
