Deputy Mgr-Customer Service
Deputy Mgr-Customer Service
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Job Description
As one of the worlds leading asset managers Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities we provide a wide range of investment strategies and vehicles to our clients around the world.
If youre looking for challenging work smart colleagues and a global employer with a social conscience come explore your potential at Invesco. Make a difference every day!
Job Description
- Acceptance and scrutiny of financial and nonfinancial transaction over the counter. Addressing queries of walkin investors and distributors.
- Timestamping applications and ensuring necessary system entries and dispatch to RTA local branch
- Coordinate with RTA branches which are part of the corresponding Zone and with local sales team for their queries and complaints. Support the sales team w.r.t. new product information regulatory changes etc. Liaison between Sales / Branch CSO and RTA for quick resolution of queries and grievances
- Regular update to sales RMs through MIS of transactions received rejections followups and other operations issues
- Arranging monthly concall with sales team and RTA to address ongoing concerns and conduct briefing on new processes
- Provide prompt and accurate details of products / schemes to investors and distributors. Ensure a good customer experience and effectively manage grievances / complaints queries etc. over phone / email / chat etc.
- Participate in IFA engagement program to activate dormant IFAs and mobilize business
- Manage the onboarding of investors through Video KYC platform of the AMC
- Provide feedback and suggestions on products / processes of peers and best practice sharing. Share ideas and suggestions on process automation and improvement of productivity
- Liaison and coordination with AMC branches and CSOs across India
- Generating MIS reports for the regulatory activities or transaction reporting
- Demonstrate high levels of quality and compliance
Educational Qualifications & Experience:
- Graduate with minimum 5 years experience in branch operations for a Mutual Fund / AMC
- Good knowledge of MSOffice applications especially MSExcel and MSWord
- Familiarity and experience managing regulatory procedures documentation and AMC policy frameworks (KYC AML SID KIM etc.) will be preferred
- NISM VA certified
Personal Characteristics & Behaviors:
- Excellent communication skills with good command over English (verbal and written)
- Ability to listen and convey information effectively
- Strong attention to detail and quality
- Proactive individual with high levels of motivation and energy
Full Time / Part Time
Full timeWorker Type
EmployeeJob Exempt (Yes / No)
NoWorkplace Model
At Invesco our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a fulltime employee compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least four days a week with two days working outside an Invesco office.
Why Invesco
In Invesco we act with integrity and do meaningful work to create impact for our stakeholders. We believe our culture is stronger when we all feel we belong and we respect each others identities lives health and wellbeing. We come together to create better solutions for our clients our business and each other by building on different voices and perspectives. We nurture and encourage each other to ensure our meaningful growth both personally and professionally.
We believe in diverse inclusive and supportive workplace where everyone feels equally valued and this starts at the top with our senior leaders having diversity and inclusion goals. Our global focus on diversity and inclusion has grown exponentially and we encourage connection and community through our many employeeled Business Resource Groups (BRGs).
Whats in it for you
As an organization we support personal needs diverse backgrounds and provide internal networks as well as opportunities to get involved in the community and in the world.
Our benefit policy includes but not limited to:
- Competitive Compensation
- Flexible Hybrid Work
- 30 days Annual Leave Public Holidays
- Life Insurance
- Retirement Planning
- Group Personal Accident Insurance
- Medical Insurance for Employee and Family
- Annual Health Checkup
- 26 weeks Maternity Leave
- Paternal Leave
- Adoption Leave
- Near site Childcare Facility
- Employee Assistance Program
- Study Support
- Employee Stock Purchase Plan
- ESG Commitments and Goals
- Business Resource Groups
- Career Development Programs
- Mentoring Programs
- Invesco Cares
- Dress for your Day
In Invesco we offer development opportunities that help you thrive as a lifelong learner in a constantly evolving business environment and ensure your constant growth. Our AI enabled learning platform delivers curated content based on your role and interest. We ensure our manager and leaders also have many opportunities to advance their skills and competencies that becomes pivotal in their continuous pursuit of performance excellence.
To know more about us
About Invesco: our Culture: our D&I policy: our CR program: for the role @ Invesco Careers: Experience:
Manager
Employment Type
Full-Time
Key Skills
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