Email Management & Triaging:
Monitor incoming correspondence and categorize emails into specific buckets (e.g. general queries vs. formal complaints).
Query Resolution:
Address standard and general inquiries efficiently using pre-approved communication templates.
Maintain the tone and brand standards of the organization in all written correspondence.
Stakeholder Liaison:
Proactively follow up with Depository Participants (DPs) via telephone to expedite pending responses.
Act as a bridge between investors and DPs to ensure seamless information flow.
Document Disbursement:
Securely generate and dispatch Statement of Holdings to BOs via their registered email addresses.
Ensure data privacy and accuracy when handling sensitive financial statements.