Processing of transactions as per regulatory guidelines and within the laid down SOPs including PMS transactions
Processing KYC applications and reconciling the KYC status and ensuring collection of pending documents to facilitate completeness of documentation requirement
Data enrichment to facilitate transactional convenience and information dissemination
Processing KYC applications for customer acquisition
Scrutinising PMS applications for account opening and subsequent servicing of PMS accounts
To handle transmission cases promptly and with empathy and due diligence
Regulatory Compliance
Display of NAV and addendum as per the guidelines
Managing DTSM as per the guidelines and SOPs
Ensuring no regulatory deviation in the branch related to transaction processing
Stakeholder Management
To liaise with Banks Sales Team and HO from time to time for transaction related activities
To liaise with Sales / Sales Support to clear any issues related to transaction processing
To build a strong relationship with service providers/vendors like RTA bankers courier etc. at local level
Servicing IFAs pertaining to branches and MR locations
To manage customer queries requirements and issues
To ensure to tag all interactions happened in the branch appropriately w. r. t. queries requirements and issues as well as processing of transmission claims
To ensure to maximise queries resolution at the time of raising
Timely and accurate intimation of TROs to customers to ensure win-backs.
To ensure adherence of TAT in case of requirements and issues
To escalate at various levels in case of possible TAT burst of issue and requirements tagged
Required Experience:
Manager
AccountabilitySupporting ActionsTransaction processingProcessing of transactions as per regulatory guidelines and within the laid down SOPs including PMS transactionsProcessing KYC applications and reconciling the KYC status and ensuring collection of pending documents to facilitate completeness of ...
Accountability
Supporting Actions
Transaction processing
Processing of transactions as per regulatory guidelines and within the laid down SOPs including PMS transactions
Processing KYC applications and reconciling the KYC status and ensuring collection of pending documents to facilitate completeness of documentation requirement
Data enrichment to facilitate transactional convenience and information dissemination
Processing KYC applications for customer acquisition
Scrutinising PMS applications for account opening and subsequent servicing of PMS accounts
To handle transmission cases promptly and with empathy and due diligence
Regulatory Compliance
Display of NAV and addendum as per the guidelines
Managing DTSM as per the guidelines and SOPs
Ensuring no regulatory deviation in the branch related to transaction processing
Stakeholder Management
To liaise with Banks Sales Team and HO from time to time for transaction related activities
To liaise with Sales / Sales Support to clear any issues related to transaction processing
To build a strong relationship with service providers/vendors like RTA bankers courier etc. at local level
Servicing IFAs pertaining to branches and MR locations
To manage customer queries requirements and issues
To ensure to tag all interactions happened in the branch appropriately w. r. t. queries requirements and issues as well as processing of transmission claims
To ensure to maximise queries resolution at the time of raising
Timely and accurate intimation of TROs to customers to ensure win-backs.
To ensure adherence of TAT in case of requirements and issues
To escalate at various levels in case of possible TAT burst of issue and requirements tagged
Discover a world of financial solutions at Aditya Birla Capital – your trusted partner for investments, insurance, loans, and a wide range of financial services in India.
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