Client Ownership Associate Job in Mumbai at Bank of India

Bank of India is hiring for the role of Client Ownership Associate!

Responsibilities of the Candidate:

• Dispatching the Marketing material to Banks, IFA's, National Distributors
• Co-coordinating with Sales Team with regards to Investment transactions
• Follow-up with IFA's for pending Document brokerage queries undelivered cheques
• Maintaining sales MIS, day to day transaction report
• Maintaining inventories marketing and stationery stock
• Empanelment related:
  • Maintaining the MIS of Empanelment cases
  • Calling up IFA's for fresh Empanelment
  • Briefing the distributor on new products
  • Responsibility at fort branch (Only specific to fort CSE's)"
  • Co-coordinating with branches and Karvy for empanelment
  • Printing and dispatching of letter to distributor
  • Maintaining complete MIS of the distributor empaneled
• Renewal Calling:
  
  • Calling Investor's for renewal of DSIP, Daily SIP, Monthly SIP
  • Calling distributor for Self-Declaration to avoid delay in distributor brokerage
  • Client assistance and single point of branch contact for client queries, walk-ins and customer / sales support on a daily basis.
  • Client Engagement- Scrutiny of Applications-Checking signature/payment instrument/application form/PAN Bank KYC
  • Maintaining the MIS of Investments reported on a daily basis for the branch and from MSFs associated
  • Liquid and other debt funds HV reporting for the branch and from MSFs, if any.
  • Processing and reporting of transactions as per defined processes
  • Strictly following the SEBI/AMFI regulations in handling the transactions, reporting and processing.
  • NFO Processing- Data entry on excel, reporting the same to HO, Co-coordinating with bank, following up for NIGO cases
  • Following up for pending document with brokers/investor and MSF by calling the them
  • Resolving investor/distributor/MSF Complaints/queries/Requests as per TAT through CRM
  • Maintaining time stamp machine register for daily usage of number and breakdown report
  • Visiting Karvy for submitting application form (Most of the location where there is no office boy
  • Any other Customer service/operations functions that the profile may require to handle
  • Any other Customer service/operations functions that the profile may require to handle

Requirements:

• Graduate with NISM (Mutual Funds) certification
• 2-3 years of experience preferred with AMC / Mutual Fund organization.
• Preferably NISM Certified.
• Excellent command over excel.
• Good communication skills- verbal as well as written communication.
• Only local candidate to apply.