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Executive - Customer Service
Canara Robeco Mutual Fundvadodara, gujarat, in6 days ago
Job descriptionGraduate / Management Graduate (preferable) + NISM (Mutual Fund) certification 2+ years of experience in in asset management industry Well versed with all MS office applications especially MS excel Excellent Communication skills Knowledge of Mutual Fund Industry
Job Responsibilities :
- Handling Customer Service, Operations & Admin functionality.
- Attending walk in customers. Attending phone calls.
- Liasioning with Registrar for account statement, redemption etc.
- Liasioning with marketing dept at ho for material indent.
- Handling brokerage related queries of IFAs.
- Accepting application forms and redemption in the reception.
- Time stamping of transactions.
- Co-ordination with banks.
- High Value deposits.
- Guiding investors for online transactions
Academic Qualifications :
Minimum Work Experience :
Skills :
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Customer Service Executive • vadodara, gujarat, in