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Job Description: Job Description for Customer Service Key Responsibilities: - Acceptance and scrutiny of financial and non-financial transaction over the counter. Addressing queries of walk-in investors and distributors. - Time-stamping 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, follow-ups and other operations issues - Arranging monthly con-call with sales team and RTA to address ongoing concerns and conduct briefing on recent 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 MS-Office applications especially MS-Excel and MS-Word - Familiarity and experience managing regulatory procedures, documentation, and AMC policy frameworks (KYC, AML, SID, KIM etc.) will be preferred - NISM VA certified Persona .
Here's where they are and how to stand out in your applications.
14.070Jobs
3.674IN
80%EN
The sheer volume works in your favor: 14,070 open positions mean employers are actively hiring. But volume also means competition. India has the most listings (3,674), followed by the US (2,353), Singapore (1,258), Australia (1,128), and Canada (626). If you're flexible on location, check all five — your next role might be waiting in a market you hadn't considered.
FlexBoard is hiring the most aggressively (777 open roles), with remote zest jobs, wawa, vacancy global pro, and remote click jobs close behind. When you apply, research which employers dominate your target region. Their high volume suggests they hire often and may have clearer career paths.
Here's what hiring managers for customer service always ask: 'Tell me about a time you had to handle an angry customer. What did you do, and what was the outcome?' Prepare a real example where you stayed calm, listened first, and solved the problem — or escalated it thoughtfully. Show that you see conflict as information, not threat.
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