About the role
Team Member PCG - SRM
1. Service Request Management
- Ensure end-to-end management and resolution of all client service requests, queries, and complaints within defined Turnaround Times (TATs)
- Deliver first-time-right resolution with clear ownership and accountability until closure
2. Transaction Processing & Execution
- Execute and support financial transactions, including:
- Mutual Fund transactions (purchase, redemption, switch)
- PMS/AIF onboarding and servicing
- ARN changes, transmission, and account modification requests
- Ensure accuracy and completeness in all transactions with zero tolerance for errors
3. Compliance & Documentation
- Validate client documentation in accordance with SEBI, AMFI, and internal compliance guidelines
- Maintain proper documentation, audit trails, and ensure readiness for internal/external audits
4. Client Engagement & Relationship Management
- Conduct structured client engagement activities, including welcome calls, birthday calls, and service follow-ups, ensuring 100% adherence.
- Proactively communicate service updates and resolution status to clients and stakeholders.
- Strengthen client relationships and enhance overall client experience.