Parag Parikh Financial Advisory Services Limited
Website:
ppfas.com
Job details:
Job Responsibilities
- Handling a Team of CSOs across South and supporting them for escalations.
- Handle investor and distributor queries on schemes, NAVs, portfolio holdings, transactions, statements, and tax-related documents through calls, emails, and walk-ins (For select Premium relationships).
- Resolve complaints and escalations within TATs, coordinate with RTA, internal operations, and AMCs, and ensure proper documentation and closure.
- Assist with transaction processing: application form checking, KYC/PAN/FATCA verification, bank mandate checks, and coordinating for corrections or rejections.
- Conduct periodic review and training of team.
- Prepare daily/weekly dashboards on queries, TAT, complaints, redemptions, SIP registrations, sales pipeline, and conversion ratios.
- Use CRM systems to log interactions, update contact details, track follow‑ups, and maintain a clear service history for each client/partner.
- Coordinate with internal teams (CSOs, HODs, ops, IT, compliance, marketing) for system issues, campaign rollouts, changes in forms/processes, and new product launches.
Skills & Knowledge : Good understanding and working knowledge of MF Process, R&T, platforms etc.
Qualification: Any Graduate / Post Graduate , Knowledge of Local Language Kannada is preferred.
Additional Certifications: NISM VA
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