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| Job Location | Mumbai City |
| Education | Not Mentioned |
| Salary | Not Disclosed |
| Industry | Management Consulting / Strategy |
| Functional Area | Service / Installation / Repair |
| EmploymentType | Full-time |
Service Advisor Job Description Documentation for investment products like mutual funds, FD, bonds, insurance, PMS including KYC and account opening documentation Client communication via phone and email and management of clients servicing requests Handling client queries/ requests and resolving them as per agreed TATs Portfolio Data management and website data updation and maintenance of the company database daily Management and upkeep of client servicing software Handling projects related to client servicing and online platforms Following systems and processes for business operations and designing SOPs(Standard operation procedures) Office boy team management and general office admin Functioning with various teams, ensuring customer delight by achieving delivery quality service Team building activities including training of team Ensure adherence to SOPs and deadlines Tracking regulatory and compliance related updates and circulars and responding them with in the prescribe time limit,
Keyskills :
inspection utualfunds datamanagement onlineplatforms teambuilding teammanagement accountopening clientservicing