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Updated: April 25, 2022

Location: Jharkhand, India

Organization: Financial Services

Job Description:

4) Key Result Areas: Write the key results expected from the job and the supporting actions for each of these key result areas (For a majority of jobs typically there could be 4- 7 key result areas)- Maximum 10 KRAs can be updated

Key Result Areas (Max 1325 Characters)

Supporting Actions (Max 1325 Characters)

Transaction processing

o Processing of transactions as per regulatory guidelines and within the laid down SOPs including PMS transactions
o Processing KYC applications and reconciling the KYC status and ensuring collection of pending documents to facilitate completeness of documentation requirement
o Data enrichment to facilitate transactional convenience and information dissemination
o Processing KYC applications for customer acquisition
o Scrutinising PMS applications for account opening and subsequent servicing of PMS accounts
o To handle transmission cases promptly and with empathy and due diligence

Regulatory Compliance

o Display of NAV and addendum as per the guidelines
o Managing DTSM as per the guidelines and SOPs
o Ensuring no regulatory deviation in the branch related to transaction processing

Stakeholder Management

o To liaise with Banks, Sales Team and HO from time to time for transaction related activities
o To liaise with Sales / Sales Support to clear any issues related to transaction processing
o To build a strong relationship with service providers/vendors like RTA, bankers, courier, etc. at local level
o Servicing IFAs pertaining to branches and MR locations

To manage customer queries, requirements and issues

o To ensure to tag all interactions happened in the branch appropriately w. r. t. queries, requirements and issues as well as processing of transmission claims
o To ensure to maximise queries resolution at the time of raising
o Timely and accurate intimation of TRO’s to customers to ensure win-backs.
o To ensure adherence of TAT in case of requirements and issues
o To escalate at various levels in case of possible TAT burst of issue and requirements tagged

Qualifications:

Other Degree

Minimum Experience Level:
3-5 Years

Report to:
Associate Vice President

Aditya Birla Group Hiring for Assistant Manager – CR & Ops – Dhanbad at Jharkhand Full Time