Section Head - Business Partner Group - BFS

Section Head - Business Partner Group

Responsibilities:

- To support business with Transaction Support

- To co-ordinate and execute the various operational documentation, transaction support for the 3rd party product sales, for the Institutional Clients

- Follow up with existing clients for Investments under the Guidance of Sales Team

- Timely submission of cheques to AMCs / Registrars

- Coordination with Office Boys for transactions

- To achieve high standards of service quality and contribute to customer satisfaction & retention

- To fulfill productivity KPIs i.e. Call quality, complaint resolution, client service & retention targets to maximize efficiency of sales process

- To proactively interact with the Clients on the due date of actionable due based on Investment plan, maturity of any financial instrument, seeking appointments in advance, wishing them on personal occasions etc

- To maintain relationships with customers to ensure persistency & renewals, service their basic queries, transactional needs, document pickup arrangements, etc

- To keep the clients abreast of new developments at the organization, inform them about the new product changes, changes in Relationship managers, etc and take constant feedback

- Updation of Client Portfolio Summaries and providing the same to clients on a regular basis as per pre defined TATs

- To stay current with client requirements, monitor the relationship from initiation to closure & address client grievances at the right earnest

- Follow up with AMCs for Account Statement and other client related issues

- To support Business in the area of Backend Operations

- To ensure accurate capturing of client data & adherence to defined sales processes, KYC guidelines & ethical & fair practices code of the company

- To fulfill ancillary operations like client application scanning & logging, entering in of deal slips and other operational procedures

- Checking transaction feeds in Systems (Fund Manager and Miles) and coordinate with Central Operations Team in case of discrepancies and queries and for follow up on folio mapping errors