PPFAS Asset Management (PPFAS AMC) has been promoted by Parag Parikh Financial Advisory Services Pvt. Ltd. (PPFAS Ltd.), a boutique investment advisory firm incorporated in 1992. PPFAS Ltd. is also amongst India's earliest SEBI Registered Portfolio Management Service (PMS) providers. For More Information visit our website: https://amc.ppfas.com/about-us/
Job Description
- Direct Credit Rejection, Red Payout Authorisation (Red Alert), MIR – 38, NFT rejection
- Pending & Exemptions for Financial Transaction and Excess Credit / Short Credit
- Attending walking distributor & investor, Accepting Transactions / Queries
- . Resolving queries & complaints received from different modes like Calls, emails, WhatsApp, Twitter, exchange and update the same in Query Report
- Additional activities related to operations & compliance dept.
- Follow up with CAMS for pending queries & complaints
- Pickup & Drop Service Planning for Direct / Regular Investor & Distributor and Submission of Applications to cams
- Looking into queries for ARN empanelment, Self Declaration, Brokerage Related, COBM in Brokerage payout.
- Maintaining sufficient stock of Applications, Factsheet
- Maintaining All Notices and circulars in Branch.
- Providing pre and post sales help to distributor for smooth operation
- Calling for ARN Validity Expire , Brokerage Recovery, Invalid EUIN, Invalid KYC Data
- Maintaining Investor friendly Atmosphere and proper coordination between Team and Branch Staff
- Guiding distributor for distributor app, form fill for offline trxn & guiding for online empanelment.
Qualification & Experience
- Experience Required: 2 + Years of relevant experience in the Mutual Fund Industry.
- Graduate in any stream
- Latest NISM Certification.
- Should have excellent written and spoken communication skills
Job Location: Ahmedabad
