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: Raipur ,Vizag, Mumbai, Indore, Bangalore, Ernakulam, Bhopal, Pune, Nashik, Nagpur, Surat, Baroda, Rajkot, Ahmedabad, Goa, Noida, Hyderabad, Coimbatore, Chennai, Kochi, Belgaum, Mysore, Trichy, Delhi, Gurgaon, Jaipur, Lucknow, Kanpur, Varanasi, Dehradun, Udaipur, Ludhiana, Agra, Gandhi Nagar
