Position Title: Sales Support (Off roll)
Department: Operations
Operational Activities:
Scrutiny of investor/distributor requests
Proper KYC documentation
Corporate Documentation
Correct/timely Banking
Timely reporting
Resolution of investor/distributor queries/grievances
Document updation for PMS/AIF/RUD
Empanelment of Distributors
Transmission documentation
Process of UBO in different NON-Individual cases.
MIS knowledge( Basic)
NFT and FT related knowledge along with historical purchase process .

Keyskills: Mutual Funds Sales Operations Mutual Fund Operations Operations