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Customer Service Executive

5 - 10 years

3 - 6 Lacs

Posted:6 days ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Job Description Customer Service (Surat / Ludhiana) Responsible for handling walk-in investor/distributor queries, processing transactions, coordinating with RTA and sales teams, supporting Video KYC, generating MIS reports, and ensuring smooth branch operations and regulatory compliance. Requirements: Graduate with 5+ years of experience in mutual fund branch operations Proficient in MS Excel/Word, strong communication skills Knowledge of KYC, AML, SID, and other AMC regulations NISM VA certified preferred

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Symphoni Hr
Symphoni Hr

Human Resources Consulting

San Francisco

50-100 Employees

90 Jobs

    Key People

  • Alex Johnson

    CEO
  • Maria Garcia

    Chief Operating Officer

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