Team Member – Client Relation & Operation – Patna Full Time

Job Purpose

Managing transactional processing activities of the branch for all Business segments.

The job entails, ensuring, accurate and timely transactions processing, for ail investors within the laid down Standard Operating Process and adhering to Regulatory guidelines. The job also requires liasioning with internal and external stakeholders for providing transactional support.

Job Context & Major Challenges

Job Context:

BSL AMC currently has presence in 86 locations, out of which 15 locations are dedicated locations wherein the operational and CS activities are handled separately at the branch level
The job requires handling transactions received by walk in investors and distributors, catering majorly to the retail segment. The job requires to speedily and accurately responding to these transactions by processing them as per the laid down SOPs. On average the job would require to support an investor base of around 35,000 – 40,000 with an AUM of around 1000 – 1500 crores and approximately around 500 distributors. Apart from transaction handling the job also requires carrying out KYC for new customers and actively liasioning with key stake holders for transactional support.
Key challenges –
a. Expectation management of key stake holders, without violating the SOP and Regulatory guidelines
b. Ensuring Accuracy and timeliness in processing of transaction.
c. Banking activity for FMPs
d. Keeping oneself updated on the new process and regulatory developments.
e. Supporting multiple Business segments, with varied requirements.

Key Result Areas