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Aditya Birla Capital

Team Member - Client Relation & Operation - Jodhpur

Aditya Birla Capital
India · Full-time · Not Applicable
Principal Accountabilities

Accountability

Supporting Actions

Transaction processing

  • Processing of transactions as per regulatory guidelines and within the laid down SOPs including PMS transactions
  • Processing KYC applications and reconciling the KYC status and ensuring collection of pending documents to facilitate completeness of documentation requirement
  • Data enrichment to facilitate transactional convenience and information dissemination
  • Processing KYC applications for customer acquisition
  • Scrutinising PMS applications for account opening and subsequent servicing of PMS accounts
  • To handle transmission cases promptly and with empathy and due diligence

Regulatory Compliance

  • Display of NAV and addendum as per the guidelines
  • Managing DTSM as per the guidelines and SOPs
  • Ensuring no regulatory deviation in the branch related to transaction processing

Stakeholder Management

  • To liaise with Banks, Sales Team and HO from time to time for transaction related activities
  • To liaise with Sales / Sales Support to clear any issues related to transaction processing
  • To build a strong relationship with service providers/vendors like RTA, bankers, courier, etc. at local level
  • Servicing IFAs pertaining to branches and MR locations

To manage customer queries, requirements and issues

  • To ensure to tag all interactions happened in the branch appropriately w. r. t. queries, requirements and issues as well as processing of transmission claims
  • To ensure to maximise queries resolution at the time of raising
  • Timely and accurate intimation of TRO’s to customers to ensure win-backs.
  • To ensure adherence of TAT in case of requirements and issues
  • To escalate at various levels in case of possible TAT burst of issue and requirements tagged
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Posted
Mar 23, 2026
Type
Full-time
Level
Not Applicable
Location
Rajasthan
Company
Aditya Birla Capital

Industries

Financial Services

Categories

Other

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