Customer Services - Team Member PCG - SRM - North

Team Member PCG - SRM 1. Service Request Management Ensure end-to-end management and resolution of all client service requests, queries, and complaints within defined Turnaround Times (TATs) Deliver first-time-right resolution with clear ownership and accountability until closure 2. Transaction Processing & Execution Execute and support financial transactions, including: Mutual Fund transactions (purchase, redemption, switch) PMS/AIF onboarding and servicing ARN changes, transmission, and account modification requests Ensure accuracy and completeness in all transactions with zero tolerance for errors 3. Compliance & Documentation Validate client documentation in accordance with SEBI, AMFI, and internal compliance guidelines Maintain proper documentation, audit trails, and ensure readiness for internal/external audits 4. Client Engagement & Relationship Management Conduct structured client engagement activities, including welcome calls, birthday calls, and service follow-ups, ensuring 100% adherence. Proactively communicate service updates and resolution status to clients and stakeholders. Strengthen client relationships and enhance overall client experience.