11 Oct
OppenheimerFunds Distributor
Nashik
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>> Description
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>> You Will Be Responsible For:
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>> - Perform branch operation functions such as receiving/ verifying applications and time stamping. Ensuring timely submission to local RTA branch and reporting of the same in AMC CRM.
>> - Attend to branch walk-in/ phone/ emails from investors / distributors. Ensure a good customer experience and effectively manage grievances / complaints
>> - Manage the admin function of the branch
>> - Support the sales team w.r.t. new product information, regulatory changes etc.
>> - Managethe onboarding of investors
>> - Liaison and coordination with AMC branches and CSO’s across India
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> The Experience You Bring:
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>> - Minimum 2 years’ experience in branch operations for a Mutual Fund / AMC
>> - Good knowledge of MS-Office applications especially MS-Excel
>> - Familiarity with regulatory procedures, documentation and knowledge of KYC is required
>> - NISM Series V - Mutual Funds Distributor Module certified
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>> Certifications
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>> NISM Series V - Mutual Funds Distributor Module certified
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>> Full Time / Part Time
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>> Full time
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>> Worker Type
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>> Employee
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>> Job Exempt (Yes / No)
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>> No
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>> Workplace Model
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> At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least four days a week, with two days working outside an Invesco office.
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>> Why Invesco
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>> In Invesco,
we act with integrity and do meaningful work to create impact for our stakeholders. We believe our culture is stronger when we all feel we belong, and we respect each other’s identities, lives, health, and well-being. We come together to create better solutions for our clients, our business and each other by building on different voices and perspectives. We nurture and encourage each other to ensure our meaningful growth, both personally and professionally.
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>> We believe in diverse, inclusive, and supportive workplace where everyone feels equally valued, and this starts at the top with our senior leaders having diversity and inclusion goals. Our global focus on diversity and inclusion has grown exponentially and we encourage connection and community through our many employee-led Business Resource Groups (BRGs).
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>> What’s in it for you?
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>> As an organization we support personal needs, diverse backgrounds and provide internal networks, as well as opportunities to get involved in the community and in the world.
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>> Our benefit policy includes but not limited to:
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>> - Competitive Compensation
>> - Flexible, Hybrid Work
>> - 30 days’ Annual Leave + Public Holidays
>> - Life Insurance
>> - Retirement Planning
>> - Group Personal Accident Insurance
>> - Medical Insurance for Employee and Family
>> - Annual Health Check-up
>> - 26 weeks Maternity Leave
>> - Paternal Leave
>> - Adoption Leave
>> - Near site Childcare Facility
>> - Employee Assistance Program
>> - Study Support
>> - Employee Stock Purchase Plan
>> - ESG Commitments and Goals
>> - Business Resource Groups
>> - Career Development Programs
>> - Mentoring Programs
>> - Invesco Cares
>> - Dress for your Day
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>> In Invesco, we offer development opportunities that help you thrive as a lifelong learner in a constantly evolving business environment and ensure your constant growth. Our AI enabled learning platform delivers curated content based on your role and interest. We ensure our manager and leaders also have many opportunities to advance their skills and competencies that becomes pivotal in their continuous pursuit of performance excellence.
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>> To know more about us
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>> About Invesco:
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>> About our Culture:
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>> About our D&I; policy:
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>> About our CR program:
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>> Apply for the role @ Invesco Careers :
▶️ Deputy Manager - Customer Service
🖊️ OppenheimerFunds Distributor
📍 Nashik