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Tier-1 brand, generalist finance role, metro location, and broad skillset attract many qualified applicants.
Role requires mutual fund and financial-services domain knowledge reducing cross-industry transferability moderately.
No explicit years or mandatory certifications; degree preference exists, making screening relatively lenient.
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Analyze, research, and process client requests related to financial and non-financial transactions ensuring accuracy, quality, and timeliness.
Evaluate and resolve inquiries, exceptions, and service issues applying procedural guidelines while taking ownership and escalating critical matters.
Contribute to process improvements and operational excellence initiatives to enhance service delivery and maintain compliance documentation.
Basic understanding of mutual fund industry and financial services knowledge.
Work experience in a customer service environment handling customer requests and transactions.
Postgraduate degree or MBA in Finance preferred; flexibility on degree for right candidate; minimum 50% or equivalent CGPA/CQPI throughout academic history.
Workplace model requires hybrid work with at least three days a week in office; full-time employment.
Experience in financial services with a focus on mutual fund or related products and customer service operations.
Strong attention to detail with ability to prioritize, make quick decisions under pressure, and follow updated departmental policies.
Capable of working independently while collaborating across teams to support operational and client service objectives.