Quick Summary
Overview
What is the roles objective? To be able to execute all Client Service functions at the front desk of Ludhiana Branch including handling of petty cash / vendor payments.
Technical Tools
excel
What is the roles objective?
- To be able to execute all Client Service functions at the front desk of Ludhiana Branch including handling of petty cash / vendor payments.
- The RR locations of Amritsar and Jallandhar also route all their queries to Ludhiana
- Acceptance & time stamping of applications, handling walk in clients for their queries and complaints. Proper scrutiny & other quality checks for an application form. Ability to complete standard verification from client/distributor.
- Filling of deposit slip and handling cheque banking as per guidelines. Reporting of large value transactions through the TITAN reporting system.
- Should be able to handle inbound/ outbound calls.
- Branch Administration related work / correspondence with different functions.
- Ability to coordinate and work with Registrar/Head Office/ Vendors.
- Coordination with Sales team and resolving their queries.
What skills do you need to possess?
- Positive attitude and disciplined approach.
- Good communication skills.
- Desire to learn and excel.
What is the prior experience expected?
Minimum 6 months to max 2 years. Preferably from Mutual Fund Background or from Banks
What qualification you should have?
Graduate with Commerce Stream/MBA Finance
Location & Eligibility
Where is the job
Ludhiana, India
On-site at the office
Who can apply
IN
Listing Details
- First seen
- May 6, 2026
- Last seen
- July 19, 2026
Posting Health
- Days active
- 73
- Repost count
- 0
- Trust Level
- 12%
- Scored at
- July 19, 2026
Signal breakdown
freshnesssource trustcontent trustemployer trust
External application · ~5 min on dspim's site
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