Team Member - CROps - Warangal

Job description

**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