This job is with Invesco, an inclusive employer and a member of myGwork the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.
As one of the world's leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world.
If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!
Job Description
Your Team
The customer service team is responsible for client onboarding, transaction processing and liasion with the RTA for post sales service related queries.
Your Role
The CSO will manage the front office and responsbile for accepting and processing of transactions and client onboarding + sales support.
You Will Be Responsible For
- Manage all the regulatory activities such as STR, CTR, QTR and other reporting to SEBI / AMFI / Compliance.
- Generate MIS reports for the team and prepare dashboards for senior management and Board presentations.
- Understand the complete branch operation functions such as receiving/ verifying applications and time stamping. Be the RTA liaison for the Ops teams and coordinate centrally for escalations from branches.
- Generating MIS reports for the zone and sharing with sales head as per request. Support the sales team w.r.t. new product information, regulatory changes etc. Liaison between Sales and RTA for quick resolution of queries and grievances
- Provide feedback and suggestions on products / processes of peers and best practice sharing. Share ideas and suggestions on process automation and improvement of productivity
The Experience You Bring
- Graduate with minimum 3 years experience in branch operations for a Mutual Fund / AMC
- Should have worked in a AMC branch with retail and institutional presence
- Expert knowledge of MS-Office applications especially MS-Excel and MS-PowerPoint
- Thorough knowledge of regulatory procedures, documentation, and frameworks (KYC, AML etc.)
- NISM VA certified
General Role Profile
- Manages Business Services employees
- Sets priorities for the Team to ensure task completion
- Coordinates work activities with other Team Leaders
Knowledge
- Requires understanding and application of fundamental business concepts and procedures and practices in own job family
Business Acumen
- Applies understanding of how own Team is impacted by upstream work of other Teams
Problem Solving
- Uses judgment to identify and resolve day-to-day problems where problems are typically well-defined and of limited scope and complexity
Impact
- Impacts the level of service and own Team's ability to meet quality, volume, and timeliness objectives within own Area
Leadership
- Has formal supervisory responsibilities
- Sets priorities and coaches staff to meet deadlines
Influence and Partnership
- Uses tact and diplomacy to exchange information and address sensitive issues
- May be required to interact with outside customers, vendors, or suppliers
Full Time / Part Time
Full time
Worker Type
Employee
Job Exempt (Yes / No)
No
Workplace Model
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.
Why Invesco
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.
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).
What's in it for you
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.
Our Benefit Policy Includes But Not Limited To
- 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
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.
To Know More About Us
About Invesco: https://www.invesco.com/corporate/en/home.html
About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html
About our D&I policy: https://www.invesco.com/corporate/en/our-commitments/diversity-and-inclusion.html
About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html
Apply for the role
@ Invesco Careers: https://careers.invesco.com/india/
