Investor Relations Officer mutual Fund gurgoan - Gurugram, Haryana, India - Arin Consultancy

Arin Consultancy
Arin Consultancy
Verified Company
Gurugram, Haryana, India

2 weeks ago

Deepika Kaur

Posted by:

Deepika Kaur

beBee Recuiter
Description
Operations Gurgaon _Mumbai Western Suburbs_ January 23, January 23, 2025 Mutual Fund


Job Overview:

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Office Location (Area) Gurgaon,Haryana
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Required Education Graduation, MBA/ Qualifications in Communication, Copy Editing, Grievance Handling
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Course Type Full Time
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Required Certification NISM V-B
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Min Required Experience (Years) 10
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Max Required Experience (Years) 1
  • Effective management of Investor Service Centres (ISCs) of RTA and AMC branches, building
relationships with TG as outlines below, overseeing call centre operations/ calling both at the AMC

and RTA, and implementing service-related initiatives to build efficiency & TG satisfaction.

  • Target group (external) for the IRO will be investors/ IFAs/ Distributors/ any other partners as well
as AMFI/ SEBI/ any other regulatory requirements

complaints and resolving any issues from the onboarding to cessation of the relation with TG and

regulatory bodies. The IRO will take effectively manage branch operations.

  • The IRO will be de facto Grievance Redressal Officer and will be solely responsible for escalation
& resolution of complaints, responses and MIS etc.

  • Target group (internal) the IRO will need to liaise with all stakeholders including but not limited
to the Operations, Fund Management, Fund Accounting, Compliance, Risk and Secretarial teams

as well as the RTA

  • Develop relationships with both external & internal TGs including by arranging IAPs/ distributor
meets at regular intervals and ensuring adequate, accurate, appropriate and regular

communication - physical, social media and print etc, as necessary

  • Help streamline the onboarding process for investors, IFAs/ distributors, channel partners etc.
  • Assist with preparation of monthly and quarterly fund fact sheets, commentaries and
presentation materials for a range of products and TGs

  • Responsible for ensuring all external communications accurately reflect the brand messaging
and are fully compliant, and duly approved by the compliance teams

  • Working closely with the marketing team on the production of materials for sales and marketing
efforts, including new fund launches, events and campaigns

  • Propose and develop departmentwide operational improvements, especially in forms, formats
and handling of queries and complaints, in consultation with the other stakeholders

  • Build a team of dedicated and customer excellence driven individuals as the AMC grows
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