Customer Service Officer - Mutual Funds

Customer Service Officer - MF

• iving pre-opinion by verifying legal documents of the customers
• 2. Process Compliance Adhere to the laid down processes for legal documents verification.
• 3. Handle registration process with the help of empanelled lawyer. 
• 4. To make sure all the post disbursement documents are tracked and sent to HO.
• 5. Verification of legal documents and disbursement trigger to be initiated.
• 6. Responsible to train branch team on legal documents
• 7. Enplanement of lawyers and vendors for execution o registration & search report