Kushal Jain
HDFC AMC- Client Services || MBA(Fin)-IIPS,DAVV
- Role
- Officer - Client Services at Hdfc Mutual Fund
- Location
- Indore, IN
- LinkedIn followers
- 500 followers
About Kushal Jain
I am a passionate and diligent person looking for chances to advance professionally. I…
Experience
Officer - Client Services
Aug 2024 — Present · Indore, IN
Built and maintained strong relationships with business stakeholders, ensuring seamless collaboration.* Oversaw smooth execution of daily physical and digital transactions, ensuring operational efficiency.* Prepared and delivered accurate MIS reports and End-of-Day (EOD) reporting.* Ensured strict adherence to compliance, regulatory requirements, and internal service standards.* Coordinated with Registrar & Transfer Agents (RTA) for transaction processing and query resolution.* Processed both financial and non-financial transactions at the branch level with accuracy and timeliness.* Handled investor and distributor queries/grievances across written, email, telephonic, and in-person channels within defined TAT.* Maintained accurate records, reports, and databases for smooth audit and review processes.* Executed time stamping and facilitated high-value deposit transfers securely.* Collaborated with internal departments to resolve complex client concerns effectively.
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