The Field Executive is responsible for handling complete field operation activities, including visiting clients and distributors at their location for collection of KYC documents, application forms, SIP mandates, and cheques. The role involves verifying documents at the client place to ensure error-free submission, submitting the collected files to the branch on the same day, and clearing all pending issuance files by collecting missing documents and resolving signature mismatch or other queries. The executive must also provide support to clients for service requests like account statements, redemption, and address changes, coordinate with the back-office team for fund allotment and status updates, and share daily field collection and pending status reports with the Branch Manager.
Department Of Employment And Training,
Old Alandur Road,
Guindy, Chennai-32.
9499966018 .
tnprivatejobs@gmail.com .
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