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    DS

    DSP Asset Managers Pvt. Ltd.

    Asset Management

    Client Service - Officer

    Gujarat, IndiaOn-SiteFull-time2–3 yrs experiencePosted 1mo ago
    All DSP Asset Managers Pvt. Ltd. jobs

    Job description

    <div><table align="left" cellpadding="0" cellspacing="0"><tbody><tr></tr></tbody></table></div><div>Job Description:</div><div><br></div><div>

    • Liaise with the Transfer Agent and Administrator for transaction processing, fund reporting, and related operational activities.</div><div>
    • Collaborate with Business, Transfer Agent, Administrator, IM to support new product and fund launches, including reviewing PPMs, application forms, and onboarding documents, establishing controls, and ensure smooth execution of processes.</div><div>
    • Facilitate client onboarding with the Transfer Agent and coordinate with investors and distributors to address queries and ensure seamless integration.</div><div>
    • Interact with prospective and existing distributors/investors across jurisdictions in compliance with fund passporting and placement agent as per IFSCA regulations.</div><div>
    • Distributor onboarding, empanelment agreements, commission structures for new distributors, adhering to laws applicable for onboarding new distributors as per their jurisdiction.</div><div>
    • Facilitating various requirements / reports / MIS from distributors / Internal / Regulator / Audits.</div><div>
    • Coordinate with fund platforms for setting up DSP funds and ensure compliance with platform-specific requirements.</div><div>
    • Responsible for day-to-day transaction processing and reporting in accordance with applicable IFSCA Operations policies, procedures, governing regulations.</div><div>
    • Understanding retrocession and commission processing, reviewing structures, computation, payouts, etc. with Transfer Agent and Distributors</div><div>
    • Managing distributor payouts, handling various brokerage requirements/data/reports/MIS from distributors / Internal teams</div><div>
    • Co-ordination with TA, distributors, internal teams for handling queries / complaints.</div><div>
    • Liase with Investment Managers, Directors for various approvals, Fund documentation</div><div>
    • Projects/initiatives on system/process changes for efficient functioning of the operational processes</div><div><br></div><div>Knowledge required for

    the role:

    </div><div>

    • Knowledge of Gift City Operations would be an added advantage.</div><div>
    • Domain knowledge on Gift City operations, Transfer Agency with specific focus on operational aspects of Fund platforms, retrocessions, computation, payments</div><div><br></div><div>Skills required for

    the role:

    </div><div>

    • Strong understanding of transfer agency operations, fund structures, and investor/distributor management</div><div>
    • Logical Thinking, Positive Attitude</div><div>
    • Good interpersonal skills and the ability to work with a team in a global/international environment.</div><div>
    • Having focused approach towards handling critical operational activities, process oriented.</div><div>
    • Multi-tasking & able to meet deadlines</div><div><br></div><div>Rationale for Hire:</div><div>
    • Business requirement to set-up Client Response / TA Operations in Gift City for expansion</div><div>
    • Addition of this resource will help to streamline the Client servicing, TA processes, focus on new  enhancements / developments, improve efficiency, introduce checks and controls, risk assessment & service enhancement.</div><div><br></div><div>Educational

    Qualifications:

    </div><div>• Graduate / Postgraduate or equivalent degree </div><div><br></div><div>Years of

    Experience:

    </div><div>• Minimum 2-3 years’ experience</div><div><br></div><div>Location: GIFT City</div><div><br></div>

    Job details are sourced from the employer's original posting.

    Open job posting
    DS

    About the company

    DSP Asset Managers Pvt. Ltd.

    DSP Asset Managers Pvt. Ltd. is an Indian asset management company.

    View all DSP Asset Managers Pvt. Ltd. jobs
    Industry
    Asset Management
    Open roles
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