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Customer Service & RTA Operations

📍 Mumbai

💼 Experience: 6-8 Years

  • Manage and oversee all Registrar & Transfer Agent (RTA) operational activities across financial.
  • Coordinate internal, statutory, trustee, and SEBI audits.
  • Ensure timely submission of regulatory and management reports.
  • Manage distributor onboarding, empanelment, and operational support.
  • Ensure accurate brokerage computation, validation, reconciliation, and payout processing.
  • Act as the primary relationship manager for RTA, KRA, Digital, and Other operational service providers.
  • Reconcile vendor invoices with operational MIS and service volumes, investigate discrepancies, and ensure timely resolution.