Receive inbound and make a mix of outbound campaign calls to AMP Life customers to offer solutions with the aim of providing information and retaining value• Identify customer needs through appropriate questioning techniques which comply with no-advice (and/or general advice) boundaries• Achieve against agreed productivity and campaign targets including dial activity and dollar benefits, measured using the agreed campaign framework• Identify opportunities for additional ways for AMP to grow the relationship with customers eg. lead opportunities for advice or sales teams• Follow the prescribed call approach and structured framework for liaising with customers• Identify and accept where skills and knowledge gaps are apparent, and work with leaders to increase anddevelop your expertise through coaching, mentoring and training where necessary• Proactively and positively work with the team and other departments to achieve business outcomes, through effective relationship building• Work in accordance with AMP’s policies, processes and procedures• Work in a fully compliant manner in line with internal guidelines and obligations, and external regulatoryrequirements• Ensure consistent availability to work within the Contact Centre’s hours of operation and remain 100% compliant with expectations for punctuality and attendance• Perform other duties and special projects as required

• Completed implementation paperwork for clients from client information sheets• Answer adviser and associate phone calls• Prepared client letters and helped preparing PowerPoint presentations, advice documents • Prepared personalised and bulk emails to clients on behalf of the advisers and associates•​Supported the Advisers and Associates through managing client queries and needs, which included dealing with 3rd parties such as platform providers to the firm, client's accountants, share registries, brokers etc.• Conducted client on-boarding, AML-CTF checks, asset transition process and providing support for maintaining clients ongoing account •​Been fully aware of compliance and risk settings and acted as a role model in supporting risk management and compliance culture• Proactively managed client privacy and other aspects of obligations to clients• Found information for clients and otherwise help meet their needs• Maintained all client and other records in XPLAN in a timely manner• Helped the new members of the team by running through the various processes• Prepared manuals/guides that helps in quick and easy internal sharing of information• Helped in improving existing processes and in developing new processes• Ensured reporting of on platform and off platform was accurate and done in a timely manner• Supported Investment Strategy Team as required from time to time • Ensured timely investing clients money in line with the advisors recommendation in a way that there is no loss of interest income to clients and at the same time investing the money in a way it doesn’t face risk of missing out the investment due date.• Created quarterly multi currency investment reports for high net worth client• Conducted AML/CTF checks

• Attend customer queries and enter the data in to the system• Follow up with customer, through phone and email • Solve and manage issues pertaining to a customer order• Answer phone calls and cash handling • Create invoices and facilitate dispatch

• Assisting in various Internal Audits & preparing of Internal Audit Reports, including vouching and verification of various incomes and expenses• Tax Audit & preparation of Tax Audit Reports, 3 CD form• Conducting various Audit procedures such as receivables & payable confirmation, materiality determination• Stock verification & preparation of stock sheet• Preparation & filing of Income Tax & TDS Returns for individuals & companies• Analyzing & ageing of account receivables & accounts payable, reconciliation statements• Preparation of query sheet & reporting • Carry out ledger scrutiny• Annexures relating to balance sheet items such as fixed assets & depreciation calculation, change in method of depreciation, current assets, investments, capital, working capital, loans & advances both secured and unsecured• Preparation of Cash Flow & Fund Flow Statements