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Ishwari More

Senior Customer Service Representative

Talent
Navi Mumbai, MaharashtraMember since May 18, 2026
Risk Assessment and ManagementClient Relationship ManagementSales and MarketingProspecting and Lead Generation
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Risk Assessment and ManagementClient Relationship ManagementSales and MarketingProspecting and Lead Generation

About

Sincere and flexible team player with a positive mindset and fast learning ability. Good work discipline. Hold NISM 5A & VIII certifications with 1.7 years of experience at CAMS managing retail and HNI mutual fund queries in a customer service voice process. Handled KYC, transaction support, and general MF-related calls. Looking to grow in mutual fund operations and contribute to team success.

Experience

Senior Customer Service Representative - CAMS - Navi Mumbai, Maharashtra

(2024-04 - 2026-01)

  • Educated clients on fund performance and investment strategies, enhancing their understanding and decision-making.
  • Responded promptly to customer inquiries regarding investments and account activity, ensuring high levels of client satisfaction.
  • Processed client transactions and maintained accurate records.
  • Utilized CRM software to track client interactions and follow-ups.
  • Assisted with the preparation of prospectuses for newly launched NFOs.

Education

B.com - COMMERCE - S.K. COLLEGE OF SCI.& COMMERCE COLLEGE, Mumbai University (2022-04)

CLASS XII - DR. DY .PATIL AND JR.COLLEGE

CLASS X - D.P.V.N. SCHOOL (2018-03)

Skills

Senior Customer Service Representative

Reviews

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