Client Experience Officer - Shetty Brothers Wealth Pvt Ltd. - Mumbai
Currently working with Shetty Brothers Wealth Pvt Ltd. as an Client Experience officer
- Create Online offline mutual fund / corporate FDs KYC
- All online / offline transaction work of Mutual Fund (SIP/Lumpsum/STP/SWP/Switch/Redemption)
- All client service related transaction and work in mutual fund (Change Name/Address/email/PAN/mobile etc)
- Working on BSE Star MF/ cams edge306/ Kfintech transaction Portal and Wealth e Office Portal
- Demat account opening process in edelweiss broking.
- Tax related Mutual Fund Account Statements email to clients
- Coordination with clients.
- Coordination with AMC / Cams/ Kfintech RM
- Handle Petty cash
Back office executive - TATA INDICOM SERVICE CENTER - Mumbai
Worked with Tata Indicom service Center for 2 years as an Back office executive
- Order Placement for installation.
- Client data management.
- Assign technician for service and installation.
- Job-sheet preparation.
- Taking follow-up from technician.
