Pooja Dharamshi

An aspiring finance professional seeking an entry/mid-level role in an organization that could help me learn new skills. Excited to deliver my potential in finance and implement it with a novel approach to the development of the company

Associate- Customer Support - TECH MAHINDRA – KOTAK SECUTRITIES PROCESS

(2023-01 - 2023-08)

Major Inbound Calling Process, & Done Email Process too.

• Major handling NEO Clients, Solving Their Doubts, Providing details related to their securities account, Ledger explanation, Bills explanation, Trading Account, Product Info, Financial Settlements, Account Analysis, etc…
• Also handling Kotak Traders Clients – Providing details to their securities account, Ledger explanation, Bills explanation, Trading Account, Product Info, Financial Settlements, Account Analysis, etc..
• Also worked as Team Leader assistance – Call auditing, Maintain Excel Sheets, Follow up on clients open cases.

SR. REPRESENTATIVE OPERATIONS – ADVISOR II CUSTOMER SERVICE - CONCENTRIX- JPMC

(2024-01)

Inbound calling process as retail customer service department

• Major role to handle customer for explaining accounts, updating personal information, making transfers, solving queries related to accounts like disputing transactions, activating cards, technical related to problems, general banking details and also assisting regional and telephonic bankers.

BCOM - KJ SOMAIYA OF ARTS & COMMERCE (2017-10)

MCOM - ACCOUNTING & FINANCE - MUMBAI UNIVERSITY (2020-10)