Executive (Client Service) - HDFC AMC PVT. LTD.
(2019-05 - 2024-03)
- To Ensure adherence to Compliance, Regulatory and internal services standard in the branch.
- Ensure Smooth day to day operational work of the branch.
- Research, resolve and respond to advisor/Client inquiries, this requires the demonstrated ability to make time sensitive decision.
- Handling Sales Support Activities.
- Scrutinizing/Processing Investor Application, KYC, and handling KYC related queries.
- Ensure that the necessary documentation is complete and organized correctly.
- Manage and deliver service to customers of the branch while ensuring adherence to internal standard and Compliance norms.
- Handling Branch Level Audit.
- Processing High Value Financial and Non-Financial Transaction.
- Demonstrated ability to collaborated in cross-functional team for problem resolutions.
- Interacting with clients, analyzing and assessing individual's inclination towards investment.
Executive - UNION AMC LTD.
(2024-04)
- Research, resolve and respond to advisor/Client inquiries, this requires the demonstrated ability to make time sensitive decision.
- Ensure that the necessary documentation is complete and organized correctly.
- Work in autonomous environment while meeting services demands
- Acquire new customer to the bank by matching their needs with services provided
- Providing training to MFD and Bank employee regarding new change in Regulations
- Visited Local CAMS doing meeting asking about challenges face by them, new changes in regulation and maintain relationship.
- Demonstrated ability to collaborated in cross-functional team for problem resolutions.
- Interacting with clients, analyzing and assessing individual's inclination towards investment.
- Processing KYC in-house.
Summer Internship - Patanjali Ayurveda Ltd
(2018-05 - 2018-06)
Market Mapping and Sales report analysis of East and South Delhi
- Learn on conducting survey and knowledge about the customer's taste and preference.
- Understood channel sales.
Summer Internship - Outlook Group of Magazine
(2018-07 - 2018-07)
Generate Sales through Cold Calling
- Learnt Sales generation through cold calling.
- Understood hardcore sales.
- Learned how to work in a team.
