Susoma Kolay
MUTUAL FUND OPERATIONS | CLIENT RELATIONSHIP MANAGEMENT
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About
Mutual fund and financial services professional with experience across mutual fund operations, client relationship management, investment products and branch administration. Experienced in servicing clients, coordinating with Asset Management Companies (AMCs), CAMS, KFin Technologies, insurance companies, and regional and head offices. Skilled in mutual fund transaction support, client portfolio preparation and scheme allocation using CAMS and KFintech platforms.
Experience
Operations Executive / Mutual Fund Operations - Mutual Fund Distributor - Jamshedpur
(2023)
- Handled mutual fund operations and client servicing activities.
- Prepared client investment portfolios and allocated funds across mutual fund schemes based on client requirements.
- Used CAMS and KFintech applications to support mutual fund-related transactions and servicing.
Relationship Manager - Integrated Enterprises (India) Limited - Jamshedpur Branch
(2014 - 2019)
- Managed client relationships and handled business-related and service-related communication.
- Supported clients across Mutual Funds, Fixed Deposits, Insurance, Bonds, Non-Convertible Debentures (NCDs), NPS and Capital Gain Bonds.
- Handled Demat account opening and related service activities.
Senior Relationship Manager - Integrated Enterprises (India) Limited - Jamshedpur Branch
(2019 - 2022)
- Continued managing client relationships while taking on senior-level responsibilities for client servicing and business support.
- Coordinated with Asset Management Companies (AMCs), CAMS, KFintech, insurance companies, regional office and head office to resolve queries and service requests.
- Supported branch accounting and related administrative activities.
Accountant - Eastern Financiers Limited - Jamshedpur
(2012)
- Worked in accounting at a broking house.
BPO Associate - Aegis – Vodafone Process - Jamshedpur
(2010 - 2012)
22 months
- Worked in the Vodafone customer process in a BPO environment.
Education
Higher Secondary (Class 12) - Mathematics and Science - Jharkhand Academic Council
Secondary (Class 10) - Jharkhand Board
