Experience

IDFC Mutual Fund

• India
• Financial Services
• 1 - 100 Employee

• Operations & Customer Service

  • Jan 2015 - Present



Peerless Funds Management Company Ltd

• Operations & Customer Service

  • May 2010 - Present

• Customer Service Executive

  • May 2010 - Present

  Duties and Accomplishments: Handling Queries, Complaints & Solving it. Providing Quality Information to the Sales Team.Scrutinizing & processing the applications.Reporting Transactions to the Registrar & H.O Operations. Providing Service after Sales support.Handling HNI & Corporate Customer Queries.



Sundaram BNP Paribas AMC Ltd

• B.com with 3 years of Experience in Operations & Customer Service

  • Aug 2008 - May 2010

• Customer Service Executive

  • Aug 2008 - May 2010

  Duties and Accomplishments:Handling Queries, Complaints & Solving it. Providing required information on funds to ClientsDTR Reporting Scrutinizing & Processing the applicationsProviding Service after Sales support.Data Entry OperationsProviding Standard service to customers on regular basis



Mutual Fund

• Customer Service Officer

  • Aug 2007 - Jul 2008

  One year Duties and Accomplishments: Maintaining Portfolio of investorsProviding Information Regarding Mutual funds Maintaining Accounts & Handling Petty CashKeeping track on Investors Portfolio & suggesting on investmentsHandling Queries & solving them & Providing Service to customers. One year Duties and Accomplishments: Maintaining Portfolio of investorsProviding Information Regarding Mutual funds Maintaining Accounts & Handling Petty CashKeeping track on Investors Portfolio & suggesting on investmentsHandling Queries & solving them & Providing Service to customers.



Integrated Enterprises (India) Ltd

• Organization

  • Aug 2007 - Jul 2008