Experience

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  BOB Capital Markets Ltd

  • Bkc

  • Customer Service and Operations Manager

    • Aug 2017 - Present
    • Bkc

    o Proactive management and up gradation and improvement of the Customer care, Account opening operations, benchmarking best practices within the industry and competitiono Work closely with Marketing, Sales, IT, Compliance, Operations and Backoffice teams for market place effectiveness and business enhancement.o Facilitate, help, develop and implement Training modules for the new customer care staffo Managed a team responsible for Customer Care / Tele Marketing & Account Opening team of BOB Capital Market.

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  SBI Capital

  • Lower parel

  • Executive

    • Jun 2013 - 2015
    • Lower parel

    Client Advisory Group HNI desk•Ability to handle Trading Terminal in Equities (NSE/NSEFO/BSE) •Generate revenue from customers through constant interaction and promoting in house research calls to increase volume & frequency. •Maintain a good relationship with the Back office operations staff and provide the timely resolution for the customer queries in the efforts to enhance business.•Managed and trained the team members for online trading queries and advisory.Selected Accomplishment:•Stood 1st Runner-up in the “Nifty-Bank Nifty “Contest for selling the products to HNI clients. •Activated 180 online clients with 26.14Cr Turnover with above 1lakh brokerage in “Monsoon Brokerage Discount Scheme”•Activated 100 plus online accounts in “Mega Drive Client Activation Scheme”

• 

  BMA Wealth Creators Ltd -Franchisee

  • Thane

  • Senior Relationship Manager - Dealer Desk

    • Aug 2011 - Jun 2013
    • Thane

    Senior Relationship Manager – Dealer Desk •Interface with the customer for his/ her Account opening, trading and execution needs. •Generate revenue from customers through constant interaction and information dissemination of the markets and house views.

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  IDBI Capital Market Services Ltd

  • Belāpur, Maharashtra, India

  • Senior Executive

    • Jun 2005 - Jul 2011
    • Belāpur, Maharashtra, India

    o Define and implemented standards for Customer Service as per the business objectives.o Proactive management and up gradation and improvement of the Customer care, Trade over phone and FAQ sections on the portal, benchmarking best practices within the industry and competitiono Work closely with Marketing, Sales, IT, IDBI Intech, Compliance, Operations and Backoffice teams for market place effectiveness and business enhancement.o Drive and be involved in development of CRM modules and CRM activities for portal clientso Facilitate, help, develop and implement Training modules for the Call center staffo Managed a team responsible for Customer Care of IDBI Capital Online Trading Portal, www.idbipaisabuilder.in.o Prepared various MIS reports to evaluate the performance of Retail Advisory/Portal Team on a PAN India basis for portal clients.o Revenue generation activities includes: - Sending Intraday, F&O & Delivery Calls to Clients daily. Also sending messages to motivate the branch / sales personnel for increasing the revenue and turnover and non active client data to the branches on monthly / weekly basis to get them active

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  Sahara India Financial Corporation Ltd

  • Customer Service Officer

    • Dec 2004 - May 2005

    •Attending to Demat Queries on phones and interacting with walk-in customers for demat accounts.•Liasoning with the Brokers, Individual clients & solving the Queries regarding transactions & Holding.

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  Standard Chartered Bank. (Smart Marketing Services Ltd)

  • Customer Service Officer

    • Aug 2001 - Nov 2004

    Customer Service OfficerBusiness Financial Services Ltd. •Handles loan/overdraft accounts for Corporate.•Tracking all accounts balances, stocks, and other margin given on daily basis.•Accepting data and forms from clients for request of Pledges and Withdrawal, processing the data in the system & forwarding the same to the back office.•Informing & Collecting Shortfalls in client's a/c's and reconcile the same.•Co-coordinating with DP department, Accounts Department to smoother the work process and for better and faster results.Demat Cell 2001-2002 •Independently handled sales and services of Demat Counter. •Building and maintaining healthy business relations with all clients, ensuring high customer satisfaction.

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  HDFC Bank (M/s Bhatkal Financial Services Ltd

  • Customer Service Officer

    • Nov 1998 - Jul 2001

    •Attending to all Demat Queries and interacting with walk-in customers.•Liasoning with the Brokers, Individual clients & solving the Queries regarding transactions & Holding.