Experience

CoinDCX

• India
• Financial Services
• 500 - 600 Employee

• Senior Training Executive

  • Apr 2022 - Present

• Subject Matter Expert

  • Oct 2021 - Apr 2022

• Customer Success Expert

  • Jul 2020 - Sep 2021



Optimum Financial Solutions Pvt Ltd

• Mumbai Area, India

• Customer Relationship Executive

  • Feb 2018 - Jul 2020

   Job profile mainly involves making IFA’s software Live by requesting the data from RTA’s like CAMS, Karvy, Franklin and Sundaram and uploading them accordingly.  Performing Reconciliation for the data uploaded and maintaining accuracy.  Attend to IFS’s queries, resolving their complaints via tickets and meeting their requirements.  Attending the Inbound call from IFA for urgent assistance in performing the online transaction with software, Bug related issue, Data Mismatch etc.  Domain booking and pointing. Show less



Kotak Mahindra Asset Management Co. Ltd.

• Mumbai Area, India

• Customer Service Representative

  • Jun 2014 - Dec 2017

   Handling Investor's call and emails as per defined services level to its end, coordinating with CAM’s for expeditious resolution of investor queries and grievances.  Forwarding complaints received from investors to respective departments  Ensuring that the investors' emails are replied in TAT's and with proper response.  Manage call log system and alert system  Preparing reports of total queries received from investors on daily basis  Submission of reports to seniors  Guiding investors for their investments in Kotak Mutual Funds  To give updates on NFO schemes and accordingly arrange the sales executive.  Arrange the Account statement to Investor’s/ Distributor’ address or softcopy  Providing investors with their regular NAV Show less