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Satyabir V. is a seasoned investment professional with 10+ years of experience in the financial services industry. He has worked in various roles, including Investor Relations Officer, Customer Service Representative, and Operations Executive, across companies such as JM Financial Asset Management Ltd, Sitel, Reliance Mutual Fund, and Candid Marketing. He holds a Bachelor of Commerce degree from the University of Mumbai and has gained expertise in investment operations, sales support, and customer service.

Experience

    • India
    • Financial Services
    • 100 - 200 Employee
    • Sr. Investor Relations Executive
      • Apr 2021 - Present

    • Investor Relations Officer
      • Nov 2017 - Apr 2021

      Working in jm financial mutual fund in Investor Relation team and Operation Sales Support , looking after the High Value Transaction, time stamping reporting to banking, and RTA, preparing MIS report, parallel coordinate with investor about there queries through call / walkin etc.

  • Sitel
    • Mumbai, Maharashtra, India
    • Customer Service Representative
      • Apr 2014 - Nov 2017
      • Mumbai, Maharashtra, India

      Working in Sitel India Ltd for ICICI Prudential AMC as a CSP looking after the inbound query through calls and emails, doing transaction on behalf of the investor via online platform and guiding investor solving their incomplete transactions.

  • Reliance Mutual Fund
    • Mumbai, Maharashtra, India
    • Relationship Officer
      • Sep 2012 - Mar 2013
      • Mumbai, Maharashtra, India

      Working for Reliance AMC as a relationship officer looking after the private bank in central and harbour region for SIP in mutual fund.

    • Operations Executive
      • Jun 2011 - Sep 2012

      Working with the BTL agency on various project i.e. events and promotion (selecting promoters and briefing according to the project, also done sales promotion , road show, MTO (mall activity) and many activities and events to satisfy the clients)

Education

  • University of Mumbai
    Bachelor of Commerce - BCom, Business/Commerce, General
  • North Bombay Welfare Society High School.

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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