Sheetal Walve

Assistant Manager at Sundaram Asset Management Company Limited
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Contact Information
us****@****om
(386) 825-5501
Location
Nasik, Maharashtra, India, IN

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Experience

    • Financial Services
    • 100 - 200 Employee
    • Assistant Manager
      • Jun 2017 - Present

    • India
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Customer Service Executive
      • Mar 2014 - Jun 2017

      Customer Service Executive.. The company is Registrar and Transfer Agent for 18 different well known Mutual Funds companies like ICICI, HDFC, Tata, Birla & etc. • Answer calls professionally to provide information about products and services, take/ cancel orders,or obtain details of complaints. • Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken. Process orders, forms and applications. • Follow up to ensure that appropriate actions were taken on customers' requests. • Refer unresolved customer grievances or special requests to designated departments for further investigation. • Scrutiny of applications while accepting the application form at counter • Processing of Mutual Fund KYC applications. • Processing of Mutual Fund distributor applications • Acceptance, scrutiny, processing & banking of 22 nos of PMS funds (Pvt Equity funds). • Tata AIG premium daily reporting and collection through cash & cheque Show less

    • Mutual Fund Assisant Operation Manager
      • Dec 2012 - Dec 2013

Education

  • n.d.m.v.PC's K.b.g.t coe
    Master of Business Administration (MBA), Finance and Financial Management Services
    2010 - 2012
  • k.t.h.m college
    Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
    2007 - 2010

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