Sheetal Walve
Assistant Manager at Sundaram Asset Management Company Limited- Claim this Profile
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Bio
Experience
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Sundaram Asset Management Co. Ltd.
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Financial Services
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100 - 200 Employee
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Assistant Manager
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Jun 2017 - Present
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Computer Age Management Services Limited
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India
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IT Services and IT Consulting
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700 & Above Employee
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Customer Service Executive
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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
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Mutual Fund Assisant Operation Manager
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Dec 2012 - Dec 2013
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Education
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n.d.m.v.PC's K.b.g.t coe
Master of Business Administration (MBA), Finance and Financial Management Services -
k.t.h.m college
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services