Experience

Bandhan Mutual Fund

• India
• Financial Services
• 200 - 300 Employee

• Sales Support Executive

  • Feb 2023 - Present



LIC Mutual Fund

• India
• Financial Services
• 200 - 300 Employee

• Customer Service Executive

  • Feb 2018 - Feb 2023

  - Handling investor queries received via email, on phone, walk-ins as well - Handling institutional investors Purchase, Redemption Switch, Funds Transfer etc. - Handling queries regarding retail investors SIP / STP /SWP registration, cancellation, rejections etc. - Handling Non-commercial transactions like change in ASL, BR, Investors Name, Bank mandate, FATCA, and UBO updation etc. - Sending investors Statement of accounts, Balance confirmation statements, and Distributor brokerage statements as per requests. - Preparing 10% Letter for bank investors as per requirement. - Quick response to Email Queries from the investors. - Checking whether correct documentation and KYC is there for New Folios. - Handling queries related to distribution channels like AUM transfer, distribution commission statement, etc. - Keeping healthy coordination with relative departments. - Maintaining separate database (for investor and cheques) during NFO time. - Doing Reconciliation of inflow and outflow. Show less



CalibeHR Human Captial Private Limited

• India
• Consumer Services
• 1 - 100 Employee

• Back Office Executive

  • May 2017 - Feb 2018