ARCHANA G

Experience

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  M/s Franklin Templeton Mutual Fund

  Apr 2006 - Mar 2010

  Senior Operations Executive

  Heading a team of executives, handling investor queries with regard to dividend, redemption, switch, purchase etc and processing of transmission, change in tax status/name/signature and other noncommercial transactions. Handling difficult letter/ e mail queries and drafting effective business letters to enhance investor satisfaction. Handling all compensation cases with regard to investor complaints and arranging payment from AMC. Frequently reviewing and updating the forms and instructions in the web site/intranet in line with the company practices Preparation of MIS. Show less

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  M/s Aditya Birla Sunlife Mutual Fund

  Apr 2010 - Jul 2015

  Assistant Customer Service Manager

  Training the new recruits, distributors and sales team on website usage, product update and Process Coordination and communication with branches, to ensure uniform practices across the branches. Handling the escalated complaints of the cluster and resolving it to the customer satisfactionReviewing the performance of the branches month on month relative to score card parameters and train for improvement.Monitoring the TAT of the queries, requirements and complaints resolved in a month.Handling branch escalations - investor and distributors queries, complaints and requirementsScrutiny of KYC documents Preparing the MIS of the cluster Show less

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  NESTO Institute of Finance T Nagar

  Aug 2015 - Oct 2019

  Training Manager

  Conducting training for Corporates, students and financial institutions on financial services and soft skills.Have conducted training assignments in Corporates TMI, T Nagar, Birla Sunlife AMC Ltd, ILS Training Centre, Parrys, Bharat Computers, Anna Nagar, NESTO Institute of Finance T Nagar, Computer Age Management Services Pvt Ltd (CAMS, Mount road), Bajaj Finance, HDFC Life Insurance

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  Computer Age Management Services Limited

  Oct 2019 - now

  Identify and assess potential risks that could impact the organization's financial, operational, legal, or reputational standing.Developand implementrisk management strategies and plans to mitigate identified risks.Monitorand evaluate risks and report findings to senior management and stakeholders.Collaboratewith cross-functionalteams to develop and implement risk management policies and procedures.Rank the identified risks based on their severity, probability and potential impact to give attention to high priority risks...Document all findings, assessments, decisions and action plans related to the risk assessment processEnsure compliance with industry regulations and legal requirements related to risk management.Provide trainingand support to employeeson risk management best practices. Show less

  • Manager - Risk & Quality

    Oct 2019 - now

  • Manager

    Oct 2019 - now

  • Manager

    Oct 2019 - now