Anusheela Sharma

Experience

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  HDFC Bank

  Dec 2011 - Oct 2012

  Coex in Sales

  o Accounts Opening, Fixed Deposits,Recurring Deposits and Life Insuranceo Generating New customers for the banko Customer Awareness of the various products of the bank

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  Amway

  Oct 2012 - Apr 2014

  Regional Operations Executive

  o Maintaining Daily Tracker of the AIP(Sales representative)o Coordinating with Regional office of Amsure, Max Life Insurance Co. Ltd and Royal Sundaram Alliance Insurance Company Ltd for various customer related issues.o Maintain Excel sheets for All the AIP daily reports, issuance and cancelled policies.o Follow up with the AIP for pending requirement against policies.o Proposal QC of all the forms and maintain a record.o Processing Surrender requests, Death Claim, health Claim, Reinstatement forms Show less

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  MeritTrac Services

  Jul 2014 - Feb 2015

  Back Office Executive
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  International Money Matters Pvt Ltd

  Mar 2015 - Feb 2018

  Executive Operations

  Mutual Funds :o Nav & Transaction feed upload in the internal software.o Transaction checking.o KYC check and documentation of clients of various countries(India,UK,US,Australia,etc).o Client On boarding.o Weekly/monthly MIS, AUM, various reports.o Interacting with respective mutual fund co. for any information.o Handling client database.o Handling the internal software.PMS:o Documentation for account opening, closure of exiting accounts.o Paperwork handling of any financial and non-financial transaction.o Cross verification of the form and documents submitted.o KYC check and documentation of clients of various countries(India,UK,US,Australia,etc)o Tracking the account till it is opened.o Maintaining database of all transactions.o Downloading and maintaining month end statements.o Downloading and maintaining Tax reports.o Preparing weekly/monthly MIS.o Preparing monthly AUM. Show less

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  Zreya Wealth Solutions

  Jul 2018 - Mar 2020

  Head Operations
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  PeakAlpha

  Mar 2020 - Jan 2022

  Senior Operations
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  IntyGritty Moneytree Pvt. Ltd

  Jan 2022 - now

  Senior Manager Operations