Kumar R S

Experience

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  M/s Carvalho Associates

  Jun 1998 - Aug 2000

  Assistant

  undertook various internal audit assignments for them.WORK EXPOSURES

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  Karvy Consulants Ltd

  Jan 2003 - Sept 2003

  Office Assistant
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  Integrated Enterprises (I) Ltd

  Jan 2004 - Jul 2004

  Leading Depository Participant
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  Citigroup Global Services Ltd., (Formerly E-serve International Ltd

  Aug 2004 - Sept 2007

  Processing Officer
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  Leading AMC

  Jan 2007 - now

  Senior Lead Executive - Customer service and Operations

  Roles and Responsibilities in Customer Service Dept :- Customer Query Resolution Team: Investigate the complaints and queries received from Branches and through Customer through calls and letters.Co-ordinate with Operations team and Branches and resolve the query.Make necessary changes in customer folios.Ensure complaints / queries received from customer have been resolved within TAT by sending letters or by making calls to the investor.

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  FRANKLIN TEMEPLETON INVESTMENTS

  Sept 2007 - Dec 2009

  Executive - Operations

  in Operations Team: Verification of Financial and Non Financial Transactions:Verification of Purchase, and Redemption transfers received from branches and send weekly observations for the same.Verification of Systematic Investment Plan Purchases, and exceptions.Verification of purchase exceptions processed and purchase rejections.Verification of SIP cancellations as requested by investor and rejection of SIP cancellations.Responsibilities: To ensure all the Purchase, Redemptions and Non Financial transfers are processed as per the investor's request within the TAT. To prepare MIS and sent branch and product wise observation report for the same on a weekly and monthly basis.; 3.1 The Integrated Enterprises (I) Ltd., Responsibilities:Verification and confirmation of Delivery Instructions received from branches through images and export to the NSDL.4.1 The Karvy Consultants Limited. Responsibilities:Trading and Depository Account Opening and applications processing.Making entries for Pay-ins, Pay-outs.Making entries for Market and Off-Market transfers.Preparation of daily Audit Reports.Follow-up of Delivery Instructions from clients.Responsibilities in Reliance Info-comm project:Customer Application Processing.Preparation of Daily MIS-Reports.Maintenance of records for customer-applications in hand and cash collections.Pay-roll Maintenance.5.1 M/s Carvalho Associates Chartered Accountants. Work Exposures:Debtors Analysis.Stores maintenance and Stock verification. Show less

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  Leading Asset Management Company

  Sept 2007 - Oct 2022

  ince Sep’07 with Franklin Templeton Investment India Pvt Ltd. Growth Path:Sep’07 – Jul’21 as Senior Lead ExecutiveSince Jul'21 - CAMS - Computer Age Management Services), Chennai as SPO (Senior Processing Officer)Key Result Areas:Supervising & managing a team of 7 members team which has handled leading financial and non-financial transactionsEnsuring queries, grievances & complaints received from brokers and clients are resolved within the TATRecruiting, leading, training & monitoring performance of the team members for maintaining excellence in the service operationsLiaising with Operations Team; working with branches & bankersMonitoring the overall functioning of processes, identifying improvement areas and implementing adequate measures to maximise customer satisfaction levelPreparing MIS and managing branch and product wise observation report for the same on a weekly and monthly basis; generating various MIS report for apprising the top management on the progressAssessing the customer feedback, evaluating areas of improvements & providing critical feedback to the associates on improvements and achieving higher customer satisfaction matricesPreparing SOPs, manuals & work instructions for operations and maintaining reports for facilitating decision making by the management Conversion of prospective walk-ins as long term investorsPREVIOUS EXPERIENCEAug’04 - Aug’07 with Citigroup Global Services Ltd., (Formerly E-serve International Ltd.,) Chennai as Processing Officer in International Funds Transfer UnitJan’04 – Jul’04 with Integrated Enterprises (I) Ltd. – A Leading Depository Participant as Executive Trainee in Transactions Processing DepartmentJan’03 – Sep’03 with Karvy Consultants Ltd. as Back Office Assistant in Stock Broking Department Jun’98 – Aug’00 with M/s Carvalho Associates Chartered Accountants Show less

  • SENIOR LEAD EXECUTIVE - CUSTOMER SERVICE AND OPERATIONS

    Sept 2007 - Oct 2022

  • Worked as Opertaions Executive

    Sept 2007 - Dec 2009
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  Sampath Financial Services

  Jul 2022 - now

  • Proprietor

    Jul 2022 - now

  • Proprietor

    Jul 2022 - now