Jayshree Jshree1983

Experience

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  ICICI Bank

  Nov 2007 - Jul 2008

  Relationship Executive

  Worked as Relationship executive in Elite Trade Group for • Trade roaming,• Migration,• Hedging.• Fx online, on call Jobs Activities • Calling up companies involve in import export business & generating leads for Sales Manager with those companies concerned person.• Assisting existing client for migrating into different type on account.• Cross selling of product to the existing client, follow up & documentation of the same.

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  Barclays

  Nov 2008 - Apr 2009

  Support Sales Executive

  • Worked as Support sales executive in Work place banking under retail liabilities for Corporate salaries account employees • Calling up companies & generating leads for Business Development Managers with the company’s concerned person. • Follow up with clients & BDM, maintaining database.

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  Destimoney Securities Pvt. Ltd

  Oct 2009 - now

  Tele Marketing Executive & Client Servicing

  Client operations:o Working as Customer service managero Managing end to end process for opening up of wealth management accounts (broking & commodity)o Form processing (form filling/ form verifying & logins) etc, sending evening SMS to Cluster Head o Ensuring all the KYCs get logged in time without discrepancies and get the code issued before month end. o Co-coordinating with BIU to ensure that the entire team’s revenue is reflected in the MIS.o Follow up with Relationship Managers for clearing debit of clientso Scrutinizing & forwarding D.I.S. slips to DPo Handling dematerialization of physical shareso Ensuring the client has receive all important documents after the account has openedo Sending regular updates to the client of their accounto Reporting of all major information for wealth client & updating from time to time.o Assisting client with annual reports for tax purposeso Help Cluster Head to check client files. Report to Cluster Head if any fraud done by the RM with respect to RM tracker entry.• Client Interface:o Ensure high level of customer service and manage difficult customer situations.o Sending statement to the client, as well as to the RMs for the mapped to them as and when required, welcome kit query etc, calling them and building a relationship.• Other operations:o Maintain attendance register, stationery usage tracker.o Maintain RM Live tracker which includes details of the meeting done by RM’so Ensuring joining formalities for all new recruits & exit formalities for all resigned employees Show less