Experience

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  R d associates

  Aug 2014 - Dec 2015

  Executive supervisor
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  Aditya birla money myuniverse

  Jan 2016 - Dec 2016

  Relationship manager

  *Identification of Financial Goals on call and advising with suitable mutual funds.*Converting the call lead to sale through registration, documentation, and transaction.*Advising Mutual Funds as per the requirements.*Analysis of existing portfolio, Modification of Portfolio as per Investor Financial Goals, Investment Advisory.

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  Fincash.com

  Jun 2017 - Apr 2022

  *Heading and Recruiting a Team of Online Wealth Specialist*Ensure on-call agents are backed with sufficient resources and information to meet the defined daily, weekly and monthly targets with high customer satisfaction and quality standards.*Effective management of team members with Attendance, Leaves, Breaks, Roster, Attrition, Shrinkage, Basic etiquette, and Discipline.*Setting up with individual mutual funds SIP and Lumpsum sale targets and ensuring same to be met within defined timelines and ticket size.*Preparing, discussing, and sharing weekly and monthly performance reports to executives with RGB (Red, Green, Blue) parameters. Documenting the performance report on a monthly basis to executives, and higher authority in the loop with an appreciation or required development. *Formulating strategies to increase the client base and dealing with existing clients by cross-selling Financial products like credit cards and Consumer Loans for revenue generation.*Handle, Grievances, Customer Escalations, Evaluation of Complaints to submit the RCA with an action plan and quick resolution to deliver end-to-end customer grievance resolution.*Schedule Periodic System and Product training on organizational updates. Real-time Guidance, and Feedbacks ensuring team members achieving the highest quality number.*Monitoring mutual funds transaction, allocation and settlement, uploading transaction in the database, FTP, and other services with BSE Star MF, BSE STAR CRS, BSE registration, Manage AMFI declaration, AMC empanelment, and other RTA AMC EXCHANGE requirements.*Verification and scrutiny of KYC documents for KYC Compliance, CKYC, EKYC, KYC Modifications, Mandates and Billers, Folio Transfer, Change Broker, etc.*Maintaining a healthy relationship with respective Asset Management Companies for MF solution, Registrar and Transfer Agents, Exchange and KRAs. Show less *Acquiring new investors, KYC registration, & creating their portfolio on call.*Convenience and convert the potential lead to sale with maintaining a healthy ticket size.*Convert and cross-sell financial products to existing investors.*Maintain quality score as per the par and achieve the defined targets.*Follow up with investor for reference lead and check the end solutions.*Share daily sale report to team manager with daily sales numbers.*Expertise in portfolio building, re-balancing & asset allocation as per Financial Goals.*Analyzing and Advising existing investors for portfolio re-balancing & re-allocation.*Interacting with investors for understanding their requirements and cultivating a healthy relationship with them to generate more business & potential references Show less

  • Team Leader- Customer service and Operations

    Mar 2018 - Apr 2022

  • Online Wealth Specialist - Mutual funds

    Jun 2017 - Mar 2018
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  Kotak securities

  Apr 2022 - Sept 2022

  Senior manager
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  Hdfc bank

  Sept 2022 - now

  Manager