Beena Singh

Experience

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  Karvy Computershare

  Dec 2012 - Jan 2016

  Investor relation officer

  Mutual fund Registrar & Transfer Agent (R&T) operations.Attending all queries from customers, AMC, Distributor’s end and resolution of the same.Ensured that clients’ orders are promptly and correctly served within the time frame specified.Maintain all type of Record like Time Stamp, Cheque banking & Dispatch.Accepting transfer requests, RTGS, NEFT from customers, AMC, Distributor’s and ensuring the processing of the same as per time lines.After receiving all transaction we maintain closing no. In TSM CONTROL in our processing module and maintain separate records in register. If any transaction with amount Rs 2 Lakhs and above cheque banking is done on the same day.Coordination with the Branch & head office.Coordinating and Collecting the MIS from the branchesSend the report to the Operations Head.Process the National Pension Scheme (NPS) of UTI MF like cheque banking and process the NPS with Mumbai guidelines.Received (NPS) transaction without time stamping and process on same day with the help of PRAN NOProcess KYC on daily basis received by AMC, Distributors & Investor.Scanned all KYC and upload in CVL KRA.Scanned all Mutual fund Commercial Transaction & Non-Commercial Transaction. Show less

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  Bajaj Capital Ltd

  Jan 2016 - now

  Assistant Manager

  Open online Mutual Fund Account.Verify the documents which is uploaded by clients and RMSend NACH mandate form to HDFC bank for the registration of SIP. Update all registered NACH mandate records in concern Module.Attending all queries from customers and Relationship Manager's end and resolution of the same.Coordination with the Branch Relationship manager regarding pending cases of Account.Ensured that client’s orders are promptly and correctly served within the time frame specifiedSend the report to the Operations Head.Process KYC on daily basis received by AMC and Investor.Portfolio management and mapping. Show less