
Abhishek Salvi
Phone Banking Officer

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About me
Data Research Analyst at Morningstar
Education

University of Mumbai
2018 - 2020Mcom Advance Accounting A Plus
University of Mumbai
2015 - 2018Batchelor Of Commerce Accounting A
Experience

ICICI Bank
Aug 2021 - Jul 2022Phone Banking Officer1. Doing KYC 2. Verifying Customer's identity by due diligence.3. Identify authenticity of documents of customers.4. Started NPS (Net Promoter Score) Drive for Better Customer recommendation.5. Do Pitch about GenaraI Insurance and Perosnal Loan products to customers.

Morningstar
May 2022 - nowData Research Analyst● Managing Data from different Mutual Fund Companies in Europe, Middle East, Asian and American market for publishing on Morningstar Direct.● During transition face successfully taken over the critical process from Schenzen and US which was operated by them from past 14 years.● Manage Relationship between Morningstar Indian Private Ltd. and Asset Management companies and other Data vendors as well.● Analyzing the Data thoroughly, checking its precision, Authenticity and do the research for reaching to 0% Escalation target.● Handling Operation and maintaining SLA in live market hours of Europe, Middle East, Asian and American Market.● Handle critical processes of Distribution includes Dividend, Interest and Captial Gain.● Managing and resolving grievances regarding clients Requirements and Grievances.● Provide shadow sessions and training to new joinees regarding the process. Show less
Licenses & Certifications

Forecasting and Financial Analysis
National Skill Development CorporationJul 2024- View certificate

Economics for Everyone: Understanding a Recession
LinkedInMar 2023 - View certificate

Managing Your Personal Investments
LinkedInSept 2022
Languages
- enEnglish
- hiHindi
- spSpanish
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