Abhishek Salvi

Abhishek Salvi

Phone Banking Officer

Followers of Abhishek Salvi225 followers
location of Abhishek SalviMumbai, Maharashtra, India

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  • Timeline

  • About me

    Data Research Analyst at Morningstar

  • Education

    • University of Mumbai

      2018 - 2020
      Mcom Advance Accounting A Plus
    • University of Mumbai

      2015 - 2018
      Batchelor Of Commerce Accounting A
  • Experience

    • ICICI Bank

      Aug 2021 - Jul 2022
      Phone Banking Officer

      1. 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 - now
      Data 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 Corporation
      Jul 2024
    • Economics for Everyone: Understanding a Recession

      LinkedIn
      Mar 2023
      View certificate certificate
    • Managing Your Personal Investments

      LinkedIn
      Sept 2022
      View certificate certificate