
Aparna Naik
Investment Advisor

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About me
Quality Analyst and Training
Education

Sandesh College of Commerce
-Bachelor of Commerce (BCom) Accounting and Finance
University of Mumbai
-Bachelor of Commerce (B.Com.) Accounting and Finance
Experience

ICICI Bank
Dec 2004 - Aug 2005Investment AdvisorHandling High Net worth Customer & their Queries regarding investments.Creating Sales Leads and coordinating with sales executives.Proper guidance to the customers regarding Investment Products by calling HNI Customers.

Shriram Insight Share Brokers Ltd
Sept 2005 - Apr 2008OfficerPlacing Buy & Sell orders of Shares on behalf of the customers.Handling Queries of customer regarding share trading & solving it confidently.Handling Risk management for the customers.Setting the limits of customer for trading.Handling Demate A/c opening & Queries regarding DI Slips.Managing customer’s trading a/c profile.

Syntel Global Pvt. Ltd.
May 2008 - Sept 2009AssociatePlacing Buy & Sell orders of Shares on behalf of the customers on calls.Handling Queries of customer regarding share trading & solving it confidently.Creating QRC’s on call regarding customer Queries and closing the issue with proper resolution of FTR Basis.Handling E-mails regarding Queries and sending reply to the customer with proper resolution.

Diebold Nixdorf
Nov 2015 - nowHandling PAN India queries and escalations from vendors via Email. Co-ordinate with field engineers and their hierarchy to achieve set ART. Handling team of 6-7 associate. Resolving their process queries. Preparing their shift rosters on weekly basis. Successfully completed 4 New hire training batches with 100% output. Arranging refreshers sessions with complete team on regular basis. Doing quality audits for 30-35 team members. Providing feedback on the same. Handling PAN india E-mail Escalations from verious vendors. Providing support to service engineers to achieve their set ART. Analysing financial quotations and approvals received from concern team and document them on portal.
Process Trainer
Jun 2021 - nowSenior Executive
May 2019 - Jun 2021Associate
Nov 2015 - May 2019
Licenses & Certifications

NCFM

NCFM Capital Market and Derivatives Market
NSE India
Honors & Awards
- Awarded to Aparna NaikProject Star - Dec 2021 For handling successful 3 training batches for new hire with 100% output.
- Awarded to Aparna NaikStar Performer - Dec 2018 Annual performance and recognition
Languages
- enEnglish
- hiHindi
- maMarathi
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