Aparna Naik

Aparna Naik

Investment Advisor

Followers of Aparna Naik84 followers
location of Aparna NaikThane, Maharashtra, India

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  • Timeline

  • 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 2005
      Investment Advisor

      Handling 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 2008
      Officer

      Placing 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 2009
      Associate

      Placing 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 - now

      Handling 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 - now
      • Senior Executive

        May 2019 - Jun 2021
      • Associate

        Nov 2015 - May 2019
  • Licenses & Certifications

    • NCFM

    • NCFM Capital Market and Derivatives Market

      NSE India
  • Honors & Awards

    • Awarded to Aparna Naik
      Project Star - Dec 2021 For handling successful 3 training batches for new hire with 100% output.
    • Awarded to Aparna Naik
      Star Performer - Dec 2018 Annual performance and recognition