Divanshi Pal

Experience

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  Wealthcare Securities Pvt. Ltd.

  Oct 2020 - Mar 2021

  Operations Executive

  • Worked as an Backoffice intern where I utilized excel to migrate and organize data from various sources, handling documentation, mailing and other duties assigned by the Team Leader.• Resolving inquiries and queries from customers by providing a thorough and speedy resolution via mails and calls.• Follow ups from multiple AMCs regarding customer queries.• Performing basic admin duties including printing, sending emails• Participating in implementation or improvement of initiatives associated with customer service.• Ensuring satisfaction of customer needs to the best possible way Show less

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  WC Securities Pvt. Ltd (Previously known as Wealthcare Securities Pvt Ltd.)

  Apr 2021 - Feb 2023

  Senior Executive Sales Support

  • Conduct secondary research on financial products and preparing reports for the same• Making insurance quotations, investment proposals and portfolio reviews for HNI clients • Development and implementation of fund investment policies or strategies.• Investigating market changes and devising approaches to take advantage of emerging opportunities.• Maintaining close watch on financial and operational performance of different funds and making proactive adjustments to keep portfolios in conformance with plans.• Completing paperwork, recognizing discrepancies and promptly addressing for resolution.• Creating spreadsheets using Microsoft excel for daily, weekly and monthly reporting.• Actively addressing and resolving customer’s concerns and escalating major issues to supervisor Show less

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  Frontline Securities Limited - India

  Mar 2023 - now

  Mutual Fund Executive

  •Recommending and advising mutual fund for HNI clients•Managing client's mutual fund portfolio•Arranging to buy and sell mutual funds for clients•Provide advice on liquidity requirements •Advise and renewals of clients Systematic Investment Plan•Provide support and service to client