Business Management Project

SAYALI GOSAVI

Address: Ulwe, Navi Mumbai ******

Contact No.: 866-***-****~ E-Mail: ad5rau@r.postjobfree.com

Results-driven and motivated working professional with a strong educational background in Business Management Studies, seeking a challenging position where I can leverage my Business Analysis, Strategic Planning, Project Management, Financial Analysis, Marketing and Sales, Operations Management, Team Leadership, Communication Skills, Problem Solving, Adaptability, Customer Relationship Management (CRM), Data Analysis and Reporting, Business Ethics and Social Responsibility to contribute to the success and growth of a dynamic organization. As a dedicated and adaptable professional, I aim to apply my strong leadership and teamwork abilities to fostering growth and sustainability, while continuously developing my abilities and making a positive impact on the team and the company as a whole.

PROFILE SUMMARY

As a graduate with a Business Management degree, I possess a solid foundation in financial analysis, strategic planning, and market research. Throughout my academic journey, I have demonstrated strong leadership and teamwork skills, excelling in collaborative projects and extracurricular activities. With a passion for problem-solving and a data-driven approach, I am eager to contribute my expertise to an organization's success, drive growth through informed decision-making, and adapt swiftly to new challenges in a dynamic business environment.

ACADEMIC DETAILS

•2014: BMS(BUSINESS MANAGEMENT STUDIES) from Modern college in Vashi,Navi Mumbai

•2009: Class 12th from G.T.P COLLEGE, Nandurbar with 69.85%

•2007: Class 10th from S.A MISSION SCHOOL, Nandurbar with 62.50%

•2019 & 2022 : NISM CIRTIFICATION FROM CAMS

PROFESSIONAL HIGHLIGHTS

Title: Cetking educations

Guiding and assisting students in making informed decisions about their academic and career paths. Primary focus was to provide support, advice, and resources to help students achieve their educational and career goals.

Key Responsibilities:

Provide one-on-one and on-call counselling sessions to students to understand their interests

Assist students in identifying potential tuition course based on their interest and provide information on different course option and study materials provided.

Develop personalized education plans for students, considering their academic goals. Help students choose appropriate courses, majors, and academic programs to align with their career aspirations.

Advise students on selecting the right course. Assist with the application process, including reviewing application materials and preparing for interviews.

Provide guidance course fees and meeting application deadlines.

Monitor students’ progress and provide support and interventions when needed during the course.

Offer emotional support and guidance to students facing personal challenges that may affect their academic performance. Refer students to appropriate counselling services when necessary.

Maintain a database of educational resources, career guides, and other relevant materials to provide students with comprehensive information and assistance in their academic and career endeavours.

Follow-up on the enrolment and progress of student.

Title: COMPUTER AGE MANAGEMENT SERVICES

PERIOD: 3+ YEAR (31st Oct 2022)

Key responsibility

INBOUND AND OUTBOND

Interacting with clients and addressing their inquiries regarding mutual funds investments, account statements, transactions, and any other service-related requests.

Handling account opening, maintenance, and updating client information in compliance with regulatory requirements and company policies.

Processing mutual funds transactions, such as purchases, redemptions, transfers, and exchanges, accurately and in a timely manner.

Ensuring compliance with relevant industry regulations and internal policies to maintain the highest standards of operational integrity.

Maintaining accurate and up-to-date records of transactions, client communications, and other relevant documents.

Preparing and generating reports related to client accounts, fund performance, and other operational metrics for internal and external stakeholders.

Monitoring and analysing mutual fund performance data, benchmark comparisons, and investment trends.

Identifying process improvements and streamlining operational workflows to enhance overall efficiency and customer satisfaction.

Assisting in risk assessment and mitigation strategies to safeguard the interests of clients and the company.

Keeping abreast of industry updates and attending training sessions to enhance knowledge and skills related to mutual funds operations.

Cultivating and maintaining strong relationships with clients and internal teams to foster positive business interactions.

Collaborating with various departments, such as sales, compliance, finance, and marketing, to support mutual funds business objectives.

E-Mail (Distributors)

Manage and respond to email inquiries from mutual fund distributors promptly and professionally. Address their queries related to product information, account details, transactions, and other service-related matters.

Facilitate mutual fund transactions initiated by distributors through email channels. Ensure accuracy and timely execution of purchase, redemption, transfer, and switch requests.

Assist distributors in setting up and maintaining client accounts, updating account information, and resolving any account-related issues or discrepancies.

Disseminate information about mutual fund products, investment strategies, fund performance, and updates to distributors via email communication.

Provide orientation to new distributors, helping them understand the features and benefits of different mutual fund offerings.

Ensure that all email communications with distributors comply with industry regulations and internal compliance policies.

Maintain accurate and organized records of email interactions with distributors, including transaction confirmations, account statements, and other communication for future reference.

Prepare and generate reports on email correspondence, transaction volumes, response times, and other operational metrics related to distributor support.

Handle and escalate complex or urgent issues to appropriate teams or management for prompt resolution.

Continuously assess and enhance the efficiency of the email support process for mutual fund distributors, identifying opportunities for improvement and implementing best practices.

Foster strong relationships with mutual fund distributors, ensuring they receive excellent service and support to maintain a positive and productive business partnership.

Stay well-informed about mutual fund industry regulations, and company policies, and share this knowledge with distributors to keep them updated.

Collaborate with internal teams, such as sales, marketing, compliance, and operations, to ensure seamless communication and cooperation in supporting mutual fund distributors.

IT SKILLS

Basic knowledge of computer components, operating systems, file management, and troubleshooting.

Familiarity with common software applications, including Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), and other specialized software relevant to the job or industry.

Knowledge of programming languages such as Java, C++ to develop and maintain software applications.

Ability to work with databases and manage data effectively using database management systems.

Familiarity with cloud platforms (e.g., AWS, Azure and Google Cloud) and the ability to deploy, manage, and scale cloud-based services.

Knowledge of data analysis tools (e.g., Excel, SFDC, POS, MF360) to process and visualize data for informed decision-making.

EXTRAMURAL ENGAGEMENTS & ACCOLADES

• Actively participated and won prizes in:

Participated in athletic meets & won prizes in school level

District level javelin throw (2nd prize)

District level shot-put throw (2nd prize)

Part of school Hockey team (won 2nd prize in district)

Participated in entrepreneurship seminar in D.Y.Patil PGBDM

PERSONAL DETAILS

Languages Known: English, Hindi and Marathi

Location Preference: MUMBAI, NAVI MUMBAI.

Contact this candidate