Customer Service Executive

DEEPIKA TANDON **************@*****.***

Sector ** KV Society +918*********

Gurgaon-122001

PROFILE

An energetic self motivated and hard working Management coordinator, able to use own initiative &

work as part of a team. Proven leadership skills, including managing and motivating others to

achieve objectives. An effective communicator at all levels within an organization. Good problem

solving and analytical skills.

CURRENTLY WORKING

KVM Wealth Mgmt Sol. P.L. Gurgaon

Executive & Assistant

Job Responsibilities:

Handled accounts payable and receivable, prepared bank deposits, controlled inventory, and

maintained equipment and technology.

Planned and coordinated PR initiatives, business development events, partner retreats, holiday

parties and more.

Maintain CEO’s calendar span and schedule meetings, teleconferences and travel.

Negotiated favourable terms and pricing agreements with vendors, caterers and other providers

for service at special events.

Improved office efficiency by implementing colour-coded filing system and introducing

additional time-saving measures.

Enhanced communication between manufacturing department and executive team, fostering a

sense of teamwork and collaboration.

Maintain executive's calendar and email.

Provide administrative support to the Board of Directors.

Prepare and review reports, presentations, and finished documents relative to executive's

assignment.

Prepare confidential reports, charts, and tables regarding operations, staffing changes, sales

volumes.

Professionally answer and direct incoming calls.

Coordinate meetings and events including finding a location, catering, attending the events to

provide support, prepare materials, and other needs for a successful event.

Complete and submit expense reports.

Maintain executives contact lists in lotus notes, personal cell phone, and blackberry.

PREVIOUS EXPERIENCE

Kotak Mahindra Bank ltd.

Gurgaon

Service officer – Front office

Job Responsibilities:

To look after all ‘Banking operations’ related to cash, AMC Operations, Customer service,

TD’s, RTGS, transfers, clearing, lockers, gold, demand drafts, passbooks and remittances.

Looking after the leads of Insurance, mutual funds, bonds and account openings along with

providing advisory services to customers about dealing in financial products.

Charge reversals, service registrations, vouchers checking.

Coordinating with treasury and forex department for trade deals.

Facilitate account closure, account blocking, cheque book issue, credit card deposit.

Ensure KYC compliance of saving and current Accounts and sending the same for processing.

KEY SKILLS

Quick learner.

Leadership qualities

Good at Decision Making

PROFESSIONAL QUALIFICATION

M.I.B. (Masters in international business and finance 2009-2011)) from IMS, Dehradun.

B.A. honours mathematics from Sri Venkateshwara College, Delhi

AREA OF INTEREST

Administration Management.

WORKSHOPS/ SEMINARS/ PRESENTATIONS

Workshop on Art of Living in 2009.

Personality Development Workshop conducted by Hero Mind Mine in 2010.

Hosted a presentation on Tariff and Non Tariff Barrier, in1st semester of M.I.B (IMS-

Dehradun) 2009.

EDUCATIONAL QUALIFICATION

YEAR COURSE INSTITUTE / COLLEGE BOARD / UNIVERSITY

2005 10+2 St. Mary’s Convent (C.B.S.E. Board)

2003 10 St. Mary’s Convent (C.B.S.E. Board)

ACHIEVEMENT

Secured 1st position in extempore competition in college.

Secured 1st position in Case Study event in college.

Secured 3rd position in dance competition.

PERSONAL DETAILS

DOB - 7/08/1987

Marital Status - Single

DEEPIKA TANDON **************@*****.***

Sector 56 KV Society +918*********

Gurgaon-122001

Hobbies & Interests - Acting, listening music and dancing.

Contact this candidate