Sales Management

Monika Gupta

FLAT NO **B, POCKET - FG*, F-BLOCK,

VIKAS PURI, NEW DELHI - 110018.

(91-989******* / (91-931*******

*********@*****.***

* *********

* ****** ** ***** ** A CAREER WITH A LEADING COMPANY OF COMMITTED AND

DEDICATED EMPLOYEES, WHICH WILL HELP ME TO ACHIEVE A POSITION OF EMINENCE

IN THE INDUSTRY.

ACADEMIC CREDENTIALS

* MBA -Marketing from IMT Ghaziabad [Distance Learning Program], in 2009

* B.COM from Delhi University in 2001

* HSC - Commerce from Delhi - CBSE in 1998

CERTIFICATIONS

* AMFI (Association of Mutual funds in India) Certification in Mutual funds

(Advisory Module)

CAREER HIGHLIGHTS

Since May 11 till Jan 12 Globe Detective Agency Pvt. Ltd., as an

Assistant Manager, with a profile of handling

liaisons with security clients directly.

1

2 Tasks Handled

. Maintaining MIS and billing statement

. Maintaining collection amount of different clients

. Generating bills and prepare wage sheet.

. Co-ordination with all channels in Delhi and NCR region for the issue

of bills related

. Maintaining office filing

. Handling Incoming And Outgoing Mails of the Organization

. Maintaining Databases Of The Direct Dialers of the Organization

2

Since Jun 10 till Jan 11 UTI Asset Management Company, As an Executive

/ Client Services, with a profile of handling

liaisons with retail, National, Banking and

clients directly.

1

2 Tasks Handled

2 Business Development and Client Services Executive

. Dealing directly with all channels for the transactions forwarded by

their branches in Delhi and NCR areas (transactions pertaining to

Purchase/Switch/Redemption of MF units / PMS transactions).

. Coordinating with Back-Office Operations Department for Transactions

and their queries.

. Generating Account Statements and resolving Folio related queries.

. Sorting out short-comings related to insufficient/incomplete

documentation, and helping the clients/distributors to get it

corrected/completed.

. Co-ordination with all channels in Delhi and NCR region for both sales

and operational issues.

. Dealing with Karvy Computer Age Management Services (KAMS), Registrar

and Transfer Agents on behalf of UTI AMC, for both Non - Financial and

Financial issues.

. Developing New intermediaries through Identification, Training and

presentation with the aim to increase the distribution reach.

. Maintaining high degree of service standard and quality across the

channels.

Since Jun 06 - Jun 10 HDFC Asset Management Company, As an Executive /

Client Services, with a profile of handling

liaisons with National Distributors and HDFC.

1

2 Tasks Handled

3 Business Development and Sales Support

. Dealing directly with National Distributors for the transactions

forwarded by their branches in Delhi and NCR areas (transactions

pertaining to Purchase/Switch/Redemption of MF units / PMS

transactions).

. Coordinating with Back-Office Operations Department for Transactions

and their queries.

. Generating Account Statements and resolving Folio related queries.

. Sorting out short-comings related to insufficient/incomplete

documentation, and helping the clients/distributors to get it

corrected/completed.

. Co-ordination with HDFC Bank Branches in Delhi and NCR region for both

sales and operational issues.

. Providing necessary information and material support to HDFC Bank

Branches and National Distributors (Delhi NCR Region).

. Dealing with Computer Age Management Services (CAMS), Registrar and

Transfer Agents on behalf of HDFC AMC, for both Non - Financial and

Financial issues.

. Developing New intermediaries through Identification, Training and

presentation with the aim to increase the distribution reach.

. Maintaining high degree of service standard and quality across the

channels.

Since Aug 04 - May 06 ICICI Bank Ltd

1

2 Tasks Handled

4 Clearing Department

. Department Clearing - OCC (Outstation Cheques Clearing)

. Lodgement in Financle Software

. Lodgement in Cucca Software and Authorise the Instrument.

. Preparing MIS Reports for the Department

. Routine Jobs of the Department

Since Dec 01 - Aug 04 Globe Detective Agency Private Limited

Tasks Handled

Computer Operator - Investigation

. Handling EPBX System of the Organization

. Greeting Visitors of the Organization

. Handling Incoming And Outgoing Mails of the Organization

. Maintaining Databases Of The Direct Dialers of the Organization

. Executing Routine Assistance To The Regional Advisor of the Branch in

his Day to Day Working

ACADEMIC TRANNINGS

Since July'01 - Dec'01 M/S PARAMOUNT COSMETICS (I) PVT. LTD.

Computer Operator Cum Accounts Trainee

. Maintaining Filing System (General).

. Greeting the Visitors.

. Organizing Special Meetings Like Team Meetings, Annual General

Meetings Etc.

. Making Stock Statements & Handling Accounts Work on Tally 4.5 & 5.4

. Assist the Regional Advisors in there Day to Day Working.

COMPUTER PROFICIANCY

. Proficiency in Microsoft Office Package.

1 STRENGTHS

. Humble, Adaptable & Responsible

. Possesses Effective Managerial as well as Operational Skills

PERSONAL DETAILS

Husband's Name : Mr Anand Mohan Gupta

Father's Name : Mr Sapan Kumar

Nationality : Indian

Gender : Female

Marital Status : Married

Date of Birth : 21st June 1980

Languages Known : English and Hindi

REFERENCES

. Available upon request.

New Delhi (MONIKA GUPTA)

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