Customer Service Assistant

********@*****.*** 571-***-**** https://www.linkedin.com/in/sano-fer-38428213b

1

S

OBJECTIVE

Looking for a challenging

Administrative Level position in

a well-established organization

SKILLS

• Customer interaction

• Account-keeping

• MIS

• MS Excel

• Stock-trading

• Event co-ordination

• Attention to detail

• Excellent communication &

Organizational Skills

• Multi-tasking

• Time Management

SANOFER P R

101 Parkhill Court

Sterling, VA 20164, USA

********@*****.***, 571-***-****

CAREER SUMMARY

• 8+ years of experience in financial industry managing teams dealing with financial needs of the clients.

• Experience accomplishing immediate and long terms goals of the firm to meet the client needs.

• Expert customer service and customer support specialist with proven experience acquiring in-depth understanding of customer requirements.

• With customer satisfaction feedback, promoted from Front Office Specialist to Market Research Assistant of National Stock Exchange

(NSE) and again with-in three months to Bombay stock exchange

(BSE).

• Consistently achieved my target of 500K USD in Home Loan Disbursements for seven consecutive months and received incentives for the same every month.

• An year of experience being an Administrator and Teacher in an academic institution

EXPERIENCE

Office Administrator/Teacher Kalanjiam School, Chennai, India 01/2015 – 01/2017

S SANOFER P R

101 PARKHILL COURT

STERLING, VA 20164, USA

********@*****.***, 571-***-****

********@*****.*** 571-***-**** https://www.linkedin.com/in/sano-fer-38428213b 2

• Created a conducive environment that will groom and motivate the students to be interactive learners

• Enabled students to adapt to new challenges and opportunities of the competitive world

• Instilled values of singleness of purpose and self-belief in students and taught students to be proud of their community and motherland

• Recruited teaching staff and conducted training sessions on methodology of teaching, student’s behavior, domains of teacher’s performance.

• Evaluated assigned personnel for ensuring that standards are achieved and performance is maximized.

• Facilitated communication between personnel, students and/or parents for evaluating situations, solving problems and/or resolving conflicts.

• Facilitated meetings, processes, etc. for meeting curriculum guidelines and/or ensuring that state mandates are achieved.

• Facilitated the development, communication implementation and evaluation of quality learning for enhancing excellence, equality and equity for staff and students.

• Managed a variety of school administrative functions (e.g. student disciplinary policy, school schedule, assigned personnel, etc.) for enforcing school, district and state policy and maintaining safety and efficiency of school operations.

• Performed other related duties as assigned for ensuring the efficient and effective functioning of the work unit.

• Presented information (e.g. budget overviews, accounting processes, distribution formulas, etc.) for communicating information, gaining feedback and ensuring adherence to established internal controls.

• Supervised school personnel for monitoring performance, providing for professional growth and achieving overall objectives of school's curriculum.

S SANOFER P R

101 PARKHILL COURT

STERLING, VA 20164, USA

********@*****.***, 571-***-****

********@*****.*** 571-***-**** https://www.linkedin.com/in/sano-fer-38428213b 3

Disbursal Executive SHELTERS (an associate of CITI BANK) 02/2007 – 08/2010

• Handled initial customer service requests for Walk-In, Telephone, and Internet customers

• Handled customer communications from Fax, Mail, Internet mediums

• Answered general home loan inquiries in a courteous, professional manner

• Analyzed account problems; formulate solution; implement basic level account corrections

• Reviewed all critical documents to ensure they have been received, are correct and have been signed properly.

• Initiated tranche Co ordinating with the valuator for next stage payment

• Co-ordinated with builders for stage payments.

• Researched and notated documentation that is outstanding for disbursement of loan.

• Consulted with Lawyers about the property documents and informed client about required documents for the disbursement of the loan.

• Sent loan offer letters to clients on time.

Market Research Assistant Geojit, BNP Paribas, Chennai, India 02/2004 – 01/2007

• Hired as a Front Office Specialist and within a period of three months promoted to Market Research Assistant

Front Office Specialist:

S SANOFER P R

101 PARKHILL COURT

STERLING, VA 20164, USA

********@*****.***, 571-***-****

********@*****.*** 571-***-**** https://www.linkedin.com/in/sano-fer-38428213b 4

• Kept front desk tidy and presentable with all necessary material (pens, forms, paper etc.)

• Handled initial customer interaction through greeting and welcoming guests

• Answered questions and addressed complaints

• Answered all incoming calls and redirected them or took messages

• Received letters, packages etc. and distributed them to staff

• Prepared outgoing mail by drafting correspondence, securing parcels etc.

• Checked, sorted and forwarded emails

• Monitor office supplies and place orders when necessary

• Kept updated records and files

• Monitored office expenses and costs

• Monitored check deposits to the bank on daily basis Market Research Assistant:

• Responsibilities included understanding customer’s financial goals and advise them on buy sell or hold strategy and execute trade.

• Interacted with clients to updated them on research calls and advised them on asset allocation within their portfolio and guided them on Buy, Sell or hold strategy

• Advised client with regards to their investment in equity & Derivatives Market

• Built relationship with the client & educated them about investments in market

• Responsible for achieving brokerage

• Executed trades orders for individuals as well as financial institutions S SANOFER P R

101 PARKHILL COURT

STERLING, VA 20164, USA

********@*****.***, 571-***-****

********@*****.*** 571-***-**** https://www.linkedin.com/in/sano-fer-38428213b 5

• Advised clients based on market research reports

• Co-ordinated with lawyer and client, scheduled for property registration

• Co-ordinated with lawyer and clients for takeover loan from another bank.

• Planned marketing and branding objectives.

• Expanded product solutions and offerings.

• Prepared marketing strategies alongside other company executives and staff.

• Analyzed market trends and recommended changes to marketing and business development strategies based on analysis and feedback.

• Prepared and adhered to budgets.

• Oversaw creation and delivery of press releases, advertisements, and other marketing materials.

• Gathered and analyzed customer insight.

• Engaged consumers on social media.

EDUCATION

• Bachelors in Business Administration (BBA)

-University of Madras, Chennai (2009).

• M.B.A (Information Technology)

-TamilNadu Open University, Chennai (2016).

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