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Operation senior executive

Chennai, Tamil Nadu, India
January 16, 2018

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Email :

Contact: 994*******


Seeking a profile where I can exhibit my analytical ability, technical skills and professional attitude for mutual benefit of self and the organization.

Work Experience

Franklin Templeton Investment (Sep 2014 to till date)

Designation: Executive (Operations)

Reporting to: Assistant Manager


To process all shareholder requests financial and non-financial.

Responsible for checking accuracy of data capture and authorization of transactions processed by the data entry associates.

Checking and Verification for completeness of application received and supporting documents attached.

Carrying out all activities related to the processing of a transaction which may include signature verification, completeness of docs as required to process a redemption request etc.

To Escalate/Report any anomalies found in the system

To Suggest areas for improvement in process or system to increase the process efficiency

Manage and maintain good relationship with vendors and business partners

To Coordinate with the CCSC to resolve branch/customer queries in a speedy manner to enhance customer satisfaction

To generate proper MIS on the activities of the department, and to report the processed/pending items and reasons for the same to the Senior Manager on a weekly basis.

Ensure that Investor complaints and queries through CCSC are resolved in a speedy manner to enhance customer satisfaction where these relate to the Operations of the company.

To coordinate with the partnering banks on financial transactions for respective investors periodically. ( feed generation and processing)

To Verify Investor request execution by using post process reports (redemption post process report etc.)

To act as a bridge between the investors and the Company with regard to all Investor requirements.

IDFC Mutual Fund (March 2013 to Sep 2014)

Designation: Customer Service Executive (Operations)

Reporting to: Vice President -Customer Service (South)


Analyzing transactions pertaining to mutual fund operations and reporting on scope for improvement for operational efficiency.

Conducting quasi audit in RTA to ensure accuracy of the transactions.

Preparing weekly report on critical activities to draw out discrepancies in all transactions carried out PAN India.

Maintaining trackers on addendums, circulars & notices.

Presenting reports to top management based on research and analysis done on pressing issues & specific processes.

Bharati AXA Life Insurance (October 2008 to 2011) – Part Time

Designation: Sales (Advisor)

Reporting to: Sales Manager


Cold calling to generate leads

Meeting the clients to initiate the sales process & to promote products

Maintaining & reporting daily activities

Academic Qualification

MBA (Finance & HR) (2010-2012) from SASTRA University, Thanjavur with 57.24% Aggregate (Regular)

B.B.A (2007-2010) from Bon Secours College For Women, Vilar, Thanjavur with 67.9% Aggregate (Regular)

HSC from Uma Maheswara HSS, Thanjavur: Tamilnadu Board of Examination (March 2007) with 76.58% Aggregate

SSLC from Girls Christian HSS, Thanjavur: State Board of Examination (March 2005) with 48.4% Aggregate

Additional Qualification/Skills

Cleared NISM Series V-A (October 2013) with 63%

IRDA certified (October 2008) with 75%

Operating System: Tally 9, MS Office, MS Excel & MS PowerPoint

Other Skills

Comprehensive problem solving abilities

Ability to deal with people diplomatically & a team facilitator

Fast learner & a hard worker

Projects Undertaken

1.Project: “Performance Appraisal” (HR)

2. Mini Project: 1. Production Process in Industrial Rubber Company (Marketing)

2. In Femto soft Technologies Private Limited (HR)


Accomplishments / Extra-curricular Activities


PRESENTED A PAPER ON: 1. “New Technology Developing In Food Marketing”

PERAMBALUR, Dhanalakshmi Srinivasan’s College.

2. “Customer Satisfaction in Marketing”

TIRUCHIRAPPALLI, Bishop Heber College.

2.Participated in various “Inter - College Competitions”

INTER-COLLEGIATE BUSINESS FEST - Management “Dumb-Chards” (First – prize)

- Ad zaps (Second – Prize)

Personal Details:

Date of Birth : 23.08.1989

Languages Known : English & Tamil

Address for communication : 23b, Bharathidhasan Street, Police quarters,

Thiruvanmiyur, Chennai - 42

Reference : Available on request

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