Customer Service Executive

NUSAIBA MULLA

C: 289-***-**** ************@*****.***

PROFESSIONAL SUMMARY

Accomplished, client focused professional with over 7 years of experience in Customer Service profile in the Finance Industry.

HIGHLIGHTS OF SKILLS

Soft Skills: Independent, Organized, Positive Attitude, Good Communication, Time Management, Self-confidence, Leadership, Team-work, Analytical thinking, Hard-working.

Computer Applications: MS Word, Excel, PowerPoint, Email Applications.

Languages: Fluent in English & Hindi.

WORK EXPERIENCE

HDFC Asset Management Co Ltd, India.

Assistant Manager – Client Services April 2018 – January 2019

Executive – Client Services April 2014 – March 2018

Co-ordinated with clients to understand their requirements and recommend funds to ensure achievements of their objectives.

Interact with investors/distributors over telephone and emails to solve their queries, complaints & escalations.

Partner with sales team, central product team, compliance to meet client needs and regulatory guidelines.

Initiatives for relationship building for existing – inactive distributors/investors with focus product approach.

Participation and implementation of various initiatives and projects undertaken for improvement in customer service process with head office.

Bess Network Ltd, India October 2012 – March 2014

Customer Service Executive

Updating records of Retail and Corporate investors for audit purpose.

Handle complaints, provide appropriate solutions and alternatives within time limits; follow up to ensure resolution.

Service for High net worth individuals with financial planning and customizing product.

Prudent Bull Wealth Management Pvt Ltd, India September 2011 – April 2012

Customer Service Executive

Identify requirements and recommend a customized portfolio for high net worth individuals.

Communicate new product developments to prospective clients.

Responsible for client servicing and service operations for high net worth individuals.

J R Laddha Financial Services Pvt Ltd, India April 2011 – August 2011

Executive Back Office – Mutual Funds

Liaison with clients regarding receipt of account statements and other relevant papers with respect to their investments.

Maintaining MIS reports and reconciliation of various reports.

EDUCATION

Master of Commerce from Mumbai University, India April 2013

CERTIFICATIONS

NISM – Series – VA: Mutual Fund Distributors Certification Examination.

Mutual Funds (Advanced) Module of NCFM.

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