Customer Service Manager

PRAVEEN KUMAR YADAV

I/K **, Kustia Housing Estate, Picnic Garden Road, Post Office – Tiljala, Kolkata - 700039

Phone: 798*******; Email:***********@**********.***

MUTUAL FUND & BANKING OPERATIONS PROFESSIONAL

PROFESSIONAL EXPERIENCE :

KOTAK MUTUAL FUND – February 2019 till May 2019

Deputy Manager - Customer Service - Retail Sales

Ensured error free processing of the applications (subscription, redemption, switches, sip ) and timely resolutions to the queries pertaining to the investors

Processing of the non-commercial transactions

Resolving customer queries and grievances within the standard time set by the organization.

Processed KYC’s (Know Your Customer) document required for investment made in Mutual Funds.

Co-ordinating with the local bank to ensure timely realization of the instruments to provide the timely nav for the units purchased by the investors.

Ensuring timely resolution of the distributor's queries and providing them support in promoting

mutual fund business across all sphere of customers.

ICICI Prudential Mutual Fund July 2017-Till Feb2019

Branch Operations - Customer Service - Retail Sales

Ensured error free processing of the applications (subscription, redemption, switches, sip ) and timely resolutions to the queries pertaining to the investors

Resolving customer queries and grievances within the standard time set by the organization .

L&T MUTUAL FUND since Nov 2016 till June 2017

Manager - Customer Service -Operations Business Unit

Ensured error free processing of the applications (subscription, redemption, switches, sip ) and timely resolutions to the queries pertaining to the investors

Ensuring timely resolution of the distributor's queries and providing them support in promoting mutual fund business across all sphere of customers .

Imparting training to the sales team of east zone in respect to operational guidelines in mutual fund .

INDUSIND BANK LIMITED since April 2012 till Nov2016

Deputy Manager - Operations

Managing Branch Operations with complete accountability of Cash Reconciliation and matters related with DD/PO & Fund Transfers; monitored issuance of DD, Pay Order, FD Advices, RDs, Lockers,

Issuing Demand Drafts, Pay Orders, etc; collecting Transfer or Clearing Cheques, sorting them out and making proper entries .

Ensuring complete documentation in adhering with KYC Standards and timely processing of transactions and tracking suspicious transactions in compliance with AML

Responsible for dealing with Clearing, Fund transfer, NEFT, RTGS, Cash Management Services and Depository; built relationship with customer through good service.

RELIANCE CAPITAL ASSET MANAGEMENT May 2007 – Apr 2012

Senior Branch Operations Executive

Ensured error free processing of the applications (subscription, redemption, switches, sip ) and timely resolutions to the queries pertaining to the investors

Provided guidance to investors in investing mutual funds

Processed KYC’s (Know Your Customer) document required for investment made in Mutual Funds for Rs 50000 and above

Conducted meetings every month with our registrar “karvy“ to discuss the better ways to serve our investors in every possible way out

ADFC KOLKATA ( Sister Concern of HDFC Bank ) Apr 2003 – May 2007

Junior Processing Executive

Monitored and processed outstation and transfer cheques

Coordinated with other banks for quick realization of instruments

Imparted training to Juniors

Monitored high value & micro returns

Processed transfer Instruments and provided Client Service

Handled remittances, Pay in & Pay outs of major stock exchanges and Cheque returns

Worked in clearing & CMS during contingencies

References: Available on Request

EDUCATIONAL CREDENTIALS

Post Graduate Course in Information & Security, 2003 from Regional Computer Centre, Jadavpur

B.Com 2001 from Bhawanipore Education Society College

ACHIEVEMENTS

Winner of the RMF Star Performer for the East Zone 2Nd Quarter 2011-2012 (Best Operations Executive )

Winner of RMF Star Performer for the East Zone 1st Quarter 2010-2011 (Best Operations Executive )

Winner of the RMF Star Performer for the National Level 2nd Quarter 2009 - 2010 (Best Operations Executive)

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