Customer Service Office

Mrs. Trupti S Shinde Address: */*** Highland Park,Kolshet Road,OffGhodbundarRoad,Thane (W) Maharashtra 400607. Mobile: +919********* E-Mail: **********@*****.*** CAREER SUMMARY Dedicated, well organized professional with 3 Years 1 month of work Experience in leading Financial Services & Insurance Industry. Skilled In Back Office Operations, Customer Service & Administration. Quick Learner with the ability to adapt to rapidly changing business Situations and solving Problems quickly &effectively. KEY SKILLS Documentation Tracking and Verifying Process. Customer Support -Resolving Customer queries & complaints. Knack of taking additional tasks and completing them with perfection. Managing Information System. WORK EXPERIENCE : HSBC Invest direct Securities India Ltd, Thane Associate-Sales Support (June 2010–April 2012) & (Sept 2012 to October 2013) Key Responsibilities Checking & Processing Trading as well as DP account opening applications forms & send it to Head office. Follow up till get account Activated. Checking & Processing Trading as well as DP Closures forms & send it to Head office. Also Follow up till get account Closed. Verifying KYC application forms for individual client & Send it to Head office. Checking & Processing Addition /Deletion /Modification application forms (i.e. Change of address /Personal Details/Bank details etc) Preparing MIS Manually (Managing Information System) & managing Accounts activation as well as Account closure information of clients. Handled Customer queries, complaints & Escalations. Also follow up with Head office till query & complaint get closed. Handled all the Administration Work for Branch Level like Stationary, vendors’ payments, Petty Cash and Salary for Housekeeping. Also maintained Branch Reimbursement Voucher for Sales Team. Handled accounting & Finance section like making Pay-in as well as payout Cheque entry in the system. KEY ACHIEVEMENTS Reduced Discrepancy Level from 60 % to 0 % at Branch Level. Reduced customer complaint ratio from 100 % to 40 %. ADDITIONAL RESPOSIBILITIES Cross selling Equity, Mutual Funds, and Bonds Products to clients. Collating data for all the clients and using the same for Client Profiling. Max New York life Insurance Co.Ltd, Andheri (April 2010-June 2010) Branch Support Executive –Corporate Channel