H. No: *****, Ward No: **,

Block No: **, Naya Gaon,

Mohali, Punjab - 160103

Yashpal Thakur

Email - adee1z@r.postjobfree.com Contact: - +91-852*******

Carrier objective

I want to pursue a challenging, innovative and inspiring career, where I can use my skills and knowledge to meet the benefits and goals of the Organization.

WORK EXPERIENCE

Organization : Indiabulls Asset Management Company Ltd. (on payrolls of Nilgiri Financial Services)

Duration : 21st January 2019 to 30th May 2020

Project Profile: Sales Support - (Assistant Manager Retail Sales)

Location: Chandigarh

Responsibilities:

Taking care of all Branch operational & Compliance Activities at Branch.

MF Business Co-ordination with Indiabulls Housing Finance Ltd Branches & Key IFA s.

Scrutinizing all financial & non-financial transactions before Reporting.

Handling queries & complaints of Investor s & Distributors.

Past EMPLOYMENT

Organization : DHFL Pramerica Asset Managers Pvt. Ltd. (Formerly Deutsche Asset Management)

Duration : 08th March 2016 to 31ST October 2018

Project Profile: Customer Service Executive

Location: Chandigarh

Responsibilities:

Taking care of Branch operational & Compliance Activities.

Handling all queries & complaints of Investor s & Distributors of Chandigarh, Punjab & Haryana.

Scrutinizing all financial & non-financial transactions before Reporting.

Give Sale support to North Region Sales team.

Taking care of Empanelment of New Mutual Distributor s/ Advisors

Past EMPLOYMENT

Organization : Deutsche Asset Management India Pvt. Ltd. ( Chandigarh)

Duration : 03rd September 2012 to 07th March 2016

Project Profile: Customer Service Executive

Responsibilities:

Business Development through relationship Management with Distributor s.

Handling all queries & complaints of investor s & distributors.

Daily & Monthly MIS Reporting to Regional Head.

Participate in Sales Contests & New Fund Offers and contribute to the Branch Business.

Empanelment of New Mutual Distributor s/ Advisors.

Past EMPLOYMENT

Organization : Deutsche Investor Services Pvt. Ltd C/o IL&FS Securities Services Limited (Chandigarh)

Duration : 31st January 2007 to 14th July 2012

Job Profile : Executive

Responsibilities:

Processing & Scrutiny of Mutual Funds & PMS Applications.

Front office services to Mutual Fund clients.

Maintain records at branch level for Audit.

Taking care of short fall of Marginal Funding/ LADS & timely informed the clients.

Past EMPLOYMENT

Organization : M/s Davinder Singh Jaaj & Co. Chartered Firm ( Chandigarh)

Duration : 01st July 2006 to 30th January 2007

Job Profile : Trainee

Responsibilities:

Updating books of Accounts, other accounting assignments of Clients Companies.

Audit Assignment solely handled of clients with subordinates.

Executing Stock reconciliation & Bank Reconciliation assignment of the clients in portfolio of our Audit firm,

Maintain Vouchers & Ledgers in Accounting package ( TALLY).

Past EMPLOYMENT

Organization : Karvy Computer Share Pvt. Ltd. (Chandigarh)

Duration : 10th June 2005 to 30th June 2006

Job Profile : Executive

Responsibilities:

Front office Services to Mutual Fund Clients & Distributors.

Processing of Mutual Fund Applications of AMC s.

Banking of investments cheques in CMS clearing.

Education

Post-Graduation Diploma in Computer Application (2004) from Punjab University.

Bachelor's Degree in Commerce (2000- 2003) from Punjab University

Certifications

NISM V-A

Personal Details

Date of Birth : 28th December 1982

Father s Name : Sh. Gulab Singh

Languages : English, Hindi & Punjabi

Martial Status : Married

Gender : Male

Declaration

I am confident of my ability to work in a team. I hereby declare that the information furnished above is true the best of my Knowledge.

Date: -

Place: - Chandigarh Yashpal Thakur

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