Front Office Customer Service
Resume:
Block No: **, Naya Gaon,
Mohali, Punjab - 160103
Yashpal Thakur
Email - *************@**********.*** 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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