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Customer Care Service Representative

Thane, Maharashtra, India
September 28, 2020

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Personal Details:

Chaitali Chandrakant Belose,

***, ******* ***.

Behind S.T.Work Shop,

Singhnagar, Khopat,

Thane (w) 400601

Mo: +91-720*******

Mail ID:

Career Objective:

I use my skills contribute to the organizations growth by begin a team and result oriented person.To devote my Technical and Management skills for attending the organizational goals and maximizing personal learning.

Educational Qualification:

Completed Bachelor of Computer science from B.N.Bandodkar college, Mumbai University with 60.82% in year 2015.

Completed H.S.C with 60.67 % from Maharashtra State Board in year 2012.

Completed S.S.C with 79.20 % from Maharashtra State Board with First Class in Year 2010.

Work Experience:

Company: Ventura Securities Ltd (Brokerage firm)

Designation: Relationship Manager (Mutual Funds)

Handle customer queries related Mutual funds.

Call to client for submit NACH mandate form.

Call to client for maintain balance in account for XSIP and NACH base sips.

Send portfolio report to NRI clients.

Need to do CKYC process and onboarding of offline clients.

Check kyc status on CVL KRA.

Place the order for SIPs,lumpsum.

Inform to client regarding Bonds, NCDs, Sovereign gold bond and place order.

Advise client related Funds.

Need to do process for NCDS.

Generate NACH form and upload.

Create MIS Reports daily.

Duration: 16 March 2020 to Present

Company: 5Paisa Capital Ltd (Brokerage firm)

Designation: Customer Care Executive

• Responsible to attend In-bound customer calls.

• Handle customer queries over the phone via email and chat.

• Handling Premium Desk for Helping HNI investor and suggesting better investment option.

• Assisted customers regarding Trading queries.

• Answered Mutual funds client regarding SIP and Lumpsum investment information.

• Informed to client regarding MF funds schemes and interacting regarding scheme related information, providing fund information and guidance through inbound calls.

• Answered Technical calls resolved technical issue like login issue, Advisory chart, Portfolio issue.

• Take a remote access and handling technical queries.

• Prepared Team performance report.

Duration: 16 Oct 2017 to 02 Sept 2019.

Company: Intelenet Global Services

Designation: Customer Service Representative

Process: ICICI LOMBARD(Outbound Process)

• Answered customer phone calls answering questions and offering services

• Met with potential customers to explain all insurance options

• Collected and updated customer information to ensure coverage was correct

• Assisted customers in filing claims as well as making and receiving payments

• Entered customer service notes into customer files after any contact for future reference.

Duration: 27th June 2016 to 2nd March 2017

Final Year Project:


Front-end: Visual studio .net 2008

Back-end: SQL Server

Duration: 4 month

Description: Tours And Travels Management Software is made my individual. This software help client to store all transaction in a system, which in turn save lots of time, money and energy. The objective of my project is to store all the details that include Customers details, Employee’s information, Tours details, Schedules and Booking details. It also remove manual work, now we can store information in computational format. Once the data stored into the system, user do not need to bother about. User can view the data at any time and user can also update the existing data.

Technical skills:

Finance Skills:

Capital market, Equity, Derivates, Mutual funds, corporate action, Bonds, trading process,Technical analyst, Porters five model, valuation, NISM VII.


Pursuing Investment banking course through Udemy online.

Completed online Bank Reconciliation course through Udemy.


I have completed 2month Equity research analyst and portfolio management internship by Finlatics.


Attained one day seminar on “Brightwayz”- career counselling.

”Endeavour”- Knowledge about knowing our skills & improving them.

Extra-Curricular activities & Hobbies:

Love to hear soft music like instrumental.

Love to do dance.


Won a first prize in group dance in “Aakansha Festival 2015” at B.N.Bandodkar College of science, Thane.

Personal Details:

Name : Chaitali Chandrakant Belose

Date of Birth : 11 Feb 1994

Sex : Female

Marital status : Single

Fluent in : Marathi, Hindi and English

Nationality : Indian

Permanent Address : 205, Radhika apt., Behind S.T.Work Shop

Singhnagar, Khopat, Thane (w) 400601.

Contact this candidate