Client Relationship Manager
Resume:
RACHEL CHANDRAN
Career Objective:
To Efficiencies enhance and my working to serve capacities, my Organization Professional in best skills, possible Business way with sheer visionary determination & competitive and with commitment the changing and scenario to keep myself of the dynamic, world. Competencies:
Willing oriented to approach work with – innovative team play – and Positive adaptable attitude problem with goal solver – Determined good Listener & – focused time management – Effective interpersonal – urge to learn communication new. – ACADEMIC & PROFESSIONAL CREDENTIALS
MBA - 2012
(University MBA - Human Of Madras Resource)
Bachelor of Arts - 2006
(Quaid BA – English – E – Millet ) College For Women, Chennai Higher Secondary School - 2003
(Northwick Commerce Girls With Hr. Computer Sec. School Science) Chennai
Secondary School – 2001
Northwick Chennai Girls Hr. Sec. School
Recreation:
Listening Music
Reading Books
Sports & Game
Computer & Google Search
Reach me @
adhhfm@r.postjobfree.com
Language
Tamil & English
Software Exposure:
MS – Office
(Word, Excel, Power Point,
Windows Media Movie maker)
BSE Platform
Red Vision (Wealth Office)
Tech-Excel
Operating System:
Windows XP, 2000, Vista
Typewriting:
English Lower & Higher
Additional Qualification:
*NISM – V – A in Mutual Fund
*Diploma in Accounts & Auditing
*Travel & Tourism Certificate
Identification:
Father’s Name: Chandran.K
Date of Birth: 31st Aug 1985
Sex: Female
Marital Status: Married
Nationality: Indian
PROFESSIONAL EXPERIENCE:
PATERSON SECURITIES PVT LTD
Job Responsibilities:
Ensuring the highest levels of service to the clients Generating New AUM from In-active clients
Profiling needs customers & provide financial products to meet customer Providing Investment planning & advice
Ability to inspire trust and confidence in clients Coordinating & Insurance companies with all AMC’s, Corporate Fixed Deposit, Bonds Market Mutual MFI) Fund transactions through Physical & BSE platform (MFD & Checking time accuracy of transactions and processing before cut-off Transaction follow-up with the clients as well as AMC’s vision) Maintaining Customers investments portfolio summary (Red KYC, FATCA, UBO, Change of Bank compliance,
Responsible Deal confirmation, for Account Insurance statement, Quotes FD & Insurance Process, Bonds proposal Quotes and Documentation for Dematerialization of Shares & MF units Service related queries and resolving problems.
In –depth experience in data management, report writing. Digital Instagram/Marketing FaceBook/to promote Linkedin/product Emails/by Whats-the way app of Mutual Annexure Fund & Companies brokerage commission Bank credits segregating as per the RTA Preparing Equity & Insurance) MIS for all segment (Mutual Fund, Bonds, Fixed Deposit, financial Generating year RM wise Wealth Revenue for Quarterly, Half yearly & Paterson Securities
Private Limited
Chennai
ROLE
Sales Support & Operation
DEPARTMENT
Wealth Management
DURATION
Sep 2016 – Till Date
EXPERIENCE
3 Years 4 Months
Highlights
Sales Support
Financial transaction
Generating New Business
Customer Relationship
Report Generation
Digital Marketing
Presentation
AUM CAPITAL MARKET PRIVATE LIMITED
Job Responsibilities:
Responsible communication, for effective flow of information and Maintaining appointments and organizing meetings.
Coordinating Market with all Mutual Funds, Fixed Deposit, and Bonds Interacting with all Corporate and Retail clients
off Checking time accuracy of transaction and processing before cut- Transaction follow-up with the clients
Maintaining Customers investments portfolio summary, KYC, FATCA & UBO compliance,
Responsible and Deal confirmation for Account Process statement, FD Process, Bonds Quotes Service related queries and resolving problems.
In presentation. –depth experience in data management, report writing & Maintaining Branch Profit and loss Account
Preparing & financial MIS, year Budget presentation for Quarterly, Half yearly In-charge for entire office administration work
Staff Attendance Coordinating with HR Department
Giving training for new office staff at Chennai branch office Monitoring Company Premises
Taking care of vendor renewal of AMC on timely basis AUM Capital Market
Private Limited
Chennai
ROLE
MF Operation/Back Office/
Administrative
DEPARTMENT
Wealth Management
DURATION
Feb 2008– Aug 2016
EXPERIENCE
8 Years 6 Months
Highlights
Office Management
Sales Support
Branch Profit & Loss A/c
Customer Relationship
Report Generation
Documents Development
Operations Management
Presentation
XEROX INDIA LIMITED
Job Responsibilities:
Customer Sales Travel File Supply Management & Desk Management Service Service Support APOLLO HOSPITAL
Job Responsibilities:
Day-Handling Medical Maintain Billing Patient Ensure Good to-in and day that Summary public records doctor’s Customers Fee Operational the relationship Collection Department File transcribing appointment management, and workflow Internal with supplies dictation book other Calls and Department Demand DECLARATION:
I Because am very of much the above interested Qualification to be associated I am successfully with your known esteemed & looking Organization. forward to continue the same tempo I hereby even that in the professional information career. furnished above is true to the best of my knowledge. Date: Yours Sincerely,
Place:
[RACHEL. C]
Chennai
ROLE
Administrative Secretary
DEPARTMENT
Back Office
DURATION
Feb 2007 – Feb 2008
EXPERIENCE
1 Year
Greams Road, Chennai
ROLE
Doctors Secretary
DEPARTMENT
Ortho Care
DURATION
May 2006 – Feb 2007
EXPERIENCE
9 Months
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