Back Office Executive

Suhasini N B No-**,*th cross, J J R

Nagar (South),

Bangalore : 560018

Mobile : 990*******

Email:********.*****@*****.***

CAREER OBJECTIVE

To effectively contribute to the success of an organization that offers an opportunity for continous learning, growth and good working environment and thereby mould myself to be an excellent professional .

EDUCATIONAL QUALIFICATION

Bachelor of Commerce from Vivekananda Degree College, Bangalore.

Pre University Course from SJVP College, Harihara.

S S L C from Aditya Birla Public School, Kumarapatanam.

SKILL SET

Package : MS Office

Operating Systems: WINDOWS 98

Tally ERP :9

STRENGTHS

Good Communication and Interpersonal skills.

Accepting Challenges at any pace.

Positive Outlook.

Strong commitment towards the work assigned.

Great Adaptability to the required situation.

EXPERIENCE PROFILE

Back office executive in Bonanza Portfolio Ltd, From July 2010 till March 2011.

Customer Service Support Executive in Fidelity Mutual Funds currently now L&T Mutual Funds from March 2011 to till 27 August 2017.

Job Responsibilities

Ensured Implementation of Compliance guidelines.

Responsible for scrutiny of applications sourced from RMs, Distributors and couriers.

Co-ordinating with the Investors, Banks, IFA & Distributor Companies for operational transactions.

Processing of Subscriptions, Redemptions and Switches.

Verification and processing of all types of transactions.

Co-ordinating with the Financial Consultants who handles clients’ portfolio.

Fixing and scheduling the appointments to the investment consultants.

Handling and resolving the investor queries.

Delighting the investor by providing complete and correct information.

Delighting the Distributors by providing complete and correct information.

Handling and Resolving RM's and Distributors queries.

Co-ordinating with Operations and Customer Service team for resolving the queries.

Personal Details

Father's Name: Narayan S Bhajantri

Nationality: Indian

Date of Birth: 25th December 1989

Marital Status: Married

Languages Known: Kannada, English, Hindi and Telugu.

Interests: Reading, Listening to music and Travelling.

Declaration

I hereby declare that the above written particulars are true to the best of knowledge and belief.

Place: Bangalore

Date: (Suhasini N B)

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