Officer Service

RESUME

ALISHA PATTNAIK

E-mail: **********@*****.***

Date of Birth : 30th Mar, 1992

Present Address : Pune, India

Phone/Mobile No : +91-845*******,797-***-****

Career Objective

To acquire a challenging position in your Organisation where I can effectively contribute my knowledge and utilise my skills and abilities for the improvement of your Organisation.

Experience Summary

Working as banking officer in HDFC AMC (Assets Management) with an overall experience of 3.5 years in handling all Mutual fund Portfolio & Operations related work. Responsible for understanding the market trends and advising customers for their investment portfolios. Managing backend office works related to mutual fund claims, investment and filing & billing feeds.

Professional Experience

Client Service Officer For HDFC mutual Fund (Jul 2017 – Nov 2020)

Overview:-

●Working as client service officer for HDFC mutual fund. Role involves handling customer service, operations and admin functionality.

●Handling all new accounts for Mutual funds portfolio management and advising them with suggestion

●Analysing markets trends and advising customers and accounts for appropriate investments

●Application reviewing and logging in, with timestamp check in.

●Maintaining all the reports, reviewing them before submitting CAMS team

●Handling all customers queries coming through walk-in and phone calls

●Participating in weekly calls with all stake holders for updates.

●Handling queries with regards to mutual fund documentation from customers and brokers.

●Sending feed in excel to backend team for billing & further processing

Technical Skills

●PGDCA, Tally

Certificates and Achievement

●Successfully completed NISM certification

●Completed major certification related to mutual fund like VA, XA XB and VC recommended by SEBI

Educational Qualification

Completed MBA in finance and HR from Institute of Managment and Information Technology, Cuttack under Biju Patnaik University of Technology (BPUT), Rourkela, Orissa.

Year of

Passing

Board/

University

School/College

Degree/

Examination

Percentage/

CGPA

2015

BPUT

IMIT Cuttack

MBA

64%

2013

North Odisha University

D D College Keonjhar

B Com

65%

2010

CHSE

D D College Keonjhar

12th

72%

2008

CBSE

GreenField School, Keonjhar

10th

59%

Hobbies

●Listening to music.

●Exploring new places..

Personal Profile

Father’s Name : Late Mr. Anil Kumar Pattnaik

Mother’s Name : Smt Sasmita Pattnaik

Marital Status : Married

Languages Known : English, Hindi,Oriya

Religion : Hindu

Permanent Address : B-101, Swiss County, Thergaon,

Pune, Maharashtra- 411017

DECLARATION

I hereby declare that the information furnished above is true to the best of my knowledge and belief.

Place :- Pune Alisha Pattnaik

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