Service Officer Deputy Manager

INTERNAL

P.V. DIVYA LAKSMI

Mobile : +91-917*******

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

OBJECTIVE:

To pursue a satisfying career in the institution and to be a part of a progressive organization that gives me a scope to enhance my knowledge and skills and where the same are used to the core, through new challenges.

Total Work Experience: 7 Years

Current Employer: Shree Consultants (Wealth Management Company) (Nov 2020 – Till date) Department: Client Acquisition Team

Designation: Client Acquisition Manager

• Advising individual and Corporate Clients on Wealth Advisory

• Responsible for creating wealth among client

• Handling portfolio of Active and inactive client

• Preparing MIS by EOD

• Generating investor report

• Checking KYC norms of customer

• Verifying customer documentation

• Handling different customer queries related to KYC process and Investment Previous Employer : HDFC Bank Limited( Jan 6th 2020 – March 24th 2020) Department : Loans ( Disbursal of Gold Loan, Personal Loan, Business Loan files) Designation : Deputy Manager – Deputation Staff

Job Profile :

• Verifying documents and checking loan eligibility of a customer

• Checking whether KYC norms are met as per Bank

• Handling disbursal of loans

• Checking the eligibility as per the customer capability ( Customer Income)

• Checking CIBIL Score and also checking whether the client have any existing loans

• Income criteria

INTERNAL

• Making loan process for both retail and also Big ticket sized client

• Handling various customer query

• Guiding the customers in filling the application form

• Checking the customer account details in Flexcube application

• Verifying whether customer NOC is in correct track

• Providing and guiding closure of Customer Loans

• Making renewal of loans in Gold loans

• Usage of Loan Origination System for processing the loan

• Maintaining MIS for files which is getting disbursed month on month • Reporting MIS to the superior Boss end of Day

Previous Employer : Reliance Smart money.com

Department: Investment Service Group (Sept 2017 – October 2019) Designation: Relationship Manager (Tele-Support in Investments and Operations Support in Loans) Job Profile:

• Responsible for Providing Service to Our Active, Inactive and New clients regarding Investment Services

• Dealing with Various financial products and services (Mutual Funds, Fixed Deposits, NCD’s, IPO, Loans, Equities, Debt Markets)

• Explaining Clients about the Various investment Ideas offered

• Providing Portfolio Service to our Valuable Clients

• Creating Wealth

• Responsible for clients query and resolving the same

• Fixation of Appointments with our Active, Inactive and New Clients by Explaining about the investment service offered by Organization.

• Lead generation

• Responsible for backend Operations in Loan department.

• Responsible for Maintaining MIS with details of Number of Cases logged in, Disbursed, Approved etc.

• Responsible for drafting mails and Getting approvals for Loan cases which is been logged in

• Usage of Loan Origination system

• Checking the CIBIL score eligibility

• Checking Know your customer (KYC) norms

• Handling disbursement of Physical files in loans

• Reviewing of CAM sheet (Credit Approval Memo)

INTERNAL

Previous Employer : Bajaj Capital Limited

Duration : July 2013 to July 2017

Department : Client Centre

Role : Client Service Officer

Job Profile:

• Providing value added Service to our Customer

• Resolving Customer Queries at a one point contact

• Resolving / Handling Repeat Dis-satisfied Customers

• Creating Wealth by Providing Various Investment Solutions

• Providing Solutions on peculiar queries raised by different types of customers. ACHIEVEMENTS:

• Awarded with a Trophy Twice in Champion Trophy by achieving 200% on conversion ratio of Clients

• Awarded with Certificate of Excellence for Best performer

• Gold Medalist in Commerce in Higher Secondary Examination

• Completed NISM Series V A

STRENGTH & SKILLS:

• Ability to grasp the knowledge required for the job and flexible in adopting the required techniques

• Passion to work on a challenging task.

• Good communication skills, problem solving & interpersonal skills.

• Developed problem solving techniques and sound decision making ability through job experience.

• Ability to handle multiple tasks & work independently as well as a team.

• Regularity, punctuality & flexibility enough to work in any scenarios.

• Enjoys working in a team and sharing knowledge and ideas. INTERNAL

EDUCATIONAL QUALIFICATION:

Bachelor of Commerce - Passed out in the year 2013 from Women’s Christian College with 81% HSC (12TH) – Passed Out in the year 2010 from TST Rajah Girl’s Matriculation Higher Secondary School with 89.83%

SSLC (10TH) – Passed Out in the year 2008 from TST Rajah Girl’s Matriculation Higher Secondary School with 81%

PERSONAL PROFILE:

Date of Birth : 14 September 1993

Marital Status : Married

Nationality : Indian

Languages Known : English, Tamil, and Telugu

DECLARATION

I would be much obliged, if you could give an opportunity to serve in your reputed organization and the above mentioned facts are true to the best of my knowledge. Place: Chennai Divya Laksmi P.V.

Date :

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