Sales Team A Daily

Veekesh Kumar

Objective H.No. **/* Salaiya, Bareli,Raisen

Bhopal (M.P) - 462008

(M): 881-***-****

E-MAIL: **************@*****.***

To achieve challenging appointments in an established, progressive & professionally managed organization which will provide excellent and corporate vision of Financial sector to draw upon my knowledge, experience & strengths for mutual benefits. Resume

Summary

Total - 6 years’ experience in Financial sector industries of different reporting systems at different levels.

Experience Currently working with “Bank of India Operator.” as a “Client Kyc Check Updation ” at Bhopal from Sep 23 to till date.

Role & Responsibilities:

Scrutiny of Applications-Checking signature/Aadhaar KYC /application form/PAN Bank KYC

Maintaining the Data of Investments reported on a daily basis for the branch and from Server Updating associate

Following up for pending document with KYC/Customer and by calling the them Resolving KYC Complaints/queries/Requests as per Uidai

Maintaining time stamp machine register for daily usage of number report

Co-coordinating with Sales Team with regards to Investment transactions

Calling Investor's for renewal of DSIP, Daily MIS, Monthly SIP

Calling distributor for Self-Declaration to avoid delay in Customer Previous Responsibilities (As Relationship Officer) in Fusion Microfinance Pvt Ltd Period “from AGU 2020 to MAR 23

Transaction (Lone Amount Fund, Insurance & Other product, etc) to be scrutinized properly.

Incomplete applications to be filled and upload the transaction regularly as and when received.

Transaction to be submitted in respective AMC/Registrar/Insurance Company before the cut-off time after our internal process.

Queries to be resolved on priority, received from RM/Partner and maintain the query register.

Petty Cash to be maintained daily and same to be process on monthly basis.

Maintain the utility bills and Courier Inward/Outward registered to be maintained. Previous Responsibilities (As Kiosk Authorization) in MP Online Pvt Ltd. Period “from Apr 2019 to Mar 2020

Verification of E-wealth A/c maintenance forms, opening, modification, closure & process the application of Bank Mandate & POA.

As par Kiosk Application form fill all Govt. job recruitment and kyc detailed complete done.

Maintaining Demat Request register along with POD of sending it to concern authority.

Entries in back office system and Scanning of doc & Lump sum (purchase). Previous Responsibilities (As Team Leader) in Common Services Center Ltd Period “from JANUARY 2018 to Apr 19

Handling a team of 300 Students in Projector pradhan mantra gramin digital saksharta abhiyan in Delhi Office Project.

My major responsibility is to Handling center Activity and also doing End to End process of Applications Forms Filling and five transition Completed any amount in government account payable .

All Student 30 days training in Basic computer knowledge and Hindi English Typing and 25 MCQ question its live exam in exam center given a student.

All student Email verify and mobile number correctly and live center Office.

Maintaining MIS records of daily activity and send to high authority from HO.

Then After 30 dyes exam certification downloaded then provide in all student. Year 2013 BSC from Barkatullah University Bhopal.

Result 59.99%

Year 2010 Higher Secondary from MP Board Education Bhopal. Result 63.60%

Year 2007 High School from M. P. Board Education Bhopal. Result 57.80 %

Education

Additional

Qualification

PGDCA (Post Graduated Diploma in Computer Application) MBA(Master Of Business Administration )Language from Madhya Pradesh to bhopal NISM V-A Series Mutual Fund Distribution

Strengths Sincerity, Good learner, Self confidence, Efficient working, Strongly dedicated towards work, Innovative ideas, Good communication skills, Reliable & perseverance till the goal is achieved on time. Personal

Information

Father’s Name Shri Mangu Lal

Date of Birth 03th November 1991

Marital Status Unmarried

Nationality Indian

HOBBIES AND

INTEREST

Listening Music

Reading

Newspaper

(Veekesh kumar)

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