Customer Service Support

PREETHI M

**/***,** *****,********* Road,EB Office

Gudalur,Tamilnadu

948**-*****

****************@*****.***

OBJECTIVE

Dynamic professional with extensive experience in executive customer service. particularly in the mutual fund sector. Committed to delivering exceptional service and fostering strong client relationships while continuously improving operational processes. Adept at leveraging my analytical skills to address customer needs and enhance service quality.

PROFESSIONAL EXPERIENCE

Executive customer service:

Dec 2023 – May 2025 Cams, Coimbatore

• One year and four months of experience in customer service at ICICI Unit MutualFund.

• Collaborated with team members to improve service delivery and customer satisfaction metrics.

• Take ownership of the customer issues and concerns, ensuring effective resolution.

• Using excellent software for customer query handling.

• Maintained customer documents very safe and secured while working. KEY RESPONSIBILITIES IN PAST WORK EXPERIENCES

• Ensure all investor data and transaction records are up-to-date and error-free.

• Regular auditing to verify data integrity.

• Process investment-related transactions efficiently, such as purchases, redemptions, and transfers.

• Ensure all operations comply with applicable financial regulations and company policies.

• Maintain documentation for audit and compliance checks.

• Protect investor information from unauthorized access, as per the company's data privacy policy.

• Implement robust systems for data security and confidentiality.

• Maintain investor records including KYC documents, account statements, and transaction history.

• Process investor service requests like change of bank details, contact information, tax status, and name corrections.

• Handle investor queries received via email, ensuring timely and accurate responses.

• Address and resolve errors or discrepancies efficiently PERSONAL SKILLS

Problem Solving:

Capable of addressing and resolving complex issues quickly and effectively. Collaboration:

Ability to manage multiple funding applications and track project milestones. Adaptability:

Adapted quickly to changing project requirements, ensuring seamless integration of new features and functionalities.

ACADEMIC CREDENTIALS

University: Bharathiyar University. Gudalur, Tamilnadu College: Government Arts and Science College, Gudalur. Bachelor of Commerce (Computer Application), Graduated in Oct 2023 PROFESSIONAL QUALIFICATIONS AND CERTIFICATION

• Tally Prime

• NISM-Series-II-B: Registrars to an Issue and Share Transfer Agents - Mutual Funds

• Knowledge of the responsibilities and Functions of registers and share transfer agents

LANGUAGES KNOW

English (Read, Write, Speak)

Tamil (Read, Write, Speak)

Kannada (Speak)

I hereby acknowledge that the above mentioned all information is correct and true as the best of my knowledge and experience.

Date: May 18, 2025

Place: Coimbatore, Tamilnadu

References and other document`s available upon request

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