Aneesh Kumar R S Email & Phone Number

Bangalore

Bangalore

Handling operations of south India (4 Branches and a team total size of 10 members) and coordination between HO and regional hubs.Job Role & Responsibilities:-Implementation of new processes and improving current processesHandling of client escalations from south region and assign to concerned branches and find a solution with in TATCoordinating with central customer service team and was one point contact for all client escalations from south regionEnsure Process, TAT and the compliances are followed by the branchesRegular MIS reporting to Top ManagementTeam Management:-Training & monitoring the team members to ensure efficiency in operations and meeting all the compliance requirement and KYC before processing client applicationsBuilding attitude & training field force regarding activity plans for organizational commitment creating a healthy work culture for streamlining processes to ensure smooth functioning of operations.

Bangaon Area, India

Ensure data validation and verification of DEMAT and Trading accounts(Online, Offline and commodities accounts)As per detailed scrutiny of legal agreements entered into by the clientHandling queries from Relationship managers and clientsPreparing MIS on daily, weekly and monthly basis and updating the state headLiaise with sales team for ensuring completion of documentationProvide Equity product training for new members in the sales teamCoordinating and ensuring account opening with in TAT timeAssisting State head and helping his team by giving training about the new products and schemes to all team members

Bangalore

Regional office: - Main activities include handling branches and franchisees across Karnataka and GOA and training them about account opening process and documentation.Other activities:-Handling queries from branches and franchiseesUpdating the branches and franchisees on time about new process or product introduced by the top managementParticipate in meetings, huddle calls, etc as requiredPreparing MIS on daily, weekly and monthly basis and updating the managementAs per detailed scrutiny of legal agreements entered into by the clientProvide Equity product training for new members in the team and for branches and franchisees. Make field visits to franchisees for verification of documentsVerifying Documents enabling Margin Trade Funding (Loan Against Shares)Ensure data validation and verification of DEMAT and Trading accounts(Online & Offline)First level data punching in the system for generating DEMAT and trading codesProvide customer support for entitlement and verifying and processing the Trading forms as well as DP forms to HO.Validating documents of Global trading and NRI Products

Bangaon Area, India

Disbursement activities includes (Retail Asset Operations Group)Pre and post disbursements processes & data punching in SystemMapping of disbursement bank statementDaily data confirmation MIS sent to central operationsFiles sent to regional operations for processingInward and outward confirmation sent to sales and creditTAT report published to sales3Handling sales and credit queriesHandling Central Operation and Regional operation queriesHelping customer service team on absent of any colleaguesOther Activities:-Handling smart business loan and roaming protect operations and the process includes checking of customer documentsOpening current account for the customer in order to get the over draft facility from ICICI bank.Creating service request for setting Over Draft limit for customersCoordinating with central operations to resolve queries after limit setup

Master Of Business Administration (Mba), Marketing

Bachelor Of Commerce (B.Com.), Commerce

Education record