Ankit Kumar Jain Email & Phone Number

Jaipur, Rajasthan, India

Jaipur, Rajasthan, India

Collaborating with Franklin Templeton Investments Jaipur. I have been associated with the same from Oct-2016 Supervisor in Client Relationship and Operations.Analyzed daily MIS, which are generated and cross checking them for their accuracy.Responsible for monitoring daily productivity and accuracy targets against the defined Service Level Agreement and for optimum utilization of available resources.To extensively coordinate with the Operations teams about timely mutual fund… Show more Collaborating with Franklin Templeton Investments Jaipur. I have been associated with the same from Oct-2016 Supervisor in Client Relationship and Operations.Analyzed daily MIS, which are generated and cross checking them for their accuracy.Responsible for monitoring daily productivity and accuracy targets against the defined Service Level Agreement and for optimum utilization of available resources.To extensively coordinate with the Operations teams about timely mutual fund issuances, redemption payout, ensure cams B/o to timely revert on critical issues.Responsible for end-to end single point service for the customer to take care of all his mutual fund needs and win his trust to achieve high renewal ratios.Ensuring weekly/fortnightly/monthly meetings with the IFA to develop rapport and encourage broker engagement activities.Ensuring to report daily MIS and tracking of targets & personal meetings with clients.Securing quality service by achieving service quality norms by interacting with branch offices, handling client’s requests & grievances for their satisfaction.Identifying improvement areas & implementing measures to maximize quality of services.Seamlessly coordinating with the Fresh Acquisition Quotes, Back office, and Product teams for various customer requirements.Co-ordinating for the risk assessment / valuations, risk profiling & development of Risk assessment for the corporate customers interested in MF offerings.To ensure cross selling and up selling to all existing set of clients.Supervising & monitoring the performance level of the process for ensuring superior service & mentoring team members for the accomplishment of service. Responsible for day-to-day operations like Daily reports, forwarding reports to branch offices, discussing current work issues & devising solutions for enhanced operations.To ensure timely closure of all Leads received from various sources and achieve high lead to conversion ratio. Show less

Ajmer, Rajasthan, India

Worked with Aditya Birla Capital Asset Mgt.Co. Ltd. I have been associated with the same from Nov-2012 to Oct 2016 as ‘Assistant Manager in Client Relations and Operations.Profile:Heading entire Rajasthan cluster from Jaipur.Reconciliation of all financial and nonfinancial transactions on daily basisLooking after all operations Activities.Ensure quality processing and customer service levels. Coordinate with AMC & CAMS Back OfficeCoordinate with Sales RM &… Show more Worked with Aditya Birla Capital Asset Mgt.Co. Ltd. I have been associated with the same from Nov-2012 to Oct 2016 as ‘Assistant Manager in Client Relations and Operations.Profile:Heading entire Rajasthan cluster from Jaipur.Reconciliation of all financial and nonfinancial transactions on daily basisLooking after all operations Activities.Ensure quality processing and customer service levels. Coordinate with AMC & CAMS Back OfficeCoordinate with Sales RM & Distributors and Nationalized Distributors.Conducing meeting with Platinum and Diamond category IFA on Weekly basis and sharing report with Zonal office.Engaging with IFA in a month in office and give them training about new features and aware them about alternative platform for investor and observe their feedback and share with Zonal level on monthly basis.Preparing Individual and corporate KYC as per KRA guidelines New customer Acquisition for investment and services productsPreparing Monthly MIS/Performance matrix and discuss the same with the Top-level management. Show less

Jaipur, Rajasthan, India

Associated in Reference Data Service processConsulting with various data sources for data uniformity of data in system for Trades to flow STP Straight through ProcessingSeamlessly coordinating with the Fresh Acquisition Quotes, Back office, and Product teams for various customer requirementsCo-ordinating for the risk assessment / valuations, risk profiling & development of Risk assessment for the corporate customerResponsible for service delivery of overall process in Account… Show more Associated in Reference Data Service processConsulting with various data sources for data uniformity of data in system for Trades to flow STP Straight through ProcessingSeamlessly coordinating with the Fresh Acquisition Quotes, Back office, and Product teams for various customer requirementsCo-ordinating for the risk assessment / valuations, risk profiling & development of Risk assessment for the corporate customerResponsible for service delivery of overall process in Account Setup/ Amendments as requiredresponsible for analysis and data processing in a timely and high-quality manner in the range of assigned product categoriesEnsuring regulatory and procedural complianceMeeting targets for Accuracy, Productivity, costsConsulting with various data sources for data uniformity of data in system for Trades to flow STP (Straight through Processing)Meeting of TATs, Quality Objectives and Key Risk Indicators, MISLegal Entity Creation, Modification, and Clearing Data Quality Exceptions through independent external research, where possibleRemediate all known data issues and gaps to ensure all data is ready for use by various processes built aroundReduce time to market and increase accuracy for tax and regulatory compliance programsIdentify root cause and work towards prioritizing strategic improvements to mitigate issues overallEnsured agreed standards and procedures are duly followed with an eye for delivering against the set timelines.Identification, review, and remediation of duplicate relationship structures to improve reporting accuracy.Work closely with SME s within the larger Client Data Services across locations to obtain required skillsets to have the right level of support required for the end-to-end Data RemediationCreate and agree required KOPs and KPIs around key processes.Manage delivery against agreed timelines and milestones with key Stakeholders / BusinessRecord, Track and Report on Risks and Issues Show less