Archana Devdhekar Email & Phone Number

Mumbai, Maharashtra, India

 Making Investors aware of various schemes of Mutual Fund Houses. Making Investors understand the effectiveness of Mutual Fund schemes for investments as compared to other competitive products like Bank Fixed Deposits, ULIPs, Equity Shares, and Bonds, etc.  Helping investors in carrying out investment transactions relating to buying, switching, redemption, and guide them periodically on the performance of their investments.

Mumbai, Maharashtra, India

 Update customer with insurance-related news. Advise clients to buy the right and the most suitable insurance policy for their needs. To oversee whether the clients are providing the correct information Help the client to fill up the proposal form and explain the relevance of the different parts of the form. To find out the financial goals of the client and propose right insurance product. Play a key role in the claim settlements of their customers by helping them with the correct process and the documents required.

Mumbai, Maharashtra, India

 Serve as a bridge between consumers (seeking to buy insurance policies) and insurance companies (seeking to sell those policies). Play distinct role in the entire life cycle of a product from the point of sale through policy servicing, up to claim servicing. Provide all material information with respect to a proposed cover to enable the prospect to decide on the best one with complete disclosures and transparency. Analyze the client’s current portfolios and make recommendations and create customized plan. Assist clients during the claims process.

Thana, Maharashtra, India

 Supervise office staff Liaise with other agencies, organizations and groups Control correspondences & Prepare time sheets Managing day to day routine work & Banking Conveyance and travel related matters Organizing Meetings & preparing minutes Enforce discipline To set targets of output of work. Performs other duties as assigned, requested or deemed necessary by management.

Mumbai

 Conducting orientation programs for teachers & students Created internal website to help patrons Documentation & processing university registration. Conducted lectures on the content management software  Create and maintain booklists and displays. Cataloguing of books in computers Prepared budget for the purchase of books and periodicals Maintaining records and cards & shelving of books and periodicals Mentoring and training fellow co-workers Web based information services & conducted acquisitions of reference materials Process and maintain magazine and newspaper collections Maintaining projector room Organisation of college events Supervision of administrative office of B.ed college Provide circulation and reference services, including research utilizing the internet and various databases maintained the library’s collections of books, serial publications, documents and audio-visual materials spearheaded library expansion.

Thana, Maharashtra, India

 Supervise office staff Liaise with other agencies, organizations and groups Control correspondences & Prepare time sheets Managing day to day routine work & Banking Conducted preliminary interview Conveyance and travel related matters Organizing Meetings & preparing minutes Enforce discipline To set targets of output of work. Performs other duties as assigned, requested or deemed necessary by management.

Mumbai, Maharashtra, India

 Supervise office staff Liaise with other agencies, organizations and groups Control correspondences & Prepare time sheets Managing day to day routine work & Banking Create and maintain booklists and displays. Cataloguing of books in computers Prepared budget for the purchase of books and periodicals Maintaining records and cards & shelving of books and periodicals

Mumbai Area, India

 Create and maintain booklists and displays Cataloguing of books in computers Prepared budget for the purchase of books and periodicals Maintaining records and cards & shelving of books and periodicals Mentoring and training fellow co-workers Web based information services & conducted acquisitions of reference materials Process and maintain magazine and newspaper collections Maintaining projector roomProvide circulation and reference services, including research utilizing the internet and various databases maintained the library’s collections of books, serial publications, documents and audio-visual materials spearheaded library expansion.

Nism-Series-V-A, Mutual Fund

Master’S Degree, Library Science

Associate’S Degree, Post Graduate Diplama In Library & Information Technology

Bachelor’S Degree, Library And Information Science, 2Nd Grade

Bachelor’S Degree, Bachelors Of Commerce, 2Nd Grade