Devki Joshi Email & Phone Number

Adelaide, South Australia, Australia

Australia

Mumbai Area, India

Prepare customised monthly, quarterly and half year MIS reports as per requirement of fund managers.Prepare weekly MIS report for sales, administration and distributor.Co-ordinate with operations team and update Fund managers for the inflows and outflow of total corpus.Maintain existing accounts through excellent client service. Create and maintain client.

Mumbai Area, India

Handle the entry and verification of account opening and closing.Attend clients Queries regarding trading and Demat account closing.Update client master, bank details, and transmission.Update client details on the database.Resolve issues raised by client.Closure of Demat account after successful transfer of securities for individual and corporate client in.

Mumbai Area, India

Call logging as per the requirement, ownership of call and follow-up on the closure of the same.Co-ordinate with sales and support engineers for assignment of work as per Service Level Agreement.Prepare and email customized quotation as per requirement of customer.Prepare and email various business communication letters for various corporate and clients.

Mumbai Area, India

Arrange for employee interview.Prepare Daily Activity Report.Update product knowledge, form filling and co-ordinate training program.Assist senior manager for sales training, operational and administrative work.Organise and facilitate seminar and promotional campaign arranged by company.