Khushbu Gandhi Email & Phone Number

Baroda

• Responsible for Client servicing and +ve Net Promoter Score.• Handling Common Account No generation and online transaction of Mutual Fund through MF utility.• Handling queries related to claim intimation, claim settlement and renewal of insurance policy.• Preparing basic financial assessment as per client’s financial goals.• Tracking and ensuring renewal data of branch and insurance repository account.• Continuously in follow up with relationship manager for cancellation recovery.• Attending the walk in clients and helping them to solve their queries.• Collecting the business documents from Rms, scrutinizing the same and punching it in system• Handling all operational, branch account activities and clients’ payout.

Vadodara Area, India

Account opening formalities, Managing Client Pay in & Payouts, Coordinating with Head office for contract notes, deliveries & collection of amount, Supporting clients for Internet broking, Handling full back office and administration activities.• Assigned the tasks of developing and supporting sales of different investment products and services of the firm.• Technical Help to clients with knowledge of Financial software ( like e-Signal, Meta Stock and Dolphin).• Designing monthly News letter of firm with a circulation of 500.

Vadodara Area, India

At Reliance Industries, as a student trainee i was given the maximum exposure to learn about the industry.I had been in departments like finance,hr,training & development,manufacturing division,account and admin.

Customer Relationship Management, Customer Services, A

Master Of Business Administration (Mba), Financial Planning And Services

Pgdfa, Accounting And Finance

Bachelor Of Business Administration (Bba), Finance And Financial Management Services, A