1. Quotation preparation for export customers.2. Coordination: a) Freight forwarder for quotations and freight charges followed by vessel schedule.b) Warehouse for packing list and loading quantity confirmation and stock availability.c) Sales coordination to complete the quotation, prepare working sheet with WAC+ selling price (margin confirmed by Sales Manager). d) Accounts for payment swift copies & bank details e) Export Declarationf) Accounts for documents verification for L/Cg) Follow up with the transporter for placement of trailer/container as planned. 3. Export shipments documentation (each country with different regulations) & filing.4. Share the final documents (Tax Inv & Commercial INV + PL & customer PL + BL + COO + PVOC + SONCAP + annual packing declaration+ MOE etc.) with customer and sales team.5. VESSEL tracking for the customer to confirm ETA and payment notification alert.6. Preparation of AWB & Courier Booking with UPS to send the original documents to customer.7. Omega – export module, invoicing, agent details, container details updating.8. UGI & UGD Export shipped Co report to be monitored and updated after every shipment.9. Excel maintaining - Export shipped and pending orders status / Payment pending /Quotation journal and shared weekly.10. Commission details in excel to verify with accounts when required. Sharing export documents with accounts team every month end for VAT purposes.11. Review Invoice with supporting docs.12. Negotiating with shipping agent for better freight rate followed by comparison to conclude.13. Payment follow up with export customers.14. Organization – Annual SONCAP Renewal 15. Marine Insurance - Report to be generated in ERP every month to be sent to Union Insurance.16. Verify & Confirm Invoice with supporting to submit to accounts. 17. Verifying with Finance – receipt of customer payments

1. Maintaining of existing client database2. Preparation and verification of Product Application, proposal and plan.3. Submitting proposal & Coordination with departments and follow up issuance4. Interacting with client on a day to day basis for Data entry, System maintenance and report generation5. Client service activities like Policy delivery tracking, Premium reminder, Coordination for Cheque collection, Redemption/ additional purchase processing.6. Corresponding with the Customers/Policyholders and dealing with various requests to change details. Informing them of relevant action taken if requested and replying to their queries & complaints if any, to their satisfaction.7. Preparing the portfolio valuation and analysis of the client on time to time basis.8. Monitors client complaints and requests TAT and escalates when required.9. Handles and resolves requests and complaints from the investors.

1. Ensure timely and error free reporting of transactions received at the Investors Service Centre (ISC).2. Manage customer communication effectively in order to have timely resolution within turnaround time.3. Explore and suggest various cost saving initiatives and contribute to achieve customer delight4. Excel in distribution services & investor services with special focus on corporate customers & HNI5. Have close interface with service providers and highlight any discrepancies of gaps noticed on a timely manner6. Comply with applicable regulatory requirements on qualifications required for the job profile7. Contribute to the knowledge management initiative of the customer service team.8. Contribution to recruitments / contingency / leave planning9. Ensure compliance to the process manual10. Ensure proactive delivery of services for HNI Customers.11. Excel in the monthly reporting process12. Ensuring full compliance with audit requirements13. Have trained the new joinee for the ISC profile.14. Have handled the branch expenses, accounting and the petty cash.15. Have handled high level transfer agency report and MIS to the senior management and the Auditors.Achievements:1. Performance Highlights – Consistently rated high on performance. The only location to achieve a CLEAN AUDIT in India consistently during my tenure2. Rated as a Star Performer in India in November 2009 for the maximum number of conversions to the email mode of account t statement3. Received Thanks Award from Chief Operating Officer on Feb-2010 for quality contribution for a project called “Do you know series” for assisting the sales team. 4. Received Thanks award from Chief Operating Officer on Apr-2010 for initiative to convert the brokerage payout system to electronic mode. 5. Received Thanks Award from AVP customer service on Jun- 2010 for suggesting a central tie up with the vendor as a cost saving initiative.

1. Preparing high level MIS on sales & service parameters as decision making inputs to senior management.2. Handling the branch operations covering time stamping, reporting & servicing large institutional investors3. Compiling the branch expense report & suggesting meaningful cost saving initiatives4. Introducing better service delivery models based on real time experience & feedback from customers & distributors

1. Handling investor relations2. Timely resolution of queries to ensure no pending investor queries in the annual report3. Liaising with internal & external departments like depository, clearing & bankers for resolution of investor queries 4. Coordination with all the AMC’s for maintaining the portfolio of the investors.5. Maintained regional MIS on sales as decision making input to the senior management. 6. Executive in the Tax information Network with assistance to Income Tax Dept and N.S.D.L at Karvy Consultant Limited from March 2004 to April 20057. Processing of TIN8. Query resolution post TIN allotment.