• Co-ordination with HO for the Account Opening and asset transfer if any.• Interfaced with the client and facilitated communication between client and the IT department.• Worked extensively with MS office suite for preparing Daily and Monthly MIS reporting to Regional Director and to HO. • Worked as a liaison between HDFC Bank and client to submit documenting requirements • Supporting all the wealth RM’s and assisting them about all investment products– particularly Mutual Funds. • Visiting client places for pitching the product like MF, Equity PMS, Real Estate Fund. Preparation of fund performance excel sheets, presenting to the clients about their investment on daily basis or as and when the client called for meeting.• Worked on a team environment to finalize the product checklists to develop functional process. • Alerting the Clients about the Maturity of the fund (FMPs) and proactively helping them to reinvest the same. Because of that, the client will get benefited and maintaining the AUM in the system. • Have a good relationship with all the AMCs and maintaining highest level of services in execution of all the financial transactions. • Having an up-to date knowledge about all the products, Schemes, Transaction processing etc., • Basically known AML / KYC requirements to do it on behalf of the client. • Managing day to day admin related activities including petty cash handling.Awarded as an “Achiever of Excellence” in ASK for outstanding performance.

• Managing team size over 40-50 people • Manage Backend processing of the fund and timely delivery of output to clients as per SLA • Resolving critical issues of transaction processing • Coordinating with branches, for smooth data flow and to resolve investor related queries. • Interacting with AMC Personnel and providing MIS reports • Training team members for processing related activities• Facilitating smooth implementation of systems and procedures for improving functional efficiency and generate cost savings. • Maintain Sound Internal Control Environment• Lead Special Projects and Co-ordinate Audits • Coordinating with other Departments such as Posting, Dividend, Brokerage, Customer Service • Monitoring productivity of team members• Organizing manpower for NFO activities• Involvement in preparation of Quality Manuals as per the ISO Standards.Awarded as “Specialist in Dividend Process”

§ Visiting places of clients for mobilization of deposits. Personal contact with clients periodically and giving advices from time to time on product features and uses.§ Achieving target set through constant review & good relationship with all mySubordinates.§ Providing regular feed back to top management in various on aspects involving product development.§ Constant search for areas of operation with a view of develop & aid in expansion of business.• Excellent co-ordination with other branches regarding all business activities.