Priya Patil Email & Phone Number

Mumbai, Maharashtra, India

Mumbai, Maharashtra, India

• Client Services, Monitor, manage and improve the efficiency of services.• Co-ordination with RTA’s, Fund houses on daily basis for Transactions & queries.• Uploading Registrar files, AUM reconciliation in software, Brokerage Calculations etc.• Escalations for queries, Client grievances & Administrative support• Maintaining Daily MIS reports & providing end-to end support.

Mumbai, Maharashtra, India

• Manage end to end Administration aspects of the Organization independently, Facility Management & Mutual Fund Dept.• Coordinating With Architects for Office Interiors etc, Canteen Hygiene, Maintenance Of Office Cars/Booking Of Vehicles, AMC.

Mumbai, Maharashtra, India

• Client Services, Monitor, manage and improve the efficiency of support services.• Uploading Registrar files of Mutual Fund & Resolving Mutual fund & Insurance software queries.• Reconciliation of All files uploaded in Mutual Fund Software.• Generating & verifying the data and sending to Superiors on daily basis, preparing daily MIS and sending to Internal Team.• Customer servicing which includes Renewals, ULIP transactions, Claims processing and all other policy related servicing, New business scrutinizing and preliminary medical/Non-medical underwriting & Processing • Agency servicing and Life advisor servicing with comply of IRDA norms.

Mumbai, Maharashtra, India

• Creation of Test Cases Scenarios (Positive/Negative)• Taking Feedback from user on Test Case Scenarios and incorporating additional scenarios as per suggestion by Business users.• Reporting Defects to IT team & re-testing the same.• Forwarding Sign off to IT Team for promotion of Enhancement in Production

Mumbai, Maharashtra, India

• Maintaining Daily MIS Reports with proper co-ordination with Branches.• Analysis on Reports.

Mumbai, Maharashtra, India

• Maintaining Daily MIS Reports & Flash the reports on Daily basis to all branches & Zonal Off.• Maintaining Competition Trackers & Flash the results as per requirements.• Co-ordination & Negotiation with vendors for Gift articles, Certificates etc for competition prizes & Purchases of the same.• Co-ordination with finance Department for clearance of Hotel Bills, Vendor Payments etc.

Mumbai, Maharashtra, India

• Preparation of Purchase & stock reports, cheques for the concerned parties, follow-up of raw materials dispatched & other administrative duties as advised by the Director• Maintaining Bank Books /Collection Books for the record of cash/cheques etc. • Filing, (Keeping a track of Bills in the collection books & also track for the daily expenses.• House Keeping, Stock & Stationary, Office Maintenance, Vendors & payments etc.

Mumbai, Maharashtra, India

• Co-coordinating for GOC team activities• Help desk / mail correspondence / issue log no. to customer incidents• Arranging insurance coverage for on-site consultants• Assisting HR in Global Services dept. recruitment activities

Ssc

Activities and Societies: Sports, Dancing, Drawing,

Education record