Rishikesh Kumar Email & Phone Number

Pune, Mh, In

Bengaluru, Karnataka, India

➔ Worked as Associate for US Retirement Services 401k Money Out team.➔ Handled plan ECOSWOOMNI process from end to end.➔ Processing day to day checks received from the different clients.➔ Setting up SWO & RRP setup as per client's request.➔ Handling admin tasks and making changes to the setup as per client's request.➔ Processing cheque stop and reissuing as per client's request.➔ Processing uncashed cheques.➔ Handling App internal forms and also rejecting it if not in good order.➔ Processing DCA and CRU Admin queues.➔ Enhance Quality check process by other teammates and reduce risks, Gain production efficiencies and garner client's loyalty.➔ Mentored new hires, Resulting in stronger staff development and increased productivity.➔ Attentive in giving quick responses to the Rush emails from the client.➔ Attended training programs to deepen professional skill set and assisted in training fellow store associates on existing and new training programs.➔ Attended ASPPA training and also got ASPPA certified.

Bengaluru, Karnataka, India

➔ Worked for Startek Global as a Customer Service Representative in SBI Mutual Fund.➔ Responsible for providing excellent service and resolution.➔ Researching on best schemes and providing guidance to the investors regarding the same.➔ Handling investors queries and complaints and giving resolutions regarding the same.➔ Guiding investors with the procedures of investments and also regarding any updates in the folio.➔ Handling an escalation desk and giving investors the resolution.➔ Received best performer award multiple times while working with Startek Global Pvt Ltd.