Sampada Pathak Email and Phone Number
I have 12 years of experience in Mutual Funds, securities, operations, customer service & Finance sector.I am Master of Commerce from Pune University.
-
Service Relationship ManagerMotilal Oswal Wealth LimitedMumbai, Mh, In
-
ManagerMotilal Oswal Wealth Limited Aug 2024 - PresentMumbai
-
Assistant Manager - Client Services360 One Wealth Jun 2021 - Aug 2024Mumbai, Maharashtra, India -
Senior Executive (Customer Service) - Mutual FundsIfast Financial India Pvt Ltd Jan 2021 - Mar 2021Mumbai, Maharashtra, IndiaConduct root-cause analysis of client queries and find corrective / preventive actionHelp clients with possible solution by understanding the regulatory framework and operation workflowConduct period calls with clients on pending queries / escalations Handled queries of Sub-brokers & CustomersOperational & product related queries.Departmental Follow ups for timely resolution of queries. -
Assistant Manager - Mutual FundsAditya Birla Capital Sep 2017 - Jan 2021Mumbai, Maharashtra, IndiaHandling queries relating to transactions & KYCs Interacting with Distributors & Investors Resolving their queriesExperience of handling both Front Office & Back Office Operations High value transactions confirmationSolving Distributor’s queries through Mails & Calls -
Executive-Mutual FundsMotilal Oswal Securities Ltd Aug 2015 - Aug 2017Mumbai Area, India• Solving Customer queries relating to Mutual Funds through Mails & Calls.• Solving Business Partners queries through Mails & Calls.• Interacting with visiting Business Partners & solving queries.• Handling queries relating to transactions & KYCs.
-
Branch Operations ExecutiveReliance Mutual Fund Jun 2011 - Jul 2015Mumbai Area, India• Processing all kinds of Mutual Fund Transactions• Processing of KYCs• Handling queries relating to transactions & KYCs• Preparing Daily Transactions Report• Keeping track of daily transactions through DTR Tracking• Interacting with Distributors & Investors• Resolving their queries• Sending statements of account as per their request• Sales support• Experience of handling both Front & Back Office Operations
Sampada Pathak Skills
Sampada Pathak Education Details
Frequently Asked Questions about Sampada Pathak
What company does Sampada Pathak work for?
Sampada Pathak works for Motilal Oswal Wealth Limited
What is Sampada Pathak's role at the current company?
Sampada Pathak's current role is Service Relationship Manager.
What schools did Sampada Pathak attend?
Sampada Pathak attended University Of Pune.
What skills is Sampada Pathak known for?
Sampada Pathak has skills like Mutual Funds, Front To Back Office, Finance.
Not the Sampada Pathak you were looking for?
-
-
1firstcry.com -
-
Sampada Pathak
Mphil Clinical Psychology Trainee (Rci Licensed) | Ma In Clinical Psychology | Expressive Arts Therapist (Unesco-Cid Certified) | Dual Bachelor’S In Psychological Sciences & CriminologyDelhi, India
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial