1. Managing digital transactions and all products and services2. Managing SEBI complaints3. implementation on SEBI/AMFI circular4. Co-ordinating with Technical team and vendor for any changes in process or implementation in regards to SEBI/AMFI circular

Dealing in the all types of financial products with the customer update in the system.

 Helped the Investors to Transact over Phone I.e. Purchase / Redemption, Got in touch with Clients for solving their Queries and getting new Business from them. Handled client queries related to their mutual fund investments e.g. Statements, dividend queries. Advised the client to invest their money on fundamentally and technically strong Funds.Gave clarification to the client on their portfolios. Handled Escalation call and doing follow-up with Karvy to provide proper… Show more  Helped the Investors to Transact over Phone I.e. Purchase / Redemption, Got in touch with Clients for solving their Queries and getting new Business from them. Handled client queries related to their mutual fund investments e.g. Statements, dividend queries. Advised the client to invest their money on fundamentally and technically strong Funds.Gave clarification to the client on their portfolios. Handled Escalation call and doing follow-up with Karvy to provide proper and accurate resolution to the investor. Prepared partly MIS Report (Managerial Information System) on behalf my respective Team Leader and Assistance Manager Done Floor Support Provided Training and handling OJT (On Job Training) Executives Done Audit of calls and provided feedback to OJT executives Show less

 Escalated the investor issues or queries to concern authority or department on priority basis. Attended the calls of investors on a daily basis. Handled Customer Queries/Grievances through calls/emails. Kept follow up of cases forwarded by client or Investors through mails or calls. Prepared and maintained daily reports with regards to our daily activities. Handled Email Transact/What`s App Transact/SMS Transact/Web Transact without Login.

Advise the investor of latest market Financial Products and guide them above the investment solve their query