Back Office accounting Software
Amit Sharma
Kolkata
Summary
Service Professional with 5+ years managing customer relationships. Expert in client service, Issues resolution and Preparing advance Data. Committed to delivering high-quality customer service with analytic thinking
- Confident multi-tasker years of experience engaging with customers to solve support queries and build excellent client relationships. Highly organized with keen eye to maintain multiple streams of work simultaneously. Energetic self-starter builds strong client relationships. ·
- Reliable customers' advocate committed to fully understand customer issues and solve them. Relentless and creative team player with flexibility to effectively manage client demands. Energetic self-starter troubleshooting complex software issues and documenting bugs.
Overview
6
6
years of professional experience
8
8
years of post-secondary education
5
5
Certifications
3
3
Languages
Work History
Support Executive
Kredent Trading LLP
Kolkata
03.2020 - Current
- Providing support to client on Financial Products.(like - FD Booking, GSEC & TBILL bidding and Mutual Fund )
- Analyzing service related issue and providing resolution on customer complaints, providing them appropriate solutions with explanation within the time limit
- Planning and execution of services according to management.
- Handling all support & services related queries of HNI client at front end.
- Having a good understanding of accounting with helps to clear client queries for MTM, ledger entries, query on contract note or trades.
- Coordinated on priority of support work based on client and business needs.
- Maintained composure when faced with difficult customer situations.
- I manage all Client data and Back Office server and coordinating with vendor for any issue.
- Preparing files for Fund Allocation for Exchange.
- Preparing the BOD files of RMS - checking and uploading the files to the server and admin terminal.
- I prepare Monthly reports for management and for clients in all Excel File.
Relationship Manager
Motilal Oswal Financial Services Ltd
Kolkata
04.2018 - 02.2020
- Data calling & follow-ups for generating leads for meeting
- Client meetings to understand needs, evaluate need of the client and providing them the suitable nancial products
- Provided service & support to clients on their issue via mail, whatsapp or over call
- Utilized prospecting techniques to identify potential clients and create opportunities to cross sale nancial products
- Built and maintained relationships with new and existing clients while providing high level of expertise
- Team player exercises to generate new clients and build connections like cold calling and group meetings
- Meeting with seniors on regular basis to improve and understand new skills.
Education
Financial Analytics - Finance
XLRI - Xavier School of Management
07.2021 - 12.2022
MBA - Finance And Marketing
Indian School of Business
08.2021 - 01.2023
Bachelors of Commerce -
Calcutta University
04.2012 - 03.2015
HIGER SECONDARY - Commerce
Central Model School
04.2010 - 03.2012
Skills
Financial Services ExperiencedRelationship building ExperiencedTeamwork - ExpertCreativity - ExpertAdaptability - ExpertCommunication - ExpertTime management - ExpertProblem-solving - ExpertInterpersonal skills - Expert
Technical Support
Team Building
Technical support expertise
Contract Management
Customer service understanding
Document management
Quality assurance
Report preparation
Certification
NISM 1 currency certified
Personal Information
- Father's Name: Ajay Kumar Sharma
- Mother's Name: Sanju Sharma
Software
Trading Terminals - Odin, Bow, FinSpot
Advance Excel
Timeline
MBA - Finance And Marketing
Indian School of Business
08.2021 - 01.2023
Financial Analytics - Finance
XLRI - Xavier School of Management
07.2021 - 12.2022
Support Executive
Kredent Trading LLP
03.2020 - Current
Relationship Manager
Motilal Oswal Financial Services Ltd
04.2018 - 02.2020
Bachelors of Commerce -
Calcutta University
04.2012 - 03.2015
HIGER SECONDARY - Commerce
Central Model School
04.2010 - 03.2012