Summary
Overview
Work History
Education
Skills
Certification
Personal Information
Software
Timeline
BusinessAnalyst
Amit Sharma

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 Experiencedundefined

Certification

NISM 1 currency certified

Personal Information

  • Father's Name: Ajay Kumar Sharma
  • Mother's Name: Sanju Sharma

Software

Back Office accounting 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

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Amit Sharma