ANITA NEGI
Assistant Manager-Investor Relations
H.No-1062, HBC, Dhanas, Chandigarh
Summary
Currently looking for a position in financial sector that offers variety and the opportunity to develop both personally and professionally. Effective communicator with experienced skills in Relationship management & Customer Service.
Overview
15
15
years of professional experience
1
1
year of post-secondary education
2
2
Certifications
3
3
Languages
Work History
Assistant Manager
Mahindra Manulife Investment Management Pvt. Ltd
Chandigarh
09.2021 - Current
- Predominantly responsible for providing all operational services to all distributors, investors and Sale Team in the Punjab region
- Client assistance and single point of branch contact for client queries, walk-ins and customer / sales support on a daily basis
- Client Engagement- Scrutiny of Applications-Checking signature/payment instrument/application form and documentations
- Verification of KYC documents and Processing of KYC in different KRA
- Maintaining the MIS of Investments reported on a daily basis for the branch
- Liquid and other debt funds HV reporting for the branch
- Processing and reporting of transactions as per defined processes Time stamping of applications & maintaining time stamp machine register for daily usage of number and any exception report Maintaining inventories marketing material and stationery stocks
- Coordination with registrar within the region
- Quick Resolution of Purchase/Switch/Redemption hold cases by following up with the distributors and investors
- Providing clarification to management for Risk Alert cases with the coordination of distributors
- Processing of all kinds of official Bills & Coordination with Vendors Strictly following the SEBI/AMFI regulations in handling the transactions, reporting and processing
- Participate in ongoing training and development opportunities that will deepen your skills and expertise Resolving investor/distributors Complaints/queries/Requests as per TAT through CRM
Sr. Client Ownership Associate
BOI AXA Investment Managers
Chandigarh
09.2015 - 09.2021
- Time stamping of applications Client Engagement- Scrutiny of Applications-Checking signature/payment instrument/application form/PAN Bank KYC etc
- Working as a Regional Coordinator & extending full support to sales team, Bankers, Clients &
- Distributors of Punjab, Haryana & Himachal location
- Maintaining sales MIS, day to day transaction report Maintaining inventories marketing and stationery stock Collect information from Registrar about rejected Application due to insufficient funds/signature mismatches & update customer for same & do follow up till reprocessed
- Coordinating with registrar within the region & ensure tracking of each application submitted from BOI –AXA Punjab Region
- Liaison with various bankers & Registrar within the region handling investors queries regarding
- Investments & ensure solution to reach to client
- Processing of all kinds of official Bills & Coordination with Vendors.
Sales Coordinator
IDFC AMC Ltd
Chandigarh
11.2009 - 09.2015
- Coordinating Sales team, Financial Advisors & all vendors of IDFC Providing Investment & Portfolio Status Managing Portfolio of High profiled clients
- Processing all kinds of bills & maintaining accounts holdings of Sales Team
- Handling & resolving distributors & investors queries & ensuring their satisfaction by achieving delivery & service quality norms
- Inter Departmental Coordination is another key aspect of the responsibility I share Effective Customer Relationship Management through satisfactory customer service, timely resolution of customer queries & avoiding conflicts.
Customer Support Executive
Religare Insurance Broking Ltd
Chandigarh
09.2008 - 09.2009
- Maintaining excellent customer relations with high focus on customer delight.
- Generating leads and providing assistance in cross-sell of products
- Daily Customer Report & feedback to management Intimation of Insurance renewal to Sales Team & Clients
- Inter Departmental Coordination is another key aspect of the responsibility I share
- Applications login in internal software Dealing in Health Insurance & Life Insurance
Computer Operator
J.P. Graphic
Chandigarh
09.2007 - 09.2008
- Responsible for handling all office duties including answering phone, making files, data editing etc
- Preparing all files in MS-Word including thesis, sample papers, question papers etc
- Data management in excel
Education
PGDCA - Computer Applicant
Punjab Technical University
04.2010 - 03.2011
BACHELOR OF ARTS - undefined
Panjab University
Skills
Complaint Handling & Resolution
undefinedCertification
National Institute of Securities Market Certificate
Personal Information
Date of Birth : 05-09-86
Marital Status : Married
Nationality : Indian
Timeline
Assistant Manager
Mahindra Manulife Investment Management Pvt. Ltd
09.2021 - Current
National Institute of Securities Market Certificate
01-2021
Sr. Client Ownership Associate
BOI AXA Investment Managers
09.2015 - 09.2021
PGDCA - Computer Applicant
Punjab Technical University
04.2010 - 03.2011
Sales Coordinator
IDFC AMC Ltd
11.2009 - 09.2015
Customer Support Executive
Religare Insurance Broking Ltd
09.2008 - 09.2009
Computer Operator
J.P. Graphic
09.2007 - 09.2008
Stenography in English
09-2006
BACHELOR OF ARTS - undefined
Panjab University
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