B Bhanu Prakash Nayak

Forward-thinking team leader skilled at operating departments efficiently to meet goals. Successful background matching employees with roles for maximum performance. Proactive and hardworking individual focused on continuous operational improvement.

Accomplished Assistant Manager with in-depth experience consistently. Well-versed in service, personnel management, accounting and inventory management.

Skilled in strategic planning, problem-solving, and adapting to dynamic environments. Known for reliability, effective communication, and delivering high-quality outcomes.

I hereby declare that the above furnished details are fully true to the best of my knowledge and belief. 

• Conducting quality checks on investor documents, differentiating between various investment plans (like SIP vs. non-SIP), and generating and distributing Statements of Account (SOA).
• Managing the entire lifecycle of investor transactions, including the allotment of units, and processing complex cases like redemptions, switches, unit transfers, and transmissions.
• Serving as the main point of contact for investors, resolving their queries using applications like Talisma, and triggering important email communications.
• Co-ordinated with internal and external team to obtain required information and applicable documentation related
  to client on- boarding of Mutual fund, Investments like AIF & PMS account opening for High net worth
  Individual clients (HNI clients).
• Maintaining the track of all the Opening of the Investments, account opening in the tracker and updating with
  weekly basis and reporting MIS to Team lead.
• Handling of forex transactions of outward remittance within particular time, FCY cash deposit ,FCY cheque realted queries.
• Arranging the bridge call between the concern teams for escalated issues.