Bipul Patel
Navi Mumbai
Summary
Ambitious Quality Analyst with track record of dependability and leadership. Knowledgeable in QA methodology with proven history of reducing errors to increase quality. Proficient in preparing test cases, plans and scripts. Dedicated to analyzing and resolving defects.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Quality Analyst
Axis Securities Ltd, Axis Bank Ltd
2021.01 - Current
- Quality analysts ensure that agents provide quality service in line with organizational objectives
- Optimized quality assurance will increase agents' efficiency through behavior modification, enhance the quality of service to customers and close the cases on TAT
- Submitting weekly monthly report to the Management and board members
- Assuring the quality resolution should be provide to the Customer, Handling HNI Clients queries regarding Demat account
- Manage client portfolios, deciding about when to buy or trade financial securities
- Work closely with clients to understand their financial goals and risks
- Consult clients on the buying and selling price of different stocks
- Communication through Email or Telephonic
- Generating Leads for various products through call
- Processing the Demat account opening forms and scrutiny of the accounts
- Handling walk in clients in head office
- Generating reports of the clients through NSDL and CDSL
- Processing the clients KRA and KYC
- Portfolio reconciliation of the Clients
- Escalations handling PAN INDIA
- Quality analyst
- Keeping tracking on daily complaints and also analyzing the work of IT, Operations and customer service department
- Generating daily report and monthly reports and presenting to HOD COO and borad meeting
- Development of new process to get the resolution faster
- Keeping track on agent's quality and giving needful feedback to the them.
BUSINESS DEVELOPMENT EXECUTIVE
ACCORD FINTECH
2019.01 - 2020.09
- B2B Sales for BFSI Industry, AMC,wealth Management, Banks,IFA where I use to generate leads via cold calling
- Schedule the meetings with MANAGING DIRECTORS, VICE PRESIDENT, FUND MANAGERS, RESEARCH HEADS or the decision maker
- Demonstrate the product and the services to the client & their team
- Providing training to the users and giving the support help by resolving the query's
- Product such as ACE MF, ACE EQUITY, BACK OFFICE, ACE TP, ONLINE
- WEB SOLUTIONS
- Experience in handling the Team
Financial Advisor
Aegis PVT LTD
2017.06 - 2019.06
- I worked here For SBI MUTUAL FUND
- I used to handle HNI Clients who use to invest in various schemes
- Handle relevant Investment transactions of the investor and help them to solve their query with the concern KRA
- Guide them to select the relevant scheme to achieve their future goals
- Onboarding the clients from generating the folio till transactions
Education
B.M.S -
Sushila Deshmukh Mumbai university
Mumbai, Maharashtra04.2017
Commerce
Saraswati Vidyalaya State board
Mumbai, Maharashtra05.2013
SSC -
Saraswati Vidyalaya State board
Mumbai, Maharashtra06.2011
Skills
- Customer service, Communication skills, Time management, Excel, Powerpoint
- Report Creation
- Training Implementation
- Audit Processes
- Project Management
Certification
- NISM V
- NISM VII
Timeline
Quality Analyst
Axis Securities Ltd, Axis Bank Ltd
2021.01 - Current
BUSINESS DEVELOPMENT EXECUTIVE
ACCORD FINTECH
2019.01 - 2020.09
Financial Advisor
Aegis PVT LTD
2017.06 - 2019.06
B.M.S -
Sushila Deshmukh Mumbai university
Commerce
Saraswati Vidyalaya State board
SSC -
Saraswati Vidyalaya State board
- NISM V
- NISM VII
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