Bushrazabin Patel

Use to work in 3 sub process

A)CRM SUPPORT

• Use to work as CRM Support for PWM(Private Wealth Management)
• Tools using for this process are Salesforce, Wealth scape, Client Central Application.
• Handling Client queries through advisors regarding their New Account Opening, Financial Accounts, Changes in their Salesforce profile, Changes in their Relationship and person individuals / entity records etc.
• Queries in form of Cases comes on Advisor Desktop.
• Analyzing and Preparing Reports from Advisor Desktop as per clients requirements.
• In Reporting part of process, use to send daily client report which shows daily volume and processing status, Dashboard activity, SOD and EOD Reports, OE part, Maintaining Team tracker, doing Quality check.

B) Capital Market

• In this, I use to work for process called "ENVESTNET", Making packages in form of gathering specific client documents ( CRS, ADV forms, Privacy policy, including investments of client) combining all with Welcome Letter.
• Responsibility is to check address part, account number, Rep code ,Proposal number, Proposal amount.
• Tool which I use in this process is Wealth scape.
• Incorporated client equity holdings into Investment proposal.

C) New Business Presentation

• In this process clients need Estimation Reports of their respective Investments like Mutual funds, Equity, Fixed Income. As price of shares always fluctuates.
• Tools we use to make Reports are Morning star application (Wealth scape). By taking into considerations TICKERS and CUSIPS of clients we use to make Individual and Aggregate Reports of requested Financial Accounts from both Morning Star and "FACTSET" applications. Supportive File we require for these reports are CSV and XML.
• Reports includes regarding information of clients Investment.
• Use to do emailing part once done with Reports.

• Accounts Payable - Processing of Invoices in SAP for Procurement to Payment (P2P)
• Creating Debit and Credit notes.
• Using different T- codes FBL1N, FB60, FB60, FB65, and other internal T- codes like Zap Aging, F-51etc.
• Handling clients emails and queries and coordinate with them accordingly.
• Also support other sub process Merch International in vendor related activities.
• Preparing and Maintaining client reports, Trackers and Dashboard activities, Maintaining 3*3, Quality check, SQF report and also coordinating Management Team regarding reports.

• Core work was to handle queries of suppliers via email, queries regarding Invoices payment status, Purchase order related queries (PO),Credit Note issues, Debit Note issues, Remittance related queries, Document copies.
• Coordinating with supplier via phone calls regarding their queries.

• Working of daily accounting activities for United States like Verifying Invoices.
• Tools which we used were Verification Read soft Server, SAP.
• Invoice Processing and Posting.
• Taking follow - up till Invoice get paid.
• Mostly we are dealing with vendor - related activities.
• Coordinating with clients on daily basis for all activities.
• Making status which show's daily scanning volume.
• Doing Quality checks on weekly basis.
• Received Award for fast and Accurate work