Lata Bhosale
Summary
To be a part of a dynamic organization and to experience a quality environment where my knowledge, skills, and abilities can be shared & enriched for the mutual progress of the company and myself.
Overvie
An effective communicator with excellent relationship-building and interpersonal skills, Strong analytical, problem solving & organizational abilities. Possess a flexible & detail-oriented attitude.
Professional Summary:
10 years of overall experience in Client management, Queries solving, back office operation specialist. Also expertized in handling Equity, Mutual Fund, Fixed Deposit/Bond, and Advisory Product.
Overview
13
13
years of professional experience
Work History
Motilal Oswal Financial Services Ltd
03.2014 - Current
Team Leader
IAP
11.2020
- (Intelligent Advisory Product) – New Desk
- Handling Intelligent Advisory Product operational work/ Customer query desk since,
- Team handle entire inbound calls and email queries from clients/Business Partner
- Responsible to handle escalation/ Grievance queries
- Also coordinate with all internal & external stakeholders (Vendor, RIA, and IT) to resolve their issues on time
- Responsible to escalate the issues to management to clear pending cases
- Motivate the Team to Shares ideas to reduce work & run the process smoothly
- Ensure team & myself should achieve set KRA, productivity, daily activity timeline without escalation & delay
- Successfully achieved TAT of the company to maintain quality & process
- Have thorough knowledge of IAP product, Mutual fund, Equity operation process and work flow
- Delegate task to team member
- Giving feedback with Team member to avoid delay & conflicts in team
- Third Party Product
- Responsible to manage third party product such Mutual fund, bonds, fixed deposit
- Taking care of third party product calls and email queries
- Responsible to coordinate with all other AMC, RTA and Bonds Companies to resolve their issues on time
- Managing desk whenever required in absence of senior
- Responsible to escalate the issues to the management whenever required and ensure the case has being solved
- Successfully achieved TAT of company in resolving queries of third party
- Have thorough knowledge of Mutual Fund commission, Physical and Online Sip
- Client and Franchisee Management
- Responsible to handle entire inbound calls and email queries from clients
- Responsible to handle franchisee and resolve their queries through calls and emails
- Ensure all queries and complaints are resolved before deadline
- Responsible to attend walk-in clients
- Expertized in client management and handling franchisee department
- Back Office Operation
- Responsible for entire back office operation and coordinating with senior manager for same
- Coordinating with Internal and External department/partner for resolving queries
- Hold responsibilities to handle team in absence of team leader
- Training and Development
- Identifying the training needs by task analysis for new team member
- Handling team for effective work
- Responsible to analyse performance of teams and trained them if needed
- Achievements:
- Achieved award for best performer in
02.2015 - 05.2017
- And June 2021
- Recognized for Best Accuracy, Best Disposition and Lowest AHT
- Appreciation from Internal and External Partners
- Promoted as Senior executive in
Assistant Manager, Team leader
Sparkle Securities Solutions Pvt Ltd
01.2017
Back office Accountant & Assistance for Capital & Derivative Market
07.2012 - 02.2014
- Manage overall responsibilities of Accounting & Demat Entries in Tech Excel Software & MSOffice
- Hold responsibility for work which relates to Shares, Fund Pay in and Pay Out
- Responsible for preparing Bank reconciliation statements & Bank Correspondence
- Responsible for Taxation such as TDS, Service Tax, Stamp Duty
- Preparing & Maintaining Ledger Scrutiny of Accounts & Shares
- Preparing Compliance Requirement for BSE & NSE Exchange
- Supervise and ensure that all financial reports are prepared before deadline
- Compiling and analysing financial information to prepare Monthly and Annul financial statements for Internal Audit
- Responsible to assist accounts department in audit process
- Effective communication with accounts team for smooth coordination
- Responsible for Client Management and Coordinating with clients for solving their queries.
Education
TYBMS - Finance
Mumbai
VIVA College
H.S.C - undefined
Maharashtra Board
St. Xavier’s Junior College
S.S.C - undefined
Maharashtra Board
Guru Nanak English High School
Skills
IT SkillsExpertise in Computer ApplicationsExpertise in MS Office PackageGood Knowledge in Internet SurfingMIS Skill
Timeline
Team Leader
IAP
11.2020
Assistant Manager, Team leader
Sparkle Securities Solutions Pvt Ltd
01.2017
02.2015 - 05.2017
Motilal Oswal Financial Services Ltd
03.2014 - Current
Back office Accountant & Assistance for Capital & Derivative Market
07.2012 - 02.2014
TYBMS - Finance
Mumbai
VIVA College
H.S.C - undefined
Maharashtra Board
St. Xavier’s Junior College
S.S.C - undefined
Maharashtra Board
Guru Nanak English High School