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 Skillsundefined
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
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