Madhulika Dash
Hyderabad
Summary
SUPERVISOR - INVESTOR RELATIONS
5 years of experience into Financial Services/Client Support and Services, Transaction Management (Transfer Agency), Fraud management, Account Compliance (Mutual Funds) and Hedge Funds management and investors/ investment manager's support.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Supervisor - Investor Relations
CITCO Group Services, LLP
07.2022 - Current
- Monitor the IR website for questions from investor and problem-solve them.
- Support creation of materials in annual report.
- Strong organizational, interpersonal, analytical, leadership and presentation skills with the ability to handle multiple, high priority projects.
- Tracked progress on projects and provided timely feedback to staff members.
- Resolved customer complaints in a timely manner while ensuring customer satisfaction.
- Conducted weekly meetings with team members to discuss upcoming tasks and project deadlines.
- Provided guidance and direction to subordinates regarding job duties and responsibilities.
- Organized special events such as company picnics or holiday parties for employees.
- Reviewed reports from subordinate staff members before submitting them to senior management.
- Reviewed completed work to verify consistency, quality and conformance.
Senior TA Client Representative
FIS
01.2022 - 07.2022
- Senior Client Representative ensures delivery of excellent customer service through fast and accurate processing of investments, communicating with clients over phone, emails, faxes and mailings
- Also, coordinating with other departments to resolve cases/inquiries
- Discussing account related requests/inquires/transactions with financial advisors, officials and clients in US and Canada or resolve any issues related to their account
- Communicating with clients on their investments received and processed, also clarifying any additional issues/queries faced by them and taking proper measures to resolve it
- Take appropriate action to identify and help minimize the risk posed by fraud patterns and trends
- Legal research/review of client's accounts for both US and Canada region
- (Involves beneficiary distribution of funds and transfers.
Senior Associate TA
Franklin Templeton Investments
06.2019 - 01.2022
Education
Project Management
IIM (Indian Institute of Management)
Indore, Madhya PradeshBachelor of Commerce
St. Joseph's Degree & PG College
Skills
- Advanced Excel
- MS Projects
- Investment Analysis
- Financial Reports
- Investor Relations
- Organizational Skills
- Presentation Skills
- Legal Research
- Customer Service Oriented
Websites
Certification
- Advanced Excel
- MS Projects Tips & Tricks
- Project Management
- Leadership Skills
- Effective Communication
- Diversity and Inclusion
- Time Management
Current Work
Currently working with international clients to manage investor's hedge portfolio and transactions.
Languages
- English
- Odia
- Hindi
Affiliations
- SPOC of employee engagement team - conducting fun activities on floor, discussing work life balance with peers and coordinating with freshers to guide them into corporate life.
- In personal life, going to gym is something I enjoy.
Accomplishments
- Received various prestigious certifications at work - ACE employee of month, highest productivity of month, integrity SPOC of month.
- Alumni of IIM Indore- received prestigious CPPM certification .
- Successfully completed country-level Scouts and Guides programme.
Timeline
Supervisor - Investor Relations
CITCO Group Services, LLP
07.2022 - Current
Senior TA Client Representative
FIS
01.2022 - 07.2022
Senior Associate TA
Franklin Templeton Investments
06.2019 - 01.2022
Project Management
IIM (Indian Institute of Management)
Bachelor of Commerce
St. Joseph's Degree & PG College
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