MARK MARTINHO MIRANDA
Client Services- Mutual Fund(AMC)
Mumbai
Summary
This curriculum vitae Versatile Senior Manager specializing in Mutual Funds and skilled at planning, implementing and overseeing key improvements to drive business growth and efficiency.
Overview
19
19
years of professional experience
1
1
Certification
1
1
Language
Work History
Chief Manager
HDFC ASSET MANAGEMENT COMPANY LIMITED
Mumbai
08.2009 - Current
- Processing of All fund transactions at the Mumbai Corporate desk within the stipulated time and process guidelines as prescribed by the AMC
- Sending reports to Corporate Clients with regards to their mutual fund portfolio
- Servicing of Clients of the Mumbai Corporate Desk
- Coordinating with Corporate treasuries for all Mutual fund transactions and attending to their periodical requirements
- Preparing Daily MIS on Daily Inflows /Outflows for all Schemes
- Reporting Cash flow /transaction reports to the Fund Manager/Operations team within stipulated timelines
- Preparing and ensuring implementation of transaction related processes for Purchase, Redemption, Switch, Systematic Transactions( SIP,STP,SWP)
- Conducting various Audit checks on MIS and other activities at the Centre and ensuring that they are as per guidelines set by SEBI, AMFI (Association of Mutual Funds in India) and the AMC
- Sending Various sales' MIS to the Head of Sales / Mumbai Corporates.
- Handling all Admin and vendor related activities of the entire team
- Coordinating with Internal Departments for all Exception Cases and obtaining necessary approvals for the same thereby ensuring smooth functioning of the desk
- Responsible for digitalization of Corporate transactions (Installation of Right Fax software for auto time stamping of all physical transactions.)
- Part of the project for gathering feedback from all investors on their expectations for the MF APP
- Ensuring Institutional investors’ needs are taken into account in the online platform
- Supervising off roll and on roll staff and ensuring all tasks handed over are completed as per processes laid out by the AMC.
Associate Centre Manager
RELIANCE CAPITAL ASSET MANAGEMENT
05.2007 - 03.2009
- Processing of All Mutual fund transactions within the stipulated time and process guidelines as prescribed by the AMC
- Coordinating with main Branch and Corporate office for all Activities pertaining to the Centre
- Reporting the Daily transaction Report to the Registrars as well as the other reporting authorities of the AMC
- Solving escalated queries, request and complaints form distributors as well as Investors
- Conducting training sessions on new Products and New Industry developments for Distributors and Staff at the centre
- Handling all Admin related activities pertaining to the Centre
- Single point of contact for all Marketing support activities within the Area and Distributor relationships.
MIS and Analytical Officer
STANDARD CHARTERED BANK
Mumbai
07.2004 - 05.2007
- Handling queries of credit cards from the entire western region and resolving the queries of customers, and thereby providing quality service
- Motivating and handling the team and taking refresher training for new recruits in the team
- Adhering to strictly laid out company policies with regard to customer service
- Banking Operations
- Preparing the monthly and daily MIS’ for the unit and sending it for processing as well as reporting it to the concerned authorities
- Preparing the Roster and maintaining the leave records for all Officers in the entire western region
- Managing and ensuring the unit adheres to all guidelines laid down by the hierarchy
- Maintaining discipline in the unit and Preparing the Unit for High profile Visits
- Handling all Admin related Activities in the unit
- Handling The Units Accounts and preparing the Accruals for the unit on a monthly basis
- Conducting Audit checks on all MIS and Reporting the Findings to The concerned Quality Control Officers
- Sending Daily Expense and Business Indicator Reports for the Entire Western Region to the Head of Service, India
- PROJECTS HANDLED :
- Was a Part Of the IVR Team for the Launch of the New IVR PAN India
- Responsibilities Included :
- Checking of Each and Every Option of The IVR for accuracy as well as Reliability of the IVR
- Sending a Daily Report to the concerned authorities of the various finding of the Testing
- Educating the Customer Service Officers Pre Launch of the IVR on the usage and Benefits of the IVR
- Post launches Feedback collation and implementation of the key points
- Pilot Platinum Service Professional Team
- Responsibilities Included :
- Handling Queries pertaining to Customers holding a Platinum Card
- Ensuring that the Query/ Request / Complaint Is solved within a Pre Stipulated Turn around Time
- Ensuring that The Service Levels to The Customer is above expectations at All times
- Sending Service Levels of the Platinum Helpline To the Head Of Service, India on a Daily Basis
- Other Key Responsibilities
- Handling the Business Contingency Plan for the Entire Unit
- Holder of the Safe Keys for the Unit
- Fire Marshall as well as First AID officer for the Service Team in the Premises
- HOBBIES :
- Playing and watching Sports and keeping myself up to date with all Current affairs.
Education
Bachelors of science - Physics
St. Xavier’s College, University Of Mumbai
05.2004 - 05.2004
certificate (HSC) - Science
Secondary School certificate - undefined
Dr. Antonia Da Silva Technical Junior College
St. Mary's High School SSC
Mumbai 03.1999 - 03.1999
PGDBA( Post Graduate Diploma - Business Administration
St. Mary’s High School, Wellingkar’s Institute Of Management
Diploma - Human Resource Management
The Wellingkar’s Institute Of Management
AMFI - undefined
Skills
Business planning
Sales and marketing
Staff Management
Servicing of Insititutional Investors
MIS and Analytics
Additional Information
- SCHOLARSHIPS : , Awarded a scholarship from the Bombay Catholic Sabha for securing a first class at the HSC examination level Awarded many prizes and scholarships in academics at the school level.
Certification
NISM XA, XB, VC, VA
Timeline
NISM XA, XB, VC, VA
07-2023
Chief Manager
HDFC ASSET MANAGEMENT COMPANY LIMITED
08.2009 - Current
Associate Centre Manager
RELIANCE CAPITAL ASSET MANAGEMENT
05.2007 - 03.2009
MIS and Analytical Officer
STANDARD CHARTERED BANK
07.2004 - 05.2007
Bachelors of science - Physics
St. Xavier’s College, University Of Mumbai
05.2004 - 05.2004
St. Mary's High School SSC
03.1999 - 03.1999
certificate (HSC) - Science
Secondary School certificate - undefined
Dr. Antonia Da Silva Technical Junior College
PGDBA( Post Graduate Diploma - Business Administration
St. Mary’s High School, Wellingkar’s Institute Of Management
Diploma - Human Resource Management
The Wellingkar’s Institute Of Management