Namrata Naik

· Proficient in end-to-end account opening process witheep understanding of various account types, ensuring seamless customer onboarding.

· Well-versed in different types of updates and compliance requirements, ensuring accuracy and completeness of customer records.

· Demonstrated ability to manage buyback processes, ensuring efficient execution and adherence to regulatory guidelines.

· Skilled in managing KYC processes, nominee details, and compliance with CKYC regulations.

· Capable of handling a wide array of Demat-related queries and transactions, including dematerialization, rematerialization.

· Competent in processing DIS slips, pledge forms, and mutual fund un-pledged requests, ensuring the smooth movement of financial assets.

· In-depth knowledge of NBFC loan approval processes, encompassing credit assessment, documentation.

· Skilled at managing daily brokerage and account opening MIS.

· Maintaining MIS to monitor account opening and revenue generation status.

· Processing medical prescriptions, which are to be sent to Payors i.e. Insurance companies for claims on behalf of health care company (Apria).

· Ensuring proper functioning of operations as per regulatory compliance.

· Awarded as Best Performer for the month (August,2010).

• Handling customer’s request, queries and complaints
• Process and Verify Individual and Non-Individual KYC forms with documents
• Preparing daily dashboards for account closure forms
• Maintaining and Preparing various MIS.

• Replying to e-mails that are related to customer queries of Pan Card
• Replying letters queries relating to of Pan Card & update in software
• Checking & verifying of various returns in paper format and Give proper status to that paper as per software (Coding).

• Handling customer’s request, queries and complaints
• Coordinating integration with support functions (Cams / Karvy / AMC’s)
• Handle all Back Office activities
• Keeping record of daily activities & Updating in system, daily Petty Cash.