Nikhil Sharma
Sr. Service And Operations Professional
New Delhi
Summary
Effective Operations associate skilled in task prioritization and a enthusiastic learner. Self-starter with more than 4 years of brokerage and taxation industry experience. Determined individual with exceptional understanding of brokerage and taxation Operations Associate with exemplary customer service, communication and decision making skills.
Overview
5
5
years of professional experience
5
5
years of post-secondary education
Work History
Sr. Service and Operations Professional
Ameriprise Financial Private Limited
Gurugram
01.2022 - Current
- Prepared orders to orchestrate transfers, tracked transactions and documented activities with detailed records using various latest software's like Thomson1, Cops and Beta(CSCO session by Cisco).
- Established various money movement instruction/Arrangement as per written request for client from associated advisors.
- Documented security transactions such as purchases, sales and conversions to create in-depth database of clients and transactions completed.
- Verified ownership and transaction information and dividend distribution instructions to check conformance with governmental regulations using stock records and reports and correct tax transactions report for Client's/advisor as per IRS guidelines to ensure complete compliance to FINRA rules and regulations.
- Collaborated with peers and other business areas to leverage best practices & verifying paperwork, recognizing discrepancies and promptly addressing for resolution.
Service and Operation Professional
Ameriprise Financial Private Limited
Gurugram
04.2019 - 12.2021
- Developed and implemented performance improvement strategies and plans to promote continuous improvement. Used coordination and planning skills to achieve results according to schedule.
- Resolved problems, improved operations and provided exceptional service. Worked within applicable standards, policies and regulatory guidelines to promote safe working environment.
- Worked with Financial advisors to understand needs and provide excellent service. Prepared variety of different written communications, reports and documents for documenting standard practices and procedure.
- Used critical thinking to break down problems, evaluate solutions and make decisions for excess removals requests and various day to day reportings.
Process Trainee
Ameriprise Financial Private limited
Gurugram
03.2018 - 03.2019
- Carried out day-to-day duties accurately and efficiently.
- Maintained excellent attendance record, consistently arriving to work on time.
- Exceeded goals through effective task prioritization and great work ethic.
- Conducted research, gathered information from multiple sources and presented results.
- Collaborated with team members to achieve target results and primarily focused on Supporting Ameriprise advisory group by reporting and current and past trends in key performance indicators for specific revenue and expense segment, supporting periodic forecast, budgeting and variance analysis intended to provide financial decision support and commentary around the business performance.
- Participated in team-building activities to enhance working relationships.
Customer Service Associate
Concentrix daksh private limited
GURUGRAM
09.2017 - 01.2018
- Developed and actualized customer service initiatives to decrease wait times.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Provided primary customer support to internal and external customers.
- Resolved concerns with products or services to help with retention and drive sales.
Intern at Sponsify.com
Sponsify private limited
Virtual
01.2017 - 02.2017
- Coordinated meetings between project members and clients to develop ideas, discuss progress and set goals.
- Created documentation outlining research findings for use by project managers, customers and other marketing staff to make accurate decisions about future plans.
- Tracked key metrics and review about different product and services provider firms.
Education
M.com( International Business And Marketing) - Commerce
Indra Gandhi National Open University
New Delhi 07.2017 - 07.2019
B.com (Hons) - Commerce
Atma Ram Santan Dharma College
University Of Delhi. New Delhi 07.2014 - 07.2017
Skills
Customer Service and Communication Skills
undefinedTimeline
Sr. Service and Operations Professional
Ameriprise Financial Private Limited
01.2022 - Current
Service and Operation Professional
Ameriprise Financial Private Limited
04.2019 - 12.2021
Process Trainee
Ameriprise Financial Private limited
03.2018 - 03.2019
Customer Service Associate
Concentrix daksh private limited
09.2017 - 01.2018
M.com( International Business And Marketing) - Commerce
Indra Gandhi National Open University
07.2017 - 07.2019
Intern at Sponsify.com
Sponsify private limited
01.2017 - 02.2017
B.com (Hons) - Commerce
Atma Ram Santan Dharma College
07.2014 - 07.2017
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