Parmod Kumar Sharma

• Ensured timely and 100% accurate application logging and reporting to Central Operations, maintaining high accuracy rates.

• Onboarding the clients under online platform & Offline mode.

• Managing Corporate & Individual KYC documentation.

• Processing the application of PMS & AIF for entire North within a given TAT.

• Handling Distributor queries with regard to brokerage, sales 7 after sales services.

• Resolving client queries on timely basis

• Specializing in Demat Trading and DP Operations including (Processing of DIS execution/Pledge/unpledge and dematerilsation & Rematerlisation request)

• Cross-selling of All PMS & AIF products

• Implementing new process & stream line

• Improved customer satisfaction by addressing and resolving complaints promptly.

• Ensured timely and 100% accurate application logging and reporting

• Processing Third party PMS, AIF, forms & ensuring account is activate

• Handled Customer Services & support sales team.

• Provided continuous education on regulatory changes.

Collection Associate astutely administering and collecting loans and payments

● Administered delinquent account collections procedures.
● Responded to customer issues and complaints in courteous manner.
● Evaluated collections procedures to ensure compliance with regulations.
● Reviewed scripts for collections calls and made necessary adjustments.
● Set monthly collections goals.