Priyanka S

Office Excecutive

Thiruvananthapuram

Summary

Detail-oriented and efficient Office Executive with experience office management, poised to enhance the operational efficiency of a Mutual Fund Advisory Firm. Strong expertise in financial products, client servicing, documentation, and compliance processes ensures meticulous attention to detail and timely execution of all office tasks. Committed to fostering a productive work environment that supports organizational goals and enhances client satisfaction. Ready to leverage skills and experience to contribute to the firm's success and streamline operations.

Overview

years of professional experience

Languages

Work History

Office Executive

CRG Wealth

12.2021 - Current

Welcome and assist walk-in clients and investors; maintain a professional and helpful front-office environment.
Perform KYC Verification and client documentation checks
Register clients and process transactions SIPs, STPs, Lumpsum, Redemptions etc.
Work with financial platforms like Edge 360, IRIS, Fundsnet and BSE Star MF to process and track mutual fund operations.
Generate and send client statements and transaction reports.
Maintain records of client transactions, investment folios, and communication logs using MS Excel.
Coordinate with Asset Management Companies (AMCs) and Registrar & Transfer Agents (RTAs) for status updates and queries.
Resolve customer queries through phone and email, ensuring timely responses.
Assist advisors in preparing investment statements, reports, and client updates.

Education

Master of Science - Biotechnology

S N College

Kollam, Kerala

04.2001 -

Skills

Financial Platforms: BSE Star MF, Edge 360, IRIS, Fundsnet, Wealth Elite
Office Tools: Microsoft Excel, Microsoft Word, Microsoft Powerpoint

Operations: KYC verification, Client registration, transactions handling
Communication: Client servicing, reporting, documentation

Timeline