Rajib Ranjan Rathor
Summary
Seeking a challenging environment that encourages continuous learning and creativity that provides exposure to new ideas and stimulates personal and professional growth.
Good Analytical ability. Effective Communication Skills and Personality.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Client Service Associate
Hexagon Wealth Capital Advisors Private Limited
Bangalore
06.2024 - Current
- Mutual fund Investment Account Opening for resident Individual, NRI & Non-individual (HUF,Pvt Ltd & Partnership Firm) clients on NSE,BSE and Our Back office software.
- Placing Transaction Through NSE, Motilal Oswal, Winvesta and our Back office Software.
- Reconciliation of transactions and ensure that feeds are received for the transactions on daily basis.
- solving client's operational queries and backend issues related to KYC, Non financial Transactions.
- Uploading other advisors reports and clients financial asset on our back office software.
Customer Services Executive
NIPPON INDIA MUTUAL FUND
Bangalore
12.2019 - 06.2024
- To give customer services on calls & mails & query / request handling at front office
- I am handling queries which come through email and calls as well as Rm's query and daily report maintenance
- Distributor/Investor follow-ups
- KYC verification and process
- Handling the processing and reporting of the liquid and non-liquid transactions and the various banking activities
- Assisting the back-office operations and processing of all commercial transaction in the nature of subscription, redemption, switch, SIP, STP and SWP
- Doing all jobs with proper dedication and professionalism as per SEBI's guidelines
- Every month calls to direct investor and distributor to renew the SIP
Officer
KARVY COMPUTERSHRE (KFINTECH) PVT LTD.
12.2013 - 10.2019
- Knowledge about mutual fund processing
- Processing Investment mutual fund application (Purchase, Redemption, and Switch)
- Special Product (SIP, STP & SWD Registration)
- Verify SIP Transaction in System
- Redemption & Switch Funding
- Working on daily/Monthly MIS report
- Daily/Monthly Productivity Report & Error Report
- Non-commercial transaction processing
- Updating General details of Investor
- Verifying FATCA/KYC/UBO updated status
- To check the trades reported from PAN India branches
- Check all scan images are uploaded for the trades reported
- Follow up & Coordinate with Branches for completing the trades & getting scan images
- Uploading of NAV & Dividend received from AMC/Fund Accountant
- Processing of Dividend and other commercial transactions
- Reconciling the trades reported vs processed
- Handling exception cases
- Preparing Audit reports and sending to internal audit teams
- Sending confirmations to Investors/ISCs
- Handling Queries from ISCs via call & mail
Education
Bsc. -
North Orissa University
01.2012
12th Standard -
Orissa State Board
01.2009
10th Standard -
Orissa State Board
01.2007
Majorstrengths
- Accustomed to fast paced environment, changing priorities & multitasking.
- Exceptional abilities to identify & resolve issues, Calm, Confident, Committed & positive style of managing pressure situation.
- Team player with good work ethics.
Languages knowledge
- English
- Hindi
- Oriya
- Bengali
Hobbies and Interests
- Listening Music
- Play Cricket
Personal Information
- Father's Name: Sj. Ghanashyam Rathor
- Date of Birth: 05/12/92
- Gender: Male
- Nationality: INDIAN
Certification
- NISM Series V-A Mutual Fund Distributors Certification Examination (01/2022 - 01/2025)
Timeline
Client Service Associate
Hexagon Wealth Capital Advisors Private Limited
06.2024 - Current
Customer Services Executive
NIPPON INDIA MUTUAL FUND
12.2019 - 06.2024
Officer
KARVY COMPUTERSHRE (KFINTECH) PVT LTD.
12.2013 - 10.2019
Bsc. -
North Orissa University
12th Standard -
Orissa State Board
10th Standard -
Orissa State Board
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