Sanika Vivek Maharashtra Shete Board
Pune
Summary
To pursue a career in the field of banking operations and service industry where my skills and knowledge can be utilized for the benefit of the organization and further help me learn and grow both professionally and personally,to meet the new challenges and opportunities. About 6 yrs 5months of experience in Banking Sector and wealth management Service Industry. Currently associated with Prudent Private Wealth.
Overview
8
8
years of professional experience
Work History
Customer Relationship Officer(Assistant Manager)
PRUDENT PRIVATE WEALTH
07.2020 - Current
- Processing of all financial and non financial transactions
- Processing of mutual fund forms along with the cheque clearing, and recording of folio statements
- Client servicing and developing good rapport with clients
- Coordinating with wealth managers for maintaining record of their revenue transactions and preparing monthly reports of the same
- Clearing the observations of processed forms within TAT
- Processing of AIF, PMS, Unlisted, Bonds, Insurance with end to end followup till activation
Service Relationship Manager (Assistant Manager)
KARVY STOCK BROKING LTD
03.2019 - 06.2020
- Processing of PMS forms with end to end follow up till the activation
- Processing of mutual fund forms along with the cheque clearing, and recording of folio statements
- Updating the internal files for the data of revenue, post coordinating with all the wealth managers
- Maintaining a tally for the revenue master on daily basis with the collated data
- Maintaining the DBR file with regular updation of revenue master for pune office
- Clearing the observations in the processed forms in time /sticking to TAT
- First time clearance in all the processed forms
- Taking care of cheque clearance and allocating the revenue to the wealth managers
- Processing of all the requests of clients regarding the services
Priority Service Relationship Manager
AXIS BANK LTD
Pune
06.2016 - 02.2019
- To be the first point contact with the HNI customer in the branch
- Provide customer service and product information
- Expertise in NRI and Resident Retail Banking operations and have good knowledge regarding Remittances (Inward and Outward)
- Cross sell of direct banking products to walk-in customers
- Enhance the value of existing accounts of Current account and saving account customer.
- Generation of referrals from internal database
- Relationship Management of Portfolio customers
- Engaged in Cross Sell & enhancing relationship with existing customers
- Selling of Investment products like Mutual Fund, Insurance & SA.
Education
Group 1 - 135 Group 2 - 167 ACHIEVMENTS Cleared the IRDA/AMFI Certification Exam. Costing, Finance ,Tax , Audit - undefined
Institute of Cost Accountants of India
SSC - undefined
Skills
COMPUTER SKILLSundefined
Additional Information
- ACADEMIC QUALIFICATION
Timeline
Customer Relationship Officer(Assistant Manager)
PRUDENT PRIVATE WEALTH
07.2020 - Current
Service Relationship Manager (Assistant Manager)
KARVY STOCK BROKING LTD
03.2019 - 06.2020
Priority Service Relationship Manager
AXIS BANK LTD
06.2016 - 02.2019
Group 1 - 135 Group 2 - 167 ACHIEVMENTS Cleared the IRDA/AMFI Certification Exam. Costing, Finance ,Tax , Audit - undefined
Institute of Cost Accountants of India
SSC - undefined
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