Shalini Sasi

I have six months of experience in the Mutual Fund Back Office at the Head Office of Geojit Financial Services Pvt. Ltd., located in Palarivattom, Kochi.

Key Responsibilities:

• Handle insurance-related operations, coordinating with 10 partnered insurance companies.
• Upload daily transaction files and commission statements to the back-office software.
• Prepare monthly commission statements for the Accounts department to facilitate invoice generation and collection.
• Coordinate with insurance companies to share credit notes and invoice details.
• Manage SPSS exam registration and renewals for candidates.
• Prepare the company's active SP list.
• Prepare monthly provisions.
• Prepare monthly III dump reports (related to SPSS).
• Respond to over 25–30 calls daily and successfully resolve 90% of client concerns.

Completed a 2-month internship in the Finance Department at Talal Agro Manufacturing Industry, Nilambur.