SIBI M
Gaureesham, Neeramankuzhy Ooruttambalam P.O, Trivandrum
Summary
Detail-oriented and results-driven professional with 8 Years of experience in mutual fund operations. Proven track record of managing various aspects of mutual fund administration, including NAV calculation, trade processing, and regulatory compliance. Skilled in optimizing operational efficiency and streamlining processes to enhance overall performance. Strong understanding of industry regulations and standards. Committed to delivering exceptional service and driving organizational success through meticulous attention to detail and proactive problem-solving.
Overview
17
17
years of professional experience
Work History
Branch Operations Executive
Nippon Life India Asset Management Ltd
03.2023 - Current
- Responsible for overseeing end-to-end administrative and service operations at the branch, including time stamping and delivering satisfactory outcomes for queries received via direct walk-ins, telephone, and email from distributors and customers.
Business Support Executive
Geojit Financial Services Ltd
12.2016 - 03.2022
- Managing front office tasks such as assisting walk-in clients and addressing email and telephone queries, while also recommending financial products based on customer needs. Additionally, handling backend operations including trading and Demat account opening, mutual fund distribution, portfolio management services, and offering general and health insurance policies.
Senior Medical Billing Executive
Revenuemed India Pvt Ltd
07.2011 - 12.2014
- Processing payments and ensuring the reconciliation of credit balances for US health insurance claims in the EBO department, including follow-up as necessary.
Medical Billing Executive
Accentia Technologies
04.2007 - 06.2011
- Manually entering and posting payments for US health insurance claims.
Education
Bachelor of Commerce - Co-operation
Kerala University
Trivandrum04.2005
Diploma in Computerised Financial Management(DCFM) -
KELTRON
TrivandrumSkills
- Client Relationship Management
- Financial Analysis
- Regulatory Compliance
- Proficient in MS Office Outlook
- Time Management
- Language Proficiency
- Problem-Solving
Additional Qualification
Diploma in Computerised Financial Management (DCFM)
Languages Known
- English
- Hindi
- Malayalam
- Tamil
Hobbies
Listening Music, Reading, Travelling
Personal Information
- Date of Birth: 05/30/1985
- Gender: Female
- Nationality: Indian
- Marital Status: Married
Disclaimer
I hereby declare that all the details furnished above are true to the best of my knowledge and belief.
Place: SIBI M
Date:
Timeline
Branch Operations Executive
Nippon Life India Asset Management Ltd
03.2023 - Current
Business Support Executive
Geojit Financial Services Ltd
12.2016 - 03.2022
Senior Medical Billing Executive
Revenuemed India Pvt Ltd
07.2011 - 12.2014
Medical Billing Executive
Accentia Technologies
04.2007 - 06.2011
Bachelor of Commerce - Co-operation
Kerala University
Diploma in Computerised Financial Management(DCFM) -
KELTRON
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