Aspiring for challenging assignments in the field of testing and wish to achieve high career growth through a continuous learning process and prove to be an asset for the organization.
Overview
9
9
years of professional experience
Work History
Back Office Executive
The Smart Investors Financial Services
Hyderabad
05.2012 - 04.2021
Maintained filing systems to organize operations and administration records.
Researched, compiled and analyzed information and data to assist in decision-making.
Assisted in training new employees on back office procedures.
Maintained accurate financial records including invoices, payments, receipts and other transactions.
Organized filing systems for easy retrieval of documents when needed.
Totally responsible for the day to day operation which includes activities like investments,redemptions, and claim on insurance, filling the application form, collecting the application forms from the customers.
Able to handle all customer queries end-to-end.
Interacting with the investors through email process and outbound process in different campaigns to solve their service issues..
Educating the clients to choose the most suitable financial products in investments such as insurance.
Having updated information with regard to new financial products and changes in the market.
Maintaining a track record of the clients on a regular basis.
Sending status statements to customers on their investments periodically.
Education
BTech - Electrical, Electronics And Communications Engineering