Microsoft Excel
G. P. VISHWARAGINI
Team Manager - Distributor & Investor Services, TN & Kerala
Chennai,India
Summary
To pursue highly challenging career, wherein, I can implement my knowledge and gain new skills and work effectively for the development of the organization. Multi-tasking Manager well-known for creating positive workplace culture and high-performing teams. Demonstrated [Product or Service] expertise, including competitive offerings, pricing and market positioning.
Overview
9
9
years of professional experience
6
6
years of post-secondary education
1
1
Certification
1
1
Language
Work History
Team Manager
Axis Asset Management Company Ltd
Chennai, India
09.2018 - Current
- Drove performance of staff by creating incentives and positive work atmosphere and administering recognition and rewards programs.
- Administered monthly and annual reviews to direct reports and set clear and measurable goals, action plans and follow-up procedures.
Deputy Manager
Invesco
, India
01.2017 - 09.2018
- O Branch administration like handling Petty Cash Vouchers & ensuring that the Branch has sufficient Marketing inventory as required by Sales Team
- O Time stamping of applications & ensuring that all High Value cheques are banked within the banking cut off time and timely receipt of funds to the scheme collection account
- O Ensuring that the applications received are complete and all mandatory documents are enclosed with the commercial and noncommercial transactions
- O Accurate reporting of transactions within the cut off time
- O Scrutinizing & processing of KYC applications without any rejections/ hold
- O Handling Investor/Distributor Interactions through various modes like phone call & Email
- O Attending to walk‐in investors / distributors
- O Customer Acquisition and Retention
- O Resolving the queries which are logged in CRM within TAT
- O Ensuring timely closure and updation of MIS related activities.
Customer Service Executive
IDFC
05.2013 - 01.2017
- O Resolving complaints/grievances received from the investors/distributors o Handling SEBI and AMFI complaints and sending response for the same
- O Resolving following categories of complaints/Grievances-Purchase, Redemption,
- SIP/STP/SWP, KYC, Data Entry, Account Statement etc
- O Scrutinizing documents submitted by the investor for Purchase, Redemption, SIP’s, KYC etc
- Processing the same
- O Time stamping & maintaining details of documents/requests submitted by them
- O Coordinating and building relationship with investors/distributors
- O Giving resolution on TAT (Turn Around Time) specified
- O Providing information to Income Tax authority & Court Order through letters
- O Sharing details of reports to Reporting Manager on frequent basis and Database
- Management.
Education
B.E - ECE
Sri VenkateswaraCollege of Engg &TechAnna University
04.2008 - 01.2012
S.S.L.C -
State Board
C.G.H.S.S 04.2005 - 03.2006
S.S.L.C -
State Board
C.G.H.S.S 04.2005 - 03.2006
Skills
Strategic planning
Certification
Completed NISM-Series-V-A (Mutual Fund Distributors Certification Examination)certification with an
Software
Microsoft Power Point
Microsoft Word
Affiliations
Actively participated in various events of SCOUTS and GUIDES.
Honored by DR.A.P.J. ABDUL KALAM (The President of INDIA) for RASHTRAPATI
award.
Honored by Mr. SURJIT SINGH BARNALA (Governor of Tamil Nadu) for RAJYA
PURASKAR award. PLACE: Chennai. (G.P.VISHWARAGINI)
Accomplishments
Consecutively won extraordinaire award for financial year of 2019-20220, 2020-2021 and 2021-2022
Awarded as Axis MF - Best Women Employees of south India in the year of 2021
Timeline
Completed NISM-Series-V-A (Mutual Fund Distributors Certification Examination)certification with an
01-2022
Team Manager
Axis Asset Management Company Ltd
09.2018 - Current
Deputy Manager
Invesco
01.2017 - 09.2018
Customer Service Executive
IDFC
05.2013 - 01.2017
B.E - ECE
Sri VenkateswaraCollege of Engg &TechAnna University
04.2008 - 01.2012
S.S.L.C -
State Board
04.2005 - 03.2006
S.S.L.C -
State Board
04.2005 - 03.2006
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