Ashwini براد

Work Experience
Zurich International Life - Account Manager (Temporary Assignment), Dubai
(Since December '13 till June '2014)
Key Responsibilities
• Build and maintain effective relationship with chain of distributors in order to achieve business objectives, preserve reputation of the company and enhance service provision
• Proactive management of new and existing business pipelines, which includes coordination with internal departments, such as Underwriting, Compliance, New Business, Finance and relaying the information to the distributor
• Consult financial advisors and operation teams on queries related to the products new business acceptance, encashment, reinstatements etc
• Build strong and effective working relationships with distributors
• Acknowledge by the distribution partners for strong follow up and resolutions of issues

Aditya Birla Money Mart - Customer Service Manager, Pune Wealth Management Team
(Since Jun '10 till May '12)
Key Responsibilities
• Monitoring the overall functioning of account opening. (demat and trading a/c) Verification of outward and inward cheque.
• Handling customer centric service operations & ensuring customer satisfaction by achieving delivery & service quality norms.
• Providing service support to the Sales team,
• Lead generation for in house products as well as Other Products
• Handling Head Office Communications & Back Office Record Keeping
• Handling Branch Sales MIS & CRM

IDFC Mutual Fund - Institutional Sales Officer, Pune
(Since Feb '10 -June '10)
Key Responsibilities
• Managing Corporate Clients' relationship and their Investments.
• Constant monitoring of clients investments and providing them timely advise and service.
• Building and maintaining healthy business relations with clients ensuring maximum customer satisfaction to achieve optimum referral business.
• Exploring prospective markets to pursue promotional campaigns to achieve the organizational goal.

Reliance Capital AMC - Customer Service Executive, Pune
(Since December '07 to December '08)
Key Responsibilities
• Handling customer centric service operations & ensuring customer satisfaction by achieving delivery & service quality norms.
• Handling daily transactions and back office operations.
• Worked on CRM & CRM Next.
• Responsible for the KYC processing.
• Lead generation for in house products.

Motilal Oswal Financial Services - Customer Service Executive, Pune (Since May '07 to December '07)

Key Responsibilities
• Monitoring the overall functioning of account opening. (demat and trading a/c) Verification of outward and inward cheque.
• Providing ledger and holding details to Clients.
• Handling Head Office Communications & Back Office Record Keeping.
• Lead generation for in house products.