Manager – Product Support & Development
Anand Rathi Share and Stock Brokers Limited.
Total years of experience :17 years, 4 Months
Anand Rathi Share and Stock Brokers Limited is one of the leading Equity Broker and Investment Advisory service provider to Retail, High and Ultra High Net worth Indian Families and Institutions.
Job Description
Product development, training & communication of new product/ change in existing product or services to various internal & external customers.
Building strong professional relations with various internal dept. including; Branch, IT, Sales, Marketing & Operation.
Market Survey & Competitor Analysis.
SWOT Analysis to understand problems/issues in product/process for improved services.
Develop & conduct specialized training on new product launched.
Monitor internal processes.
Pre & post product launch testing & changes.
Alchemy Capital Management Pvt. Ltd. is one of the leading PMS and Investment Advisory service provider to High and Ultra High Net worth Indian Families and Institutions.
Job Description
Heading Customer Service & Sales Support Function.
Managing a Team of Client Service Manager & Sales Support.
Customized services solutions to HNI & Ultra-HNI clients.
Training & Development of Team Members, Distributors/Associates on new products & systems.
Liaising with different departments.
Dealing with Externals - Depository & Custody, RTAs, AMCs, KRAs, Insurance Co; & other Financial Intermediaries etc.
Responsible to achieve best TAT for service queries & new account opening.
Product & Services: - PMS, Wealth Management, Mutual Fund, Bonds & Insurances.
NJ IndiaInvest Pvt. Ltd. is one of the leading advisers and distributors of financial products and services in India.
Job Description
Headed Branch Operation, Customer Service & Sales Support Function at Regional Level.
Management & Coordination between Head Office and Branches.
Team Management.
Training & Development of team members as well as associates.
Liaising with Customer Care, Operation, Compliance and other departments at Head Office & Zonal HR.
Dealing with Externals - RTAs, Mutual Fund AMCs, Insurance Co; Depository, Fixed Deposit Co. & other Financials etc.
Branch Visit to ensure smooth functioning at Branches.
Product & Services Management: - Mutual Fund, Fixed-Deposit, Bonds, DP Operation, Insurances (Life & Non-Life), PMS, PAN Processing, KYC Processing and other Few Internal Services.
Job Description:
Function as Manager - Client Relation and be responsible for business analysis and research for existing & new clients.
Ensure timely reporting to the clients & TAT on each case for closing the mandate; report on daily functions to the Sr. Manager.
Process & Policy Implementation at regular intervals as per new regulations and guidelines.
Monitoring team activity, motivating them by preparing framework & guideline to work on, also help them in their research work.
Job Description:
During my tenure as an Operation Executive my role was to carry out Risk Management and Fraud Control.
Credit Profile Verifications through, income document verification, collection & analysis of evidence, getting verification done through field executives from various governmental & non-governmental organizations.
Accountable for handling frauds.
Preparation of credit reports & different MIS.
MBA-PGP dual specialization in Finance & Marketing.
B.COM. – Computer Application
