portfolio manager
Deem Finance LLc
Total years of experience :6 years, 6 Months
• Handling customer complaints and resolving customer complaints efficiently.
• Educating customers about the product and making them aware about the rules and guidelines of Insurance.
• Explained customer queries on bill payments, due dates, usage on credit cards or debit cards and bank account details and other bank related queries.
• Assist with placement of orders, refunds, or exchanges.
• Contact existing customers proactively for cross selling products and marketing new products and services like Credit Cards, Personal Loan, Insurance, Savings Accounts and Current Accounts.
• Maintaining daily and monthly performance reports.
• To co-ordinate with clients on a regular basis and build rapport with client with an objective to maintain fruitful relationship and reach business goals.
• To build confidence and trust among the employees for smooth operations and achieving desired results.
• Analyzing financial documents of corporate and preparing and business description for that.
• Acquiring data from primary and secondary data sources and maintaining databases.
• Assigning Industry Classification to the corporates.
• Reporting the results back to the relevant members of the business.
• Clean and prune data to discard irrelevant information.
• Design, create and maintain relational databases and data systems.
• Management of office.
• Organizing the office layout and ordering stationery
and equipment.
• Maintaining the office condition and arranging
necessary repairs.
• Ensure that all items are invoiced and paid on time.
• Organize office operations and procedures.
• Keep track and record employees working hours,
absences, sick days and holidays.
• Communicate with and coordinate work goals with
other administrative support staff.
• Interact face to face and via phone with all
management and employees in order to act a source
of information and direction.
• Responsible for supporting the management by
carrying administrative and HR work.
45 Days Internship at Maverick Share Brokers Pvt. Ltd . Topic:- Indian Depository System and services provided by depository participants. 4 Days Organization Visit at Veto Plastics Pvt. Ltd. Topic:- Study of general management