DEVESH JADHAV
Operations Executive
Pune
Summary
Detail-oriented Branch Operations Executive with foundational knowledge of mutual fund operations, client servicing, and transaction processing. Skilled in handling investor queries, maintaining accurate records, and ensuring compliance with regulatory guidelines. Committed to delivering efficient operational support and enhancing customer satisfaction.
Overview
2
2
years of professional experience
Work History
Branch Operation Executive
Nippon India Mutual Fund
11.2024 - Current
- Handled Walk-in customer queries providing timely solutions and alternatives.
- Processed Commercial transactions and Non Commercial transactions forms with accuracy and within time limits.
- Recorded IFA interactions and followed communication procedures.
- Managed Daily Tracking reports and managed MIS reports in excel sheet.
- Quick response to Phone call queries, additional informations and product information.
- Handling mails of multiple distributors and responding timely and accurate solutions to each one.
- Enhanced customer satisfaction by streamlining communication channels and improving response times.
- Supported Colleagues & Interns while handling critical cases of Commercial as wells as Non Commercial Transactions.
- Assisted in organizing and overseeing assignments to drive operational excellence
Analyst Intern
Eclerx
02.2024 - 07.2024
- Sending mails to customers regarding payment confirmation.
- Communicating with clients regarding the status of payment
- Helping seniors in resolving critical status of failure of payment
- Reviewed system documentation for accuracy, consistency, and adherence to best practices.
Education
BBA-IB - International Finance
MES Garware College of Commerce Pune
06-2023
MBA - International Finance
Shivaji Maratha Society Institute of Management & Reasearch
Pune, India 04.2001 -
H.S.C. - undefined
MES Garware College of Commerce
01-2020
S.S.C. - undefined
Sungrace High School
01-2018
Skills
Multi Tasker
Strong Communication Skills
Able to handle work pressure while handling day to day activities
Daily watching Market Indices
Able to read and understand financial Statement Analysis
Handling Multiple Client queries at one time and providing timely solutions
Basics of MS Excel
Accomplishments
- Certified SEBI Registered NISM Mutual Fund Distributor.
- Been Awarded Twice for Solving the highest amount of Unclaimed cases in ROMG.
- Won Best Batsman award in cricket tournament of Nippon India Mutual Fund.
Timeline
Branch Operation Executive
Nippon India Mutual Fund
11.2024 - Current
Analyst Intern
Eclerx
02.2024 - 07.2024
MBA - International Finance
Shivaji Maratha Society Institute of Management & Reasearch
04.2001 -
H.S.C. - undefined
MES Garware College of Commerce
S.S.C. - undefined
Sungrace High School
BBA-IB - International Finance
MES Garware College of Commerce Pune