Punam Hirulkar
Pune
Summary
Experienced Mutual Operations:
With over 4 years of experience in mutual operations at PROFITMART SECURITIES PVT LTD and Angel One PVT LTD, I bring a strong track record of problem resolution and customer satisfaction enhancement.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Assistant Manager of Operations
Angel One pvt ltd
Mumbai
2021.07 - Current
- Provided advice and guidance to clients regarding mutual fund investments and application.
- Handle all mutual fund queries through email and calls.
- Increased customer satisfaction by resolving issues.
- Give training to new joiner about the process and BSE platform.
- Raise mutual fund queries through the BSE CRS portal.
- Handles all redemption, purchase, SWITCH, SIP, LUMPSUM, STP, and SWP queries on call and through emails.
Mutula Fund Operations
Profitmart Securities Pvt Ltd
Pune
2019.05 - 2021.03
- Monitored day-to-day operation to ensure accuracy of mutual fund trades.
- Executed purchase and redemption orders for clients using various trading platforms and internal software.
- Maintained accurate records of all transactions in compliance with regulations.
- Developed and maintained relationships with BSE, RTAs, Registers, and AMCs.
- Aware about the KYC and KRA process.
- Upload daily RTA files.
- Provided advice and guidance to clients regarding mutual fund investments.
Technical Support Representative
suma soft pvt ltd
Pune
2017.01 - 2018.12
- Provided administrative support by completing tasks such as filing documents and scheduling meetings.
- Provided timely, accurate and professional customer service to all clients.
- Followed up with clients to verify optimal customer Satisfaction following support engagement Problem resolution.
Education
BE - Electronics Technology
METs Institute of Engineering, Nashik
Nashik2016-05
High School Diploma -
TTN Polytechnic
Akola2012-05
Skills
- Customer Satisfaction
- Workflow Optimization
- Quality Assurance
- Self Motivation
- Multitasking
- Adaptability and Flexibility
Certification
2021-04 NISM-Series-V-A: Mutual Fund
Timeline
Assistant Manager of Operations
Angel One pvt ltd
2021.07 - Current
Mutula Fund Operations
Profitmart Securities Pvt Ltd
2019.05 - 2021.03
Technical Support Representative
suma soft pvt ltd
2017.01 - 2018.12
2021-04 NISM-Series-V-A: Mutual Fund
BE - Electronics Technology
METs Institute of Engineering, Nashik
High School Diploma -
TTN Polytechnic
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