Divya Mary M B
|| PWM - CUSTOMER SERVICE MANAGER | OPERATIONS | PMS| AIF| MF | AMC COLLABORATION ||
- Role
- Customer Service Operations Manager at ICICI Securities
- Location
- Kochi, IN
- LinkedIn followers
- 500 followers
About Divya Mary M B
Hrm | time management | marketing | digital marketing
Experience
Customer Service Operations Manager
Sep 2024 — Present · Kochi, IN
Co-ordinating with RMs in processing of application forms for Financial & Non-Financial transactions and other backend Operations work. Processing of Account Opening Applications forms co-ordinating with PAN India Ops Team. • Co-ordinating with In-House Ops Team / AMC Mutual fund Ops Team / PMS Team to get the queries resolved. Handling email responses for distributor and investor queries. • Providing quality service to the customers & distributors by resolving issues regarding the cases pertaining to Purchase, Dividend, Redemption & Non Financial Transactions.• Handling Customer queries with respect to Financial & Non-financial transactions through inbound / out-bond email. • Preparing client\'s Financial holding Statement in Mutual funds. Emailing portfolio statement of client to Research Team for Portfolio analysis and Wealth Creation.• Handling Admin related activities and front office workings.
Education
SCMS SCHOOL OF TECHNOLOGY AND MANAGEMENT (SSTM)
Master of Business Administration - MBA
2021 — 2023
Bharatiya Vidya Bhavan's
Business/Commerce, General
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