Kashish Jawed

Assistant Manager at HSBC Mutual Fund

Role
Assistant Manager at Hsbc Mutual Fund
Location
Lucknow, UP, IN
LinkedIn followers
500 followers

About Kashish Jawed

Master of Business Administration in Finance and HR. ODOP certificate From ICSI

Experience

  1. Assistant Manager

    Hsbc Mutual Fund

    Aug 2024 — Present · IN

    Providing excellent customer service and promoting customer centricity in the organization by improving customer service experience, engaging customers and facilitating organic growth.Ownership of customers issues and ensure proactive resolutions of the same.Set a clear mission of enhancing service quality and deploy strategies focused towards that mission by keeping ahead of industry\'s developments and apply best practices to areas of improvement.Develop service procedures, policies and standards.Analysing MIS, enhance productivity and maintaining accurate records and document customer service actions and discussions.Recruit, mentor and develop customer service resources and nurture an environment where they can excel through encouragement and empowerment.Maintaining an orderly workflow according to priorities.Regulate resources and utilize assets to achieve qualitative and quantitative targets.Enhancing service quality and the level of customer focus in the organization.Coordinating with CAMS and KYC regarding the transaction processing.Managing Financial and Non Financial transactions processing.Orient with polices and processes to ensure compliance with internal and external guidelines.Advising investor about Mutual Fund products and help them choosing right fund as per needs.Resolving queries of investor and key partners.Review end of day (EOD) checklist and sign off on all task.Strict adherence to clean desk policy, ensure that no documents are left unattended and are not accessible to un authorised individuals.Liaison with other team/ departments like middle office, front office, operations and compliance are required.

Education

  • The Institute of Company Secretaries of India

    Chartered Secretary, Corporate

    2019 — 2024

  • Dr. A.P.J. Abdul Kalam Technical University

    Master of Business Administration - MBA, Accounting and Finance

  • Deen Dayal Upadhyaya (DDU) Gorakhpur University

    Bachelor's degree, Accounting and Finance

  • Carmel girls inter college

    Science and Business Management

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Kashish Jawed — Assistant Manager at Hsbc Mutual Fund in Lucknow, UP, IN | Unifers