Mugdha Shukla
Senior Customer Service Executive @Bandhan Mutual Fund
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WORK HISTORY
Senior Customer Service Executive @Bandhan Mutual Fund
Jabalpur, IN
Managed critical processes such as Consolidated Exception, Channel Exception, NFT Exception, DC Rejection and Red Alert File (Invalid Purchase) with a focus on accuracy and efficiency.•Handled pending and exemption cases related to financial transactions including excess and short credits.•Proactively engaged with walk-in investors and distributors, ensuring seamless acceptance of transactions and addressing their queries.•Collaborated closely with the Operations and Compliance Department to execute additional activities and ensure process adherence.•Coordinated with CAMS to address pending complaints and queries, ensuring timely resolution.•Addressed concerns related to ARN empanelment, self-declaration, brokerage payouts.•Guided distributors in adopting the use our partner login in our amc website for online transaction and completing online empanelment processes.•Created an investor-friendly atmosphere by fostering effective coordination among team members and branch staff.
EDUCATION
Govt. Sarojini Naidu Girls College, Shivaji Nagar, Bhopal
Bachelor of Commerce, Advertising
Institute of Professional Education and Research (IPER), Bhopal
Master of Business Administration - MBA, Finance And Marketing
ABOUT MUGDHA SHUKLA
As a finance professional with 4+ years of hands-on experience in client onboarding, KYC…
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