Resume :
Pulkam Naveen
Naveenccna09 AT gmail.com
+919490242322
Objective :
To seek challenging avenues where my knowledge and experience matches with the organization's growth
Summary :
My goal is to associate myself with a company where I can utilize my skills and experience that in turn can enhance the company’s productivity and reputation and the same helps me in my career growth.
Education :
Bachelor of Science R.K Degree College, Osmania University
Work Experience :
Company Name : Karvy Computers share Pvt Ltd.
Current Designation : Officer.
Duration : 11th April 2016 to Till Now.
Roles and Responsibilities :
** Replying to General Queries received from various investors throughout the country, Complaints received from various branches of Karvy, complaints received through email and phone.
** If there is any pending and escalation cases we co-ordinate with concern branch of Reliance Capital Asset Management Company (RCAM) across India for the appropriate clarification in order to resolve the cases.
** Pledges/Unpledge (Pledge/Unpledge units in the name of financial institutions and bank on the investor request)
** Consolidation (Merging of folio(s) number into one folio number).
** Managing the clients (customer) interested in investing in Mutual funds and insurance by assessing their needs and advising them to invest.
** Handling CRM cases which are raised in Request, Complaint, and Grievance.
** Preparing MIS report(s) on fortnightly and monthly basis.
** Handling to complaints regarding Dividend, Redemptions, Purchase, NAV related, and General corrections of Investor (Change / Updation / Corrections of Address / Bank details /Transmission / Consolidation / Registering & Deregistering Power of Attorney / Investment details Etc.
** Over all control in ensuring timely clearance of requests relating to Issue of duplicate share certificates, Registration of nominee, stop transfer of shares, change of signature, transfer related queries, control of postal returns, revalidation of lapsed warrants, etc.
** Resolving th
e audit observations in query.
** Promptly responding to client mails and Coordinating with clients and investors responding the queries on priority basis.
** Processing the dividends to investors.
** Verifying investor’s signature and issued the duplicate share certificates with requested documents.
** Processing the Transmission, Deletion, and Transposing of name and Change of name requests from the share holders/Applicants.
Previous Company :
Company Name : Futurine Technologies.
Current Designation : Senior Process Associate.
Duration : 19th Aug 2013 to 26th Feb 2016.
Job Responsibilities :
** Updating members address to members record.
** Sending letters to members if the request is invalid or missing information
** If member provides an address which is “Out of Service Area”, we will term member plan and send letter that the plan has been terminated due to move out of service area.
** Have been cross trained on different processes which are Auxiliary Persons (POA, Guardian etc.) & ARF (Authorized Representative Forms).
** Update member’s record with authorized persons appointed by member through Legal documents.
** Maintaining Quality and Production Metrics.
** Contacting onshore for any clarifications.
Skills :
Well versed with all version windows OS and MS office (Word, PPT Presentations and Excel Worksheets.
MS-office
Typing speed 30-35wpm,
Job Profile :
** Good at back end operations with a very good knowledge about Claims process – Copay, Co-insurance, deductibles.
** Working on bug images.
** Updating the member’s information as per the member’s record.
** Preparing daily production dashboard and team individual performance deck.
** Maintaining Quality and Production Metrics.
Personal Details :
Languages Known : Telugu, English and Hindi
Hobbies : Watching movies , Learning financial concepts
Declaration:
I hereby declare that the above furnished information is true to the best of my knowledge.
Place : Hyderabad
Date :
Pulkam Naveen.