Khyati Pandey
Burnaby,British Columbia
Summary
Profile Highlights Over 7 years of experience in Financial Services, branch operations, administration, and customer service Expertise in financial and non-financial transaction processing within the timelines Proficient in MS Office, Outlook, Mainframe, and CRM software Proven expertise in meeting deadlines, attention to detail, accuracy, and multitasking Customer-oriented, problem solver with great communication skills, a team player Core Competence and Value Awarded Best Email Composer, led the effort of preparing email templates for the organization. Proven track record of 100% customer satisfaction Subject matter expert, Ensuring uninterrupted & quality source of supply and service to the organization. Strategic sourcing through the identification of cost-effective vendors. Analyzed clients’ technical needs and provided inputs to the team for improvements. Enthusiastic individual experienced in stocking shelves for variety of organizations. Offering engaging and pleasant personality combined with background building customer relationships.
Overview
10
10
years of professional experience
Work History
FC
Ambassador, YVR
07.2022 - Current
- Acted as a point of contact for fellow employees and provided guidance and support to ensure adherence to Amazon's standard operating procedures (SOPs) and safety protocols
- Participated in inventory management activities, including cycle counting, replenishing stock, and conducting quality checks to maintain accurate inventory levels
- Collaborated with cross-functional teams, including but not limited to Human Resources, Operations, and Safety, to address employee concerns, resolve issues, and improve workflow efficiency
- Utilized Amazon's warehouse management system and other technology tools to track, update, and report on order statuses, inventory levels, and productivity metrics
- Demonstrated a commitment to maintaining a clean and organized work environment by adhering to 5S principles and participating in regular housekeeping activities
- Participated in training sessions and workshops to enhance skills and knowledge in fulfillment center operations, safety procedures, and customer service
- Exhibited a positive and professional attitude, adhered to Amazon's core values, and always upheld the company's policies and standards.
Relationship Manager
KOTAK MAHINDRA ASSET MANAGEMENT
01.2020 - 01.2022
- Supporting all the leading Bank employees like HDFC Bank, Axis Bank, etc
- For mutual fund business
- Promoting & selling mutual fund products par the limits & goals
- Handling team with cross-functional activities to ensure the delivery smooth & work completed in a timely manner
- Training & Active Participation with team for Risk & Fraud management
- Actively associated with the Corporate Social Responsibility team for promoting free education & gender equality for the poor & needy
- Kept abreast of market trends, economic indicators, and industry developments to provide informed investment advice to clients and stay updated on ICICI Prudential Mutual Fund's product offerings
- Collaborated with internal teams, such as sales support, operations, and compliance, to ensure smooth and efficient client onboarding, account opening, and transaction processing.
Relationship Manager
ADITYA BIRLA SUNLIFE MUTUAL FUND
01.2018 - 01.2020
- Educated distributors about amendments and updates to increase branch business
- Attended walk-in investor queries, evaluated urgency and importance, and resolved them within the turnaround time
- Responsible for managing the day-to-day delivery of IFA services & managing Banking staff for any mutual fund support
- Business development & achieving sales targets for revenue generation
- End to End employee interaction with full-on support & services for valuable customers
- Financial advisor for mutual funds
- Face to Face Presentations to clients and teammates for issues and making resolution plans to make clients happy.
Officer - Investor Relations (Assistant Manager)
ICICI Prudential Mutual Fund
01.2014 - 01.2018
- Built and maintained relationships with clients to understand their investment goals, risk tolerance, and financial needs, and provided personalized investment advice
- Conducted comprehensive financial planning and portfolio analysis to create customized investment solutions for clients, aligned with their financial objectives
- Actively promoted and sold mutual funds and other investment products offered by ICICI Prudential Mutual Fund, while ensuring compliance with regulatory requirements and internal policies
- Conducted regular client reviews and proactively provided investment performance updates, market insights, and investment recommendations to clients to ensure their investment portfolios remained aligned with their goals
- Identified and pursued new business opportunities through prospecting, networking, and referrals, and expanded the client base to achieve sales targets and revenue goals
- Resolved client inquiries, complaints, and service issues promptly and professionally, ensuring high levels of client satisfaction and retention
- Conducted investor education seminars, workshops, and training programs to educate clients and prospects about mutual fund products, investment strategies, and financial planning concepts
- Maintained accurate and up-to-date client records, transaction documentation, and reports in accordance with company policies and regulatory guidelines.
Education
No Degree - Mutual Fund Certification Examination
AMFI
India03.2018
MBA - HR
Gujarat University
India07.2014
Bachelor of Science - Computer Application
Saurashtra University
India04.2012
Skills
- Excellent Communication
- Team Goals
- Sales Promotion
- Customer Experience
- Appointment Scheduling Software
- Revenue Optimization
- Inventory Management and Planning
- Enter Data
- Teamwork Skills
- Quality Assurance and Control
Timeline
FC
Ambassador, YVR
07.2022 - Current
Relationship Manager
KOTAK MAHINDRA ASSET MANAGEMENT
01.2020 - 01.2022
Relationship Manager
ADITYA BIRLA SUNLIFE MUTUAL FUND
01.2018 - 01.2020
Officer - Investor Relations (Assistant Manager)
ICICI Prudential Mutual Fund
01.2014 - 01.2018
No Degree - Mutual Fund Certification Examination
AMFI
MBA - HR
Gujarat University
Bachelor of Science - Computer Application
Saurashtra University
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