YATINDRA KUMAR — Operations Associate

* Mutual Fund Operations * NISM VA * Purchase, Switch & Redemption * Root Cause Analysis of Mismatched Portfolios/Schemes * SIP Cancellation of users for respective RTA's * Rejection Data Pullout from RTA's * Connect with Users through Fresh desk & calling * Consolidated Account Statement ( CAS Analysis ) * Connect with RTA's & AMC's for various purpose * Bank Account Verification ( Third Party Validation ) * Customer Experience * Credits Appraisals * Surrogate Verifications * Need to audit the documents (KYC) * Also audit the online form being filled by the data entry team. *To check whether the data filled by team matches with the original documents. * Correct the mistakes if found and forward it to the next level. * Provide feedback to the team for improving the quality of work. * Helping hand to the Underwriters. * Having experience in Collection

Stackforce AI infers this person is a Fintech professional with expertise in operations and customer service.

Location: Gurugram, Haryana, India

Experience: 8 yrs 4 mos