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Minimalist Modern Professional CV Resume - 20241118 - 124424 - 0000

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caanas645
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29 views1 page

Minimalist Modern Professional CV Resume - 20241118 - 124424 - 0000

Uploaded by

caanas645
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Mohammed Anas

7448862431 [email protected] Velachery, chennai

EDUCATION PROFILE

MBA finance (distant edu) Dedicated and knowledgeable Financial Services Specialist with a
University of Madras proven track record in managing investment accounts,
2024-2026 addressing client needs, and ensuring regulatory compliance. Skilled
in handling sensitive client requests, providing exceptional service,
Bachelor of commerce and contributing as a subject matter expert
The New College
2020-2023 WORK EXPERIENCE

Mphasis 2023-2024

Transaction processing officer

•Thoroughly review and verify all client’s account opening documents. Maintain
and manage customer and their information accurately
•Handle requests from highly sensitive clients promptly, exceeding client
SKILLS expectations
•Open investment accounts, ensuring all processes comply with regulatory
Microsoft Office
standards. Reviewing all the documents and handling all IRA (Individual retirement
accounts), 401K accounts, LLC accounts, corporate accounts and Schwab one
Effective
applications.
communication
•Assisted in training new team members on transaction processing procedures
and software.
Team Work
•Utilizing Microsoft office (Excel and word) for the latest updates and training
sessions to greatly enhance our skills and knowledge
Customer service
•Engaged with clients and management through Email (outlook) addressing
excellence
inquiries and resolving issues promptly and Escalating to Team member
Problem solving •After completing training, assist all team members in the new account opening
process and to ensure that everyone feels confident and well-supported as we
Time management
navigate this essential task together
skills

LANGUAGE CERTIFICATION

English
Tata Forage - Data Certificate in
Tamil
analytics virtual communication and
Hindi internship Microsoft office Through
Mettl

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