Sumita Dutta
Personal Details
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Sumita Sujay Dutta-
October 11, 1986
Female
Married
Indian
Bengali
English, Hindi, Marathi, Bengali
Music, Reading, Yoga, Travelling.
Educational Qualification
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SSC from St. Paul’s Convent High School (Percentage Acquired: 79%)
HSC from D. G. Ruparel College (Percentage Acquired: 71%)
Bachelor of Commerce from D. G. Ruparel College. (Percentage Acquired : 57% )
Diploma in Computers.
Executive’s Assistants Course from Davars’ College.
AMFI - Mutual Fund (Advisors) Module.
Knowledge & Skills
1. Excellent command in typing, written and spoken English
2. Advance knowledge of MS Office, Excel and its application.
Work Experience
Indiabulls Asset Management Co Ltd Feb 2015 till March 2016
Designation : Sr. Officer Customer Service & Operations
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Daily Transaction processing.
Handling all investor & distributor related queries.
Daily MIS reports.
Handling Distributors query of Commercial & Non-Commercial nature
Follow-Up on Distributors queries & complaints with HO and Distributor.
Follow-Up for copy of Memorandum & Articles of Association, Authorized Signatory List
Handling all Branch related queries
Recon of SIP registration
Handling Brokerage related Queries of distributors
Ensuring daily reporting from branches
Co- ordination with marketing team for forms during NFO
Reviewing of KYC invalid cases and resending for KYC validation
Empanelment status of distributor
Review & updation of brokerage structure.
PEERLESS FUNDS MANAGEMENT CO. LTD (August 2009 till May 2012)
Designation: Assistant Manager (Sales Support)
Key Responsibilities
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Empanelment
Coordination with West Region Head / Officer in charge.
Providing sales support to internal and external customers of the company.
Upgradation/Updation of broker.
Accepting & processing Subscription Applications.
Preparation of MIS –Daily Transaction Report
Escalation of critical issues/action on queries/complaints and grievances.
Escalating to respective Sales Head for any funds not received/ Co-ordinating with the bank.
Reconciliation of redemption request received and redemptions payments to be made.
Help solving PAN & bank related NIGO cases after close of particular NFO.
Solving cases reported by banks as rejections of direct credit of redemption/ dividend proceeds to
investors.
Dispatch and inventory control, NFO dispatch & co-ordination.
Distributor Queries, Complaints & RUD.
Handling Distributors query of Commercial & Non-Commercial nature.
Follow-Up on Distributors queries & complaints with HO and Distributor.
Follow-Up for copy of Memorandum & Articles Of Association, Authorized Signatory List & Board
Resolution.
Puneet Advisory Services Private Ltd (December 08 – June 09
Designation: Executive Assistant to the MD
Key Responsibilities
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Filing of Office Records
Retrieving of database from the Internet as per requirement.
Handling of daily correspondence
Attending to the visitor
Attending & Transferring of calls.
Data Entry & General Administration
