Profile Snapshot
Vikas is based out of Mumbai & has studied Political Science, BA-Bachelor of Arts from Year 1992-1995 in KMDCASC-Kirti M Doongursee College of Arts Science And Commerce, Mumbai University.
Vikas Kadam is Skilled in Aptitude, Team Management, MIS and other talents.
Talents
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Team Management... among 0 users in Mumbai…among 0 users worldwide36.59percentile among worldwide users -
Business Process Improvement... among 0 users in Mumbai…among 0 users worldwide -
Customer Service... among 0 users in Mumbai…among 0 users worldwide -
MIS... among 0 users in Mumbai…among 0 users worldwide18.27percentile among worldwide users
Professional Path
Cluster Head Customer Service Rest of Maharashtra, MP & Goa
Nov-2011 To
present
14 years 10 months
- Responsible for managing day to day activities of Customer Service and Operations at Branches.
•Daily Transaction processing relating to subscriptions, redemptions, switches and Non Commercial Transactions.
•Investor / distributor queries & complaints handled by team are resolved as per service standard and open cases are closely monitored.
•Ensure that Logbook for daily transaction is tallied for all time stamped transactions.
•Preparation of MIS and dashboards.
•Ensure that branches are reconciled Redemption Processing Report (RPR) on daily basis.
•Pending cases escalated by investor / distributor are closely monitor for resolution.
•Providing solution to streamline and strengthen process to avoid delay in processing of transactions.
•Tracking of pending transaction MIS and delay in SIP instalments debit cases •Monitoring for High Risk transactions
•Training is given to the team on regulatory (SEBI & AMFI) and internal process changes.
•Allocate work to the Team - - Recommended several changes and suggestions in processing, enhancements / validations in system to process transactions smoothly and accurately. Also by giving training and Job rotation between team everyone is familiar with all activities and this helps in reducing error percentages.
Assistant Manager Best Practices and Compliance Customer Service and CAMS coordinator
Oct-2007 To
Oct-2011
4 years
- Responsible for uniform Best Practices & Compliance in Customer Service across all locations in India and providing solutions to streamline and strengthen processes. Besides that ensure all locations are complying with all Regulatory requirements. Responsible for documenting Policies and Processes (P&P’s) as per respective regulatory guidelines. Conducting process walk through and identifying process gaps. Reviewing of processes in regular intervals and keeping updated as per changes in business requirements, and regulatory norms.
As CAMS coordinator, ensures that CAMS branches are updated about all the process / regulatory changes like addendum's, details of NFO launches, redemption windows & maturity dates etc. I have been taking care of approvals on exception cases (time stamp missed out / reporting) - Coordinated the set-up of Points of Acceptance (POS) through third party service providers like CAMS and Karvy (set-up 87 CAMS and 19 Karvy collection centres for Franklin Templeton).
Head Mumbai Branch Operation
Apr-2001 To
Sep-2007
6 years 5 months
- •Daily Transaction processing relating to subscriptions, redemptions (including FMP maturities), switches and Non Commercial Transactions. •Handled high value institutional transactions and Investor / distributor interactions.
•Printing of account statements and dispatching to the investor as per service standards.
•Handling investor / distributor walk-ins and calls for their queries / complaints like non-receipt of redemption warrants, dividend and account statement etc. and ensure that they are resolved as per service standards.
•Processing of Systematic investment plans, Systematic withdrawal plan, Systematic transfer plan.
•Interacting with Back Office for transaction related queries to ensure that all transactions processed in time.
•Regular training to team on regulatory (SEBI & AMFI) and internal process changes.
•Allocation of work to the Team. - Managed to processed highest transaction volume in a day was 1300 commercial transactions, 150 plus non-commercial transactions, 84 T+0 redemptions & 152 high value cheques banking
Executive - Operations
Karvy Computer Share Pvt. Ltd.
Full Time
Feb-2000 To
Mar-2001
1 years 1 months
- Worked in their Mutual Fund Department and was handling all operational activities of Birla Mutual Fund, Reliance Mutual Fund & IDBI Mutual Fund.
Senior Officer
Videocon Services Ltd.
Full Time
Apr-1991 To
Jan-2000
8 years 9 months
- Headed Registration and Transfer (R&T) and Public Issue department and handled all activities related to transfer of shares, post issue and other works related to share transfer of the following companies.
- Videocon Appliances Ltd.
- Videocon VCR Ltd.
Officer
Computronics India Ltd.
Full Time
Jun-1989 To
Apr-1991
1 years 10 months
- Worked in their R&T and Public issue department handling all activities pertaining to transfer of shares and Post Issue.
» 1 Project
Qualifications
Kirti M Doongursee College of Arts Science And Commerce
Bachelor of Arts Political Science
1992-1995
-%
Extra-Curricular Interests
Cricket
Carrom and Table Tennis
My Story
Resume Headline : Graduate in Political Science, result oriented and believes in hard work. 25 years of experience (15 plus years of experience in Operations, Customer Service and Best Practices and Compliance in Mutual Fund Industry & 10 plus years of experience in Registrar and Transfer (R&T) and Public Issue.
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