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Resume For Callback Representative

Rajan Sharma
956/6, Gandhi Nagar,
Delhi – 110011
(+91-11) 456 789

OBJECTIVE :

To contribute acquired skills to a sales position promoting the mutual funds of an industry leader.

EMPLOYMENT EXPERIENCE :

MANIFEST FATE, INC., Poughkeepsie, NY
Senior Callback Representative, 9/91-Present

Troubleshoot problems on shareholder and broker accounts which require research.

Analyze all relevant facts pertaining to each problem; implement a timely solution and inform the caller of the resolution.

Interact with other departments to determine source of internal errors and prevent their re-occurrence.

Approve all maintenance items submitted by phone representatives.

Maintain smooth work flow and department standards in supervisor’s absence.

Train new telephone representatives in department procedures, telephone techniques, legal requirements, and portfolio objectives.

Telephone Representative, 1/89-9/91

Informed shareholders and brokers about the Manifest family of funds, the mutual fund industry as a whole, activity in each portfolio, and Manifest policy.

Interacted with portfolio managers concerning portfolio objectives, market trends, individual brokerage concerns, and changes in SEC regulations and tax laws.

Educated shareholders and brokers about laws and SEC regulations as they pertained to their particular state.

Researched difficulties with dealer commissions, registration data, taxable events, wire trades, and government allotments.

EDUCATION :

DAEMAN COLLEGE, Amherst, NY
Bachelor of Arts - Economics, 12/88

LICENSES

Series 6, NASD Registrations

AWARDS

Manifest Fate Employee of the Month - October 1993
2 Silver Service Awards
Attendance Award - last 5 consecutive quarters








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