Ashu Gambhir

Team Leader – Mutual Fund & Insurance Operations & Client Relationship Management

Divdesh Wealth

21 August 2023 to present

Manages mutual fund and insurance operations, team operations, client and partner relationships, transaction execution, MIS reports, brokerage reconciliation, KYC and FATCA documentation, portfolio servicing, policy servicing, and business growth through upselling and cross-selling.

Senior Sales Co-ordinator (Sales and Backend)

Wealth Enhancers

January 2021 to July 2023

Handled service quality, market research, broker and client queries, team coordination, back-office records, financial transactions, MIS reports, sales promotion, customer relationship management, and channel partner coordination.

Proprietor

Deep Computer Technology

January 2011 to November 2021

Managed marketing and promotion of services to schools, universities and institutes; handled B2B and B2C sales, customer interaction, software and hardware support, troubleshooting, project work, presentations, typing, data entry, and online applications.

Senior Executive – Customer Service Delivery Department

Bharti Airtel Ltd. (President Office)

March 2005 to December 2010

Drove the national complaint management system, monitored two call centers, handled TRAI and Consumer Forum complaints, prepared SLA MIS reports for 23 offices, supported sales team leadership and training, managed promotion and scheme queries, and maintained audit records. Received a special reward from the Vice President for maintaining SLA and FTR throughout the year.

Executive – Sales Co-ordination Department

Bharti Infotel Limited

13 January 2003 to February 2005

Handled the call management system for Gurgaon Circle, billing complaints and queries, daily MIS reporting, automated payment systems, work orders, credit control information, showroom customer queries, and internal and external dispute resolution.

Executive – Finance Department

Bank of Punjab Ltd., Gurgaon

January 2000 to December 2002

Worked in the finance department of a bank providing loan services.

Accounts Assistant

Shyam Accounts & Consultants

January 1998 to November 1999

Accounts Assistant

Pal Finlease Vest India Pvt. Ltd.

August 1996 to September 1998