sample resume for CALLBACK REPRESENTATIVE

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