Manik Dutt
Medford,MA
Summary
Recent finance graduate with a keen ability to analyze complex information and deliver exceptional customer service. Strong background in regulatory compliance and financial product knowledge, with experience at Fidelity Investments and StonehamBank. Recognized for effective communication and teamwork, committed to advancing company goals and enhancing customer experiences.
Overview
7
7
years of professional experience
Work History
Customer Relationship Advocate
Fidelity Investments
Merrimack, NH
05.2023 - 04.2024
- Completed various training modules, compliance training, and in-person training to learn the regulations and rules set by the SEC and FINRA.
- Expanded customer service skills through shadowing various departments and individuals.
- Developed relationships with the team through effective communication.
Banking Specialist
StonehamBank
Stoneham, MA
08.2022 - 05.2023
- Provided customer service and support to clients regarding banking products and services.
- Maintained confidentiality of banking records and client information to avoid possible data breaches.
- Performed special services for customers, ordering bank cards and checks.
- Counted currency, coins, and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
- Balanced daily cash deposits and vault inventory.
- Received mortgage and other loan payments, verifying payment dates and amounts due.
Shift Manager
Mcdonalds
Somerville, MA
06.2017 - 08.2022
- Managed daily cash intake by counting out registers and the coin machine.
- Resolved conflicts between employees or customers professionally.
- Positioned skilled staff in key areas throughout shift to optimize department productivity.
- Trained new employees on company policies, procedures, and job responsibilities.
- Reported employee behavioral issues, losses, and customer complaints to upper-level management.
- Assigned tasks to employees and monitored productivity, performance, and task completion.
Education
Undergraduate - Finance
Suffolk University
Boston, MA12.2024
Skills
- Customer service
- Problem solving
- Attention to detail
- Team collaboration
- Customer relationship management
- SEC proficiency
- Proficient in Excel, PowerPoint, and Word
- SIE (Securities Industry Essentials)
- Excel Certification via 365 Financial Analyst
Timeline
Customer Relationship Advocate
Fidelity Investments
05.2023 - 04.2024
Banking Specialist
StonehamBank
08.2022 - 05.2023
Shift Manager
Mcdonalds
06.2017 - 08.2022
Undergraduate - Finance
Suffolk University