Chelsia Soares

Skills

Skills

Effecting Team builder

Enjoys sharing knowledge, training and encouraging development of others to achieve specific team goals.  

Client Interfacing and servicing

Deals with internal and external customers at all levels via telephone and email, to ensure successful communication via actively listening and regular communication.

Planning and organizing

Refined planning and organizational skills that balance work, team support and ad-hoc responsibilities in a timely and professional manner. 

Problem solving

Resolves in-depth queries in a methodical manner independently and with internal and external business partners to find appropriate resolutions, efficiencies and high level of quality. 

Work History

Work History
Jun 2009 - Dec 2009

Associate - Intern

GE Capital - E finance
  • Worked on a project using Six Sigma along with process analytical tools like process flow chart, swing line process maps, fish bone diagram, project charter and Soft systems methodologies for analysing, identifying  and recommending improvement arenas within the management reporting process.
  • Improvised and automated the process reducing the work load of 2 FTEs resulting in 18000 pounds of cost savings to the process.
  • Succeeded in exceeding employers expectations on the project deliverables and hence was granted a 3 month extension for implementing the proposed recommendations.
  • Tested new implementations for Business objects (Reporting tool), Cognos  and prepared training documents for the same.
  • Coordinated, verified and granted users across 15 countries access rights to their systems.
  • Analysed management reports for 7 countries in order to synchronise and streamline business performance measures for automating the reporting process.
Nov 2006 - Jun 2008

Analyst

JPMorgan Chase
  • Selected from a team of 8 members to  learn the 25 million worth reporting process  in USA.
  • Responsible for training the 8 member team on the process and for assisting in setting up the client reporting process in India.
  • Documented & analysed client complaints, accessed team training requirements, developed contact points, procedures  and prepared process trackers which improved process efficiency by 50%over the monthly performance cycle.
  • Developed role-relationships, influenced and negotiated with employees from different teams to resolve system issues and process challenges while setting up the process.
  • Gathered, analysed data and updated investment databases for financial products of JP Morgan within a tight deadline. Thereby gained sound experience of working with complex data from multiple data sources along with strong working knowledge of excel, macros and access databases.
  • Built client confidence by effectively managing client queries which required liasing with separate teams, effective follow-ups, prioritisation and problem solving skill-sets.
  • Interfaced with clients and worked under critical pressures and tight deadlines to ensure 800 client reports were analysed and processed on a monthly basis for Institutional Clients with investments of more than USD 25 million
Aug 2005 - Nov 2006

Analyst

CRISIL
  • Developed analytical spreadsheets with built in excel formula's which shortened the reporting cycle and thus overachieved monthly targets by 30%.
  • Performed presentations on various financial topics as part of the knowledge enhancement drive at CRISIL which required excellent power-point and presentation skill-sets.
  • Reviewed and analysed S&P Client reports to assess the credit worthiness of sellers which required risk analysis, identification and its appropriate treatment.
  • Identified missing gaps in financial data provided, requested clarification and performed regular follow-ups with the  respective onshore and offshore team to expedite the reporting process.
  • Organised meetings and scheduled calls for discussing the credibility of secularised conduits based on which ratings were assigned or re-evaluated.
  • Assisted in writing Rationals on clients credibility status, reasoning out the ratings provided for that conduit and the future performance outlook within the next quarters
May 2005 - Aug 2005

Investor Service executive

Standard Chartered Mutual funds India
  • Resolved customer complaints and request within a 24 hour turnaround time
  • Generated 50 leads for the bank within 2 weeks through tele calling customers for its new products
  • Followed up with different teams to resolve client complaints and to updated clients on the status of their queries which helped build client confidence.
  • Influenced and advised investors on investing in different mutual funds of the company.
  • Significant experience gained on advising and suggesting investors the best mutual fund mix for their portfolio based on their risk profile, priorities, preferences and capital available for investment.
  • Played an enhanced role in handling 600 investor transactions on a monthly basis comprising of investor requests regarding fund information, strategy information, redemption requests and switches
  • Additional responsibilities included analysis of request volumes and preparation of presentation reports for quality enhancements.
May 2004 - Jun 2004

Summer Trainee

HSBC Bank -Premier Section
  • Gained 35 client leads within 1 month for the bank through customer referrals and tele calling
  • Designed strategies to attract Premiere customers to the bank by consulting various product managers, customers, and researching on past successful strategies.
  • Projected a comparative analysis of the various products , services and strategies offered by competitive banks including Citi, Hdfc , ICICI and Abn amro bank.

Education

Education

Certifications

Certifications

Securities Market Certified

Bombay Stock Exchange (India)

Derivatives Certified

Bombay stock exchange (India)

AMFI (Mutual funds)

National Stock Exchange (India)