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.
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.
Jun 2009Dec 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.
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
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 2005Aug 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.