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manshi naik, Analyst in Consultant & Distributor Support

manshi naik

Analyst in Consultant & Distributor Support·j.p.morgan chase

India

Bachelor's degree, Business And Management

Work experience

Total years of experience: 11 years, 3 months

Analyst in Consultant & Distributor Support

April 2023 - Present

j.p.morgan chase

Mumbai, India

April 2023 - Present

• Updating Due Diligence Questionnaires (DDQs) and Consultant
Databases including performance, characteristics, personnel
updates, narratives, and strategy information to support consultant
sales team. \[IMAGE\] \[IMAGE\]
Company industry:
Banking

Customer support division

June 2017 - Present

J.P. Morgan Chase India Private Limited

Mumbai, India

June 2017 - Present

• Providing feedback and coaching for individuals on the
reviewed data. Created and implemented new drills to increase
team performance.
Company industry:
Banking
Job role:
Customer Service and Call Center

Customer services agent

February 2013 - March 2015

Serco Global Services.

Mumbai, India

February 2013 - March 2015

• Respond to consultant requests for client/strategy data by coordinating with Sales, Portfolio
Managers, Product Specialists, Legal, Compliance and other internal teams.
• Support and relationship received from Third Party Vendors related to the Global DDQ Platform.
• I have handled and work in multiple projects for Personnel, Narratives and Holdings.
• Provided training and support to team members on data analysis tools and techniques.
• Identified and resolved data discrepancies to ensure accuracy.
• Managing additional queries from consultants, IS team, Sales and Clients.
Company industry:
Call Centers & Customer Care Outsourcing
Job role:
Customer Service and Call Center

Education

University Of Mumbai

January 2012

January 2012

Bachelor's degree, Business And Management

India

Skills

ANALYTICS
Intermediate
ANALYTICS
Intermediate
BUILDING AUTOMATION
Intermediate
BUILDING AUTOMATION
Intermediate
ANALYTICAL THINKING
Intermediate
ANALYTICAL THINKING
Intermediate
CROSS FUNCTIONAL COLLABORATION
Intermediate
CROSS FUNCTIONAL COLLABORATION
Intermediate
DETAIL ORIENTED
Intermediate
DETAIL ORIENTED
Intermediate
LEADERSHIP
Intermediate
LEADERSHIP
Intermediate
MANAGEMENT
Intermediate
MANAGEMENT
Intermediate
PROCESS IMPROVEMENT
Intermediate
PROCESS IMPROVEMENT
Intermediate
PROGRAM IMPLEMENTATION
Intermediate
PROGRAM IMPLEMENTATION
Intermediate
TEAM MANAGEMENT
Intermediate
TEAM MANAGEMENT
Intermediate