Consultant
Northern Trust
Total years of experience :19 years, 7 Months
Working closely with the CSMs (Client service managers) and Asset managers to manage on boarding of the new clients.
Perform data and system gap analysis, follow up with stakeholders on the status of the projects.
Understand PIR requirements, new projects, provide estimates, do the follow ups with different stake holders.
Use of CORIC Layout builder, to design the reports, data visualization, audit the data as mentioned below
Performance data that includes the inception dates of the portfolio.
Assess fund value, market value, currency formats, RoR, Excess Returns, Benchmark Returns.
Match back the returns with other applications that use the upstream data - RADAR.
To carefully scrutinize the work, study the footnotes, amend the footnotes and Benchmark details as per PIR guidelines.
Managing major clients as follows:
HSBC Canada, Legg Mason, Martin Currie, Insight US, NTAM, HSBC NY, Jupiter, Affirmative, Generation, Bank of Ireland, Cameron Hume.
Led operational excellence of 4 regions globally (APAC, NESD, NASD, & SESD) through the effective implementation of management plans.
Exceeded KPIs consistently. Analyzed market segments to identify new business opportunities to expand the existing customer base significantly.
Managed sophisticated development of reports through innovative training methodologies and approaches.
Offered professional answers and advice to curios clients encouraging them to increase new business channels.
I then worked with AXA Business Services as a Duty Analyst whose role was to do real-time monitoring of inbound and outbound calls using specified tools.
To manage changes to the scheduling resources to ensure adequate daily resource coverage.
Assist day to day contact traffic/queue, assuring that the service level objectives are consistently met.
Business-focused demonstrated ability in achieving daily targets and deliverables.
To analyze trends including contact volumes, contact patterns, staff productivity, staff capacity, and resource allocation and to use the analysis results to make the real-time decision regarding contact center staffing.
To produce daily attendance report, including approved and unscheduled time off obtained from the attendance line and make timely updates to the WFM application to assure proper trending.
At SITEL Corporation, I delivered the most comprehensive customer experience solutions using specific apps in the most efficient manner.
I worked in both the platforms supporting customers over the phone and email.
Initially started my career as technical support executive to resolve Internet connectivity issues with PCs and Laptops.
Resolve queries related to installation and configuration of client-based software’s.
I then followed IJP policy (Internal job posting) to move up vertically as a Senior Technical Support Executive and managed other branch of responsibilities.
I then handled the duties of MIS process in selecting, analyzing, re-structuring and extracting insights from the source data to present clear, visually compelling outputs.
Regularly review and report the findings and action plan on the improvements.
Focus on audit readiness of the reports and update relevant templates regularly.
Customer interactions were done regularly to understand the exact nature of the report and then reports or dashboards were designed and produced as per the frequency agreed with the customers.
To build customer relationship, support other team members in solving technical problems.
To improve customer retention by providing world class customer service by phone, email and live chat.
URL removed due to policy violation. Please contact support for further information.