Analyst
Coalition Development Ltd(Crisil)
Total years of experience :8 years, 0 Months
Responsibilities:
• Conducting detailed financial as well as operating analysis of Global 2000 Corporations. Covered various sectors for analysis of cost-income drivers, interest rate fluctuation, commodity price fluctuation, currency rates fluctuation impact on P&L and hedging requirements of Corporates.
• Building & modifying quantitative statistical research models for product called “Wallets” - used for calculating markets of Investment banks’ clients.
• Worked on calculating market for Global 2000 Corporate for various products - Fixed income, Equity, Commodities, Foreign exchange, Transaction banking.
• Analyzing the market figures, market share of each product in each region for top investment banks like JPM, Citi, DB, BAML, SocGen, HSBC, etc.
• Creating presentation material for Clients like JPM, HSBC, SocGen, BAML, CITI etc., Senior Research Associates and CEO of the Company.
Achievements:
• Received the CLAP (CrisiLites Award for Performance) as part of the CRISIL Rewards & Recognition program.
Responsibilities:
• Building and retaining customer relationship, handling key & HNW clients/accounts and increasing customer satisfaction by maintaining after sales services & follow ups.
• Focusing on enlisting new companies and acquisition of New to Bank (NTB) customers to generate high revenues.
• Training new staff and motivating team to achieve the assigned sales target and thus assisting the growth of the organization.
• Handling cross selling bank products to existing and new customers.
• Maintaining business quality by recruiting customers through their company profile and their financial statement analysis.
• Handling the procedure of investments, privilege accounts, fixed deposits, personal loans, credit card, auto loans, etc.
Achievements:
• Got ‘The Best Relationship Officer’ award from Investment Oscar Club in Nov’12 for successful referral of highest number of investment products like SIP, Mutual Fund, Insurance, etc.
• Certificate of Appreciation for sourcing A.D.C.B. Meethaq credit card in 2010.
• Certificate of Appreciation for contribution in Meethaq Credit Card Champions Club contest (July’09 - Sep’09).
• Awarded the title of ‘Promising New Comer’ in 2008 for sourcing the highest no. of credit cards & loans.
Responsibilities:
• Handled training and development of the new joiners.
• Provided guidance to the new joinee about various products of the bank.
• Ensured that the set targets are achieved.
• Effectively handled a team of 10 members. Mainly sourced credit card & personal loans to salaried customer. Spoke with the HR & Finance person, took permission for kiosk to maximize sale through bulk sourcing.
Responsibilities:
• Handled CRM in retail division. Resolved complaints and request pertaining to customer saving/current accounts, need to be logged in to a system and generated the service request number. Timely follow up the status with the concerned dept./branch, update the customer and closed the service request number once it is resolved.
• Provided customer service to CASA clients and handled queries.
• Ensured first and foremost service the customer & then cross sell various bank products which includes credit card, personal loan, home loan, fixed deposit, loan against property, etc.
• Focused on after - sales service to gain the customer loyalty & improve the customer retention levels.
Responsibilities:
• Managed work related to inbound call center where customer calls in a customer care number with their queries, complaints and request related to their Hutch number. Provided excellent service.
• Ensured complaints & requests are logged in for respective dept. to resolve and closed as per TAT.
• On an average took 150-160 calls in 8 hrs shift.
Passed FRM Part 2
• Passed CFA Level 2 in June'2013
• Passed MBA (IT) from SMU with 79% in 2008
• Passed B.Sc. with 69% in 2005