Proactive Finance and Accounting professional with strong time management and problem-solving skills. Demonstrated reliability and adaptability, contributing to team success through quick mastery of new skills. Focused on driving organizational growth by leveraging strengths and commitment.
Overview
1
1
Language
7
7
years of professional experience
Work History
Senior Process Associate
TATA Consultancy Services Ltd
04.2024 - Current
Managed UK email process, handling customer queries related to UK pension schemes and TPR requirements with efficiency.
Collaborated with internal teams to resolve complex pension and TPR-related issues, ensuring timely and satisfactory resolutions for customers.
Providing accurate and compliant responses to pension related inquiries, ensuring adherence to internal quality standards and external regulatory guidelines.
Maintained detailed records of customer interactions, supporting audit readiness and process improvement.
Delivered enhanced customer experience through professional communication, empathy, and proactive support.
Demonstrated in-depth understanding of UK pension operations and TPR regulations, maintaining full compliance with GDPR and data protection laws.
Managed UK email pension process by efficiently addressing customer inquiries and ensuring compliance with regulations.
Manager - Acquisition
IDFC First Bank Limited
12.2023 - 03.2024
Introduced and acquired new current and savings account customers in targeted segment, generating references from specified catchment.
Conducted area mapping to identify potential customer segments for account acquisition. in the catchment and maintaining of Daily activity/Sales report.
Meeting and completing account opening formalities with strict adherence to KYC norms.
Engaged customers with multiple product offerings during account opening, enhancing customer relationship and retention.
Generating Leads for family accounts and other cross sell products.
Generated leads for family accounts through targeted marketing efforts. for family accounts and other cross sell products.
Resolved customer queries by providing timely and accurate information./issues.
Business Unit – Branch Banking
Deputy Manager
Kotak Mahindra Bank Limited
11.2019 - 09.2023
Managed relationships with wealth customers to enhance loyalty and retention
Ensure 100% customer satisfaction
Arranged initiatives to improve customer experience across service channels
FCR to the client in terms of services
Provided first contact resolution to clients regarding services
Managed chat interactions related to credit card inquiries
Education
Bachelor of Science -
Skills
Customer Service
Problem-solving
Data analysis tools
Goal-oriented
Effective communication
Regulatory compliance
Team player
Cross-functional collaboration
Self-motivated and goal oriented
Customer empathy
Languages
English, Hindi, Marathi, Kannada
Timeline
Senior Process Associate
TATA Consultancy Services Ltd
04.2024 - Current
Manager - Acquisition
IDFC First Bank Limited
12.2023 - 03.2024
Deputy Manager
Kotak Mahindra Bank Limited
11.2019 - 09.2023
Bachelor of Science -
Personal Information
Date of Birth: 1998-10-10
Nationality: Indian
Declaration
I Hereby Declare That All The Information Furnished Is Correct To The Best Of My Knowledge Date: ( Namrata Shivaputra Dhodmani )