Lata Gowda Email & Phone Number

London Area, United Kingdom

• Process over 50 currency exchange transactions daily with 100% accuracy, handling up to £100,000 per day• Ensure strict adherence to KYC and AML policies, maintaining 100% compliance record• Exceed monthly revenue targets by 15% through effective product promotion and cross-selling• Navigate customers through intricate rate structures and regulations, resulting in a 98% customer satisfaction rate and a 20% increase in repeat business• Execute daily reconciliations and generate comprehensive reports, identifying discrepancies with 99.9% accuracy and contributing to a 15% improvement in operational efficiency

Maharashtra, India

• Orchestrated onboarding and implementation for 50+ new clients, streamlining average onboarding time by 30% and achieving a 95% client satisfaction rate• Conducted in-depth analyses of 5 investment products, providing performance insights and analytics using proprietary platforms, resulting in a 25% increase in client investment portfolio diversification• Identified and resolved 75+ platform issues annually, collaborating with technical teams to implement solutions and decreasing system downtime by 40%• Analysed client feedback and platform usage data from 10,000+ users to recommend product improvements, leading to the successful launch of 3 new product features• Developed and maintained a customer satisfaction framework, elevating overall client satisfaction scores from 7.5 to 9.2 out of 10• Led and mentored a team of 6 financial analysts, enhancing team productivity by 35% through performance reviews and targeted training programs• Streamlined investment product operations, boosting efficiency by 25% and minimizing process failures by 60%• Collaborated with IT to develop custom software tools, diminishing manual data entry errors by 90% and saving 10 hours per week in data processing time

Maharashtra, India

• Lead a team of customer support representatives in providing timely and effective solutions to customer enquiries and issues.• Respond to mutual fund investors enquiries via phone, email, addressing questions related to account balances, transaction history, fund performance, and investment strategies.• Maintain detailed records of customer interactions and case resolutions using CRM software, contributing to a more streamlined follow-up process.• On an average, every single day resolved 70 email and 50 calls.

India

• Quickly responded to customer inquiries, addressing investor concerns, and providing accurate information about products and services.• Documented customer interactions and feedback, contributing to the enhancement of the knowledge base and FAQs.• Managed customer escalations, demonstrating strong problem-solving skills and the ability to de-escalate tense situations

Mumbai Area, India

• Managed daily post-trade operations, including trade confirmations, settlements, and reconciliations, ensuring accuracy and timely processing.• Collaborated with brokers, clients, and custodians to resolve trade discrepancies and ensure smooth trade settlements.• Maintained accurate records of trades, transactions, and client accounts, ensuring compliance with regulatory standards.• Co-ordinated in the preparation and submission of regulatory reports, adhering to relevant guidelines.• Managed document verification and authentication processes for new client onboarding, ensuring compliance with KYC and AML regulation.

Master Of Science In Fintech, Fintech

Business Management Studies In Finance, Finance And Financial Management Services