Anusha Rajesh Prasad Email & Phone Number

• Managing a team of ISR’s for Tradelink and Service link callouts. Handle their issues and provide them with appropriate solutions. Assigning cases on Salesforce to reps for callouts.
• Salesforce Project – Transition of Tradelink callouts manually received on emails onto Salesforce.
• Use of Confluence and Jira for the Salesforce project.
• Improvise Simply Faster and Better process with Senior Management award points to reps for best ideas.
• Train the new Investment Service Representatives with the Trade link callout process and Transfer out requests.
• Prepare the Online Trading Report and publish it weekly and Monthly.

Ontario, Canada

• Respond to clients’ needs and proactively uncover opportunities to match customer needs through effective communication and probing skills to help guide clients to available products and services offered by Direct.
• Actively promote the capability and functionality of the RBC Direct Investing website and mobile capabilities, proactively identifying self-service opportunities for clients.
• Provide helpful and engaging, knowledgeable, accurate, responsive, and professional service to clients, including prompt and courteous completion of client instructions that don’t require a securities license, via.
• Understand and apply industry rules and regulations (e.g. IIROC, Provincial, etc.), as well as RBC Enterprise and RBC Direct Investing Inc. policies and procedures to all activities performed.
• Accurately execute client instructions within defined authorities.
• Collaborate with other RBC partners (i.e. branch) supporting/assisting with account openings while delivering exceptional client and RBC employee experiences.

Toronto, Ontario, Canada

• Assisting clients by proposing solutions to address financial objectives such as debt management and other financial goals.
• Negotiating, planning and assisting customers with correct payment resolutions on one or multiple Credit Card(s) or overdue accounts for American Express credit card customers.
• Training modules completed for adhering to regulatory and compliance requirements, Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision.
• Researching and answering questions regarding account status; assisting as a personal financial advisor over the phone and ownership of fiduciary responsibility for the creditor. AS400 proficient user and navigator for.
• Conducting payment transactions electronically and negotiating payment arrangements for customers on their accounts within FDCPA guidelines.
• Using skip trace when needed to find additional customer contact information.

Abu Dhabi, United Arab Emirates

• Prepared and generated MIS reports from Siebel CRM (ITQAN) and Business Objects for various business users, in compliance with banking standards.
• Supported the ITQAN production team by testing leads and service requests assigned to specific departments as per their assignment matrix. Performed UAT testing for SMS banking.
• Creation of Lead Assignments/Product creation/LOV's (List of values) on ITQAN as per their designed workflow for both the Retail and SME segments.
• Created and modified reports on SAP-Business Objects based on Branch user requirements across the bank using the BO-CRM Universe for leads and service requests.
• Calculated Incentives for branches. Uploaded failed leads, campaigns, do not call reports, and bulk leads into ITQAN. Derived campaign response feedbacks and shared it with teams who initiated campaigns.
• Prepared TAT Reports based on Service Requests and timely published the same on Intranet. Ensured Service Recovery backlogs for all red flag cases were completed.

Dubai, United Arab Emirates

• Analyzed and reported management statistics, recommended and Implemented changes/improvements based on the findings of these statistics for the Mortgage Department.
• Provided market intelligence on the product & kept abreast developments in local & global markets in terms of competitors & developers. Market Analysis on Interest Rates and other factors were considered for the.
• MIS generated and portfolio analysis completed for the Mortgage product and recoveries (Collections) department. Adhered to telephone pickup.
• Maintained product-related MIS. Submitted various reports as per requirements weekly to the Head of Mortgages for Majlis (Monthly review with CEO) and other Adhoc reports requested from time to time
• Coordinated between product and the back office (credit and crops depts.) for consolidation of mortgage loans.
• SMS sent out daily to customers who are due for payment of their Mortgage Loans. Provided Weekly/Monthly reports to all Mortgage Sales & Service MIS teams. Produced reports namely ERP & GRC (Global rate change) for.

Dubai, United Arab Emirates

• Created monthly MIS reports for Portfolio credit in direct contact with the Sales, Product, and Credit teams.
• Generated Portfolio reports based on Point of sales from MSU Department, Disbursal tracker from Operations, and Merchant Overdraft Balance book from Credit.
• Generated self-estimated reports for like Product team/ MOD department.
• Overdraft Flushing performed once in 4 months and before renewal.
• Issued warning letter’s for OD clean up, Limit Reduction due to declining POS & Excess OD.
• Managed the cheque returns daily with comparison to system reports.

Coimbatore Area, India

• Built, managed, and trained a team of Insurance advisors. Provided timely assistance to customers and team members with product details, field support, and moral support. Built a team of 35 members in just three months.
• Managed team in sales, recruitment, and training. Conducted special product training for the team.
• Consistently maintained productivity, activation & average premium for the team.
• Maintained a track of the performance metrics and areas of improvement. Conducted sessions with potential customers briefing about the Life Insurance need and advantage, and the performance/difference about the company.
• Recruited potential advisors who would in turn bring business for the company.
• Motivated advisors, conducted contests. Followed up with the Advisors and customers daily to meet the targets.

Chennai Area, India

• Provided educational and career guidance to students ensuring satisfied international customers.
• Liaised and ensured customer satisfaction by providing & achieving timely delivery, quality service norms & collecting feedback on the quality of service.
• Confirmed the eligibility criteria and educated about the funding requirements.
• Consulted students and educational institutions for doing background checks for funding provisions.
• Maintained good rapport with consultants, students, and colleagues for better performance and professional growth.

Master Of Philosophy - Mphil, International Business/Trade/Commerce

Master'S Degree, International Business

Bachelor'S Degree, Biotechnology

10+2, Computer Science

10, Geology/Earth Science, General