Sohan Patel

Sohan Patel Email and Phone Number

Hedge Fund Accountant @ The Citco Group Limited
Mumbai, MH, IN
Sohan Patel's Location
Mumbai, Maharashtra, India, India
Sohan Patel's Contact Details

Sohan Patel work email

Sohan Patel personal email

n/a
About Sohan Patel

Experienced financial professional with a background in BMS Marketing from S.K. Somaiya College and a Post Graduate Diploma in Management with a finance specialization from Welingkar Institute of Management. Progressively advanced through roles at UTI Mutual Fund, beginning as a Customer Support Executive, demonstrating expertise in handling inquiries, complaints, and escalations. Promoted to Escalation Supervisor, efficiently managing investor concerns and liaising for prompt resolutions. Elevated to Quality Analyst, specializing in enhancing call quality and customer experience, conducting audits, providing feedback, and facilitating training.Certified NISM Series V-A Mutual Fund Distributor with a commitment to ongoing professional development and completed the Certified Investment Banking Operations Professional (CIBOP) course from Imarticus Learning. Proven track record of collaboration, leadership, and process improvement within UTI Mutual Fund's contact center environment. Dedicated to delivering exceptional service, fostering investor satisfaction.

Sohan Patel's Current Company Details
The Citco Group Limited

The Citco Group Limited

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Hedge Fund Accountant
Mumbai, MH, IN
Sohan Patel Work Experience Details
  • The Citco Group Limited
    Hedge Fund Accountant
    The Citco Group Limited
    Mumbai, Mh, In
  • The Citco Group Limited
    Hedge Fund Accountant
    The Citco Group Limited Sep 2024 - Present
    Mumbai, Maharashtra, India
  • Startek
    Quality Analyst (Uti Mutual Fund)
    Startek Jul 2023 - Jan 2024
    Navi Mumbai, Maharashtra, India
    Quality Analyst with a focus on enhancing call quality and customer experience within UTI Mutual Fund's contact center. Skilled in auditing calls, providing constructive feedback, and delivering targeted training to improve customer service standards. Proficient in monitoring performance metrics and efficacy of customer support executives, ensuring adherence to compliance standards and protocols. Conducts product knowledge sessions and dip checks to continually enhance expertise. Known for generating comprehensive reports, analyzing performance data, and tracking progress. Proactively introduces new projects for process improvements and collaborates with UTI Mutual Fund clients for call calibrations and reviews. Facilitates new joiners' product certification and training to ensure consistent service excellence. Demonstrated ability to complete tasks within given timelines and proficient in conducting RCA (Root Cause Analysis) on customer calls escalated to UTI Mutual Fund, identifying underlying issues and implementing effective solutions to prevent recurrence.
  • Startek
    Escalation Supervisor (Uti Mutual Fund)
    Startek Jan 2023 - Jun 2023
    Navi Mumbai, Maharashtra, India
    Escalation Supervisor with experience in efficiently managing investor complaints and escalations within UTI Mutual Fund's contact center. Skilled in providing end-to-end resolutions within turnaround time, liaising with KF Intech for prompt follow-up and resolution. Proficient in maintaining comprehensive data on complaints and escalations, adhering to escalation matrix and levels. Adept at leading teams, delegating tasks, and presenting detailed dashboard reports in business reviews to UTI Mutual Fund clients. Specialized in addressing repeated complaints and working towards universal solutions for product-related issues. Committed to delivering exceptional service and enhancing investor satisfaction.
  • Startek
    Operations Executive (Uti Mutual Fund)
    Startek Oct 2021 - Dec 2022
    Navi Mumbai, Maharashtra, India
    Customer Support Executive specializing in UTI Mutual Fund products, dedicated to providing comprehensive assistance to investors, including handling inquiries, complaints, and escalations. Proficient in supporting new team members by offering guidance and training. Collaborative team player, assisting team leaders in various tasks to ensure smooth operations and exceptional service delivery. Skilled in utilizing contact center technologies to enhance efficiency and streamline processes.

Sohan Patel Education Details

Frequently Asked Questions about Sohan Patel

What company does Sohan Patel work for?

Sohan Patel works for The Citco Group Limited

What is Sohan Patel's role at the current company?

Sohan Patel's current role is Hedge Fund Accountant.

What is Sohan Patel's email address?

Sohan Patel's email address is so****@****tek.com

What schools did Sohan Patel attend?

Sohan Patel attended Welingkar Institute Of Management, S.k. Somaiya College Of Arts Science And Commerce, Ramanand Arya D A V College, Dr. B. G. Chhaya Sharda Mandir School.

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