• Handling customer inquiries, providing accurate information on financial products, transactions, and account details, assisting clients in online platforms, resolving issues, and escalating complex cases to appropriate teams, while monitoring satisfaction and identifying improvement areas.• Staying current with financial regulations, products, and industry trends, collaborating with cross- functional teams, tracking customer interactions, and preparing… Show more • Handling customer inquiries, providing accurate information on financial products, transactions, and account details, assisting clients in online platforms, resolving issues, and escalating complex cases to appropriate teams, while monitoring satisfaction and identifying improvement areas.• Staying current with financial regulations, products, and industry trends, collaborating with cross- functional teams, tracking customer interactions, and preparing operational performance reports for senior management.• Creating and executing efficient processes to enhance productivity, monitoring for improvement, and implementing quality control plans to prevent or rectify errors in customer support.• Coaching, developing, and mentoring customer support personnel, providing ongoing training to enhance product knowledge, communication skills, and problem-solving abilities, and collaborating with cross-functional teams.• Providing strategic planning insights, utilizing customer feedback and data analytics to identify trends and improve customer service, and handling complex and sensitive customer problems that require expertise and decision-making.• Maintaining customer databases, making recommendations, reporting issues, and trends, and generating reports to inform management about customer satisfaction. Designing dashboards, data visualizations, and reports using BI tools, and compiling monthly sales data. Show less

• Executed and processed mutual fund investment orders, redemptions, and transfers on behalf of clients. Ensured accurate entry and validation of transaction details to minimize errors and discrepancies.• Responded to client inquiries regarding mutual fund transactions and portfolio holdings. Provided assistance in account opening, maintenance, and documentation, guiding clients through necessary processes.• Maintained accurate and… Show more • Executed and processed mutual fund investment orders, redemptions, and transfers on behalf of clients. Ensured accurate entry and validation of transaction details to minimize errors and discrepancies.• Responded to client inquiries regarding mutual fund transactions and portfolio holdings. Provided assistance in account opening, maintenance, and documentation, guiding clients through necessary processes.• Maintained accurate and organized records of all transactions, settlements, and client communications. Ensured that all documentation adheres to both internal standards and regulatory requirements.• Reconciled investor accounts, bank statements, and transaction records to identify and resolve discrepancies promptly. Verified transaction details to prevent errors and ensure timely settlement.• Maintained comprehensive records of client interactions, transactions, and account activity, facilitating transparency and compliance.• Generated and reviewed client statements, performance reports, and investment summaries for accuracy before distribution. Provided exceptional customer service to address client inquiries, concerns, and requests promptly and professionally.• Highlight: Promoted to Assistant Manager in 2015. Show less

• Executed client buy and sell orders in the equity market.• Monitored real-time market data and provided timely updates to traders and clients.• Ensured accurate trade execution and coordinated trade settlement processes.• Collected and reviewed client documentation for account opening and stayed informed about market developments.

• Developed comprehensive event plans and led event teams.• Ensured smooth event operations from] setup to teardown.• Managed attendee registration and information effectively.• Optimized the registration system, oversaw payment processing, and enhanced the check-in experience for attendees