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Work Background
Unitas Client AdvisoryAssociate
May. 2022 - Feb. 2024Dubai, United Arab Emirates
Asas CapitalCompliance Associate
Jan. 2021 - Apr. 2022Dubai, United Arab Emirates
Klay Capital LimitedOperations Coordinator
Aug. 2020 - Oct. 2020Dubai, United Arab EmiratesUpon on completion of internship with Klay Capital Limited as an Operations Coordinator, following were the duties performed. Primary objective was to coordinate with the operations team, to ensure optimized functioning. • Daily tasks involved extracting client portfolios from custodian banks such as UBS, Société Générale Julius Baer. • Assisting the service team with client portfolio statements, expected and reflected transactions.
• Monitoring pending transactions and updating it on Klay Capital portal (Expersoft PM1)
• Sending client receipts of the trades, loans and transfers placed the previous day.
• Placing trades for clients, Client Account openings for the firm and custodian banks such as UBS, Credit Suisse, and Société Générale
• On boarding clients in co-ordination with compliance team
• Process involved running customer due diligence, thorough check of all documents provided, uploading necessary documents (as per compliance guidelines) and sending the welcome kit to the clients.
• Archiving previous year’s trades placed, and ensuring the instructions received from the clients are uploaded.
CloudiaCustomer Service Representative
Jan. 2019 - Jun. 2019 Attending to customers new product requests and managing complaint calls on a daily basis.
Managed renewals of subscriptions and after sale service. Dealing with variety of incoming and outbound calls. Efficient management of emails, workflow and diary tasks.
Validation of documents to support policies and contracts. Liaising with team members for fulfilling requests and resolution.
Invoice tracking and updating on the system. Sending regular reports to the management.
First Bit TechnologiesCustomer Service Representative
Nov. 2017 - Jun. 2018Dubai, United Arab Emirates Responsible for Customer Support calls handling issues and queries faced by existing and potential clients.
Handling customer complaints and ensuring successful resolution.
Liaising and coordination between customers and the internal project team and providing regular management reports.
Establishing a trusted adviser relationship that works to ensure overall customer satisfaction.
Build and promote strong, long lasting customer relationships by understanding their needs, handling and resolving complaints.
Manage relationships with vendors/suppliers
Drive high Customer Satisfaction
Technoserve Employees Provision ServicesAdministrator
Oct. 2016 - Nov. 2017Abu Dhabi, United Arab Emirates
Barclays Bank Back Office - Intelenet Contact Center Agent
Jun. 2010 - Nov. 2011Mumbai, Maharashtra, India Answer customer calls regarding the status of their existing accounts
Address customer service inquiry in timely and accurate manner
Give accurate and appropriate information to answer questions, troubleshoot issues and resolve complaints; Make requested policy updates and account changes
Respond to queries and concerns about service, and escalate calls appropriately
Counsel and assist customers on product options and coverage;
Consult with customers to evaluate needs and determine best options. Provide upgrade service and offer additional service packages or options
Consistently improve customer satisfaction through expert resolution of conflicts, issues and concerns
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