MOUNIKA PITLA
Hyderabad
Summary
Experienced and ambitious Customer Service Executive fluent in two languages with a strong background in diverse industries. Known for exemplary interaction, problem solving, and efficient research. Seeking an opportunity to utilize skills to drive outstanding customer satisfaction and achieve company goals.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Compliance Analyst
Deloitte Ltd
Hyderabad
02.2023 - 03.2024
- Developed strategies to improve customer service experience.
- Developed solutions to address customer complaints.
- Assisted customers with product selection based on their individual needs and preferences.
- Participated in regular meetings with other departments.
- Resolved customer issues in a timely manner.
- Resolved customer complaints professionally and efficiently.
- Collaborated with colleagues to resolve complex customer queries.
- Assisted customers with product installation and setup.
- Answered customer inquiries via phone, email, and chat.
- Collaborated with other departments to ensure timely resolution of customer requests.
Sales Manager
Kotak Life Insurance Ltd.
Banjara Hills
07.2021 - 01.2023
- Trained, coached, and mentored junior sales personnel to ensure success in their roles.
- Created and presented monthly reports to management on sales performance.
- Participated in negotiations with vendors regarding product purchases or contracts.
- Conducted regular meetings with staff members to review goals and objectives for the quarter and year.
- Maintained accurate records of all transactions between customers and company representatives.
- Handling all client queries, requests, and complaints to maximize client satisfaction.
Privilege Banker - Deputy Manager
ICICI Bank Ltd.
Khairatabad
11.2020 - 03.2021
- Provided customized advice to high net worth clients based on their individual needs and goals.
- Reviewed customer documents such as tax returns, pay stubs, identification cards prior to approving any loan requests.
- Conducted financial analysis and researched banking regulations to develop a comprehensive understanding of the products offered by the bank.
- Analyzed customer portfolios to identify areas of improvement in order to maximize their wealth potential.
- Identified opportunities for cross-selling additional products or services which could benefit customers' finances.
- Researched competitive products from other banks, ensuring that our offerings remain competitive in the market.
Education
PGDM in Finance - Finance
ICBM-School of Business Excellence
Attapur, Hyderabad05.2020
B. Com (General) -
Badruka College, Osmania University
05.2018
Skills
- Due diligence and Audit Coordination
- Business Intelligence and Data Analysis
- Attention to Detail
- Adaptability and Flexibility
- Problem-solving and Organizational Skills
- Internal Auditing
- MS Excel expertise and Research proficiency
- BI dashboards
- Strategic Planning
- Portfolio Management
- Investment strategies
- Mergers and Acquisitions
Certification
- Power BI - Business Intelligence for Beginners to Advance (MOOCs)
- Chat GPT and Generative AI workshops
- Excel Automation an MS PowerPoint using AI
- Business English Certification
- Standardized test for English Proficiency (STEP)
Custom
- Contribute and Coordinate with various NGOs related to Children Education and welfare and participate in various activities such as Feeding, Teaching, Tutoring, Nurturing, and Career guidance
- Actively participated in Impact day - Deloitte
- Coordinating with Animal welfare organization in adopting and rescue whenever needed
- An active member in DOBARA, NGO for elderly (2019 to till date) Contributing in Planning welfare activities in weekends
Timeline
Compliance Analyst
Deloitte Ltd
02.2023 - 03.2024
Sales Manager
Kotak Life Insurance Ltd.
07.2021 - 01.2023
Privilege Banker - Deputy Manager
ICICI Bank Ltd.
11.2020 - 03.2021
PGDM in Finance - Finance
ICBM-School of Business Excellence
B. Com (General) -
Badruka College, Osmania University
- Power BI - Business Intelligence for Beginners to Advance (MOOCs)
- Chat GPT and Generative AI workshops
- Excel Automation an MS PowerPoint using AI
- Business English Certification
- Standardized test for English Proficiency (STEP)
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