Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Brishane Dsouza

Mumbai

Summary

As a Client Service Specialist, we are responsible for providing support to Asset and Wealth Management Clients, Client Service Teams and Managers. Client Service Specialists work in a complex team-oriented and fast paced environment with advisors, On-shore client service partners, product partners and operations teams to deliver a seamless and smooth client service experience.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Client Service Support Operations Analyst

JP Morgan Chase
Mumbai
09.2023 - Current
  • Understand client issues, be responsible for resolving the issue with limited follow-up to clients, and be accountable for client satisfaction through the ownership of the problem.
  • Investigating and resolving generic and complex issues.
  • Building knowledge of Private Bank products and services.
  • Using technology to capture and fulfill client requests in appropriate systems.
  • Working independently with supervision, and escalating issues as necessary to resolve client requests in a timely manner.
  • Resolving issues by identifying underlying, or hidden, problems and patterns.
  • Maintaining high standards of client service by consistently meeting client requests, providing, and ensuring client satisfaction.
  • Prioritizing executing initiatives, tasks, and details in an efficient manner.
  • Building good communication with internal partners and clients.
  • Collaborating with respective client-facing teams and internal business groups to deliver and execute client transactions.

Customer Service Representative

JP Morgan Chase
Mumbai
06.2021 - 08.2023
  • Creating great experiences for our Chase customers by resolving inquiries with promptness.
  • Responsible for maintaining good customer relations and providing solutions that are mutually beneficial to the cardholder and the bank.
  • Provided accurate information about products and services to customers.
  • Achieving campaign goals and ensuring compliance with quality standard.

Subject Matter Expert (Nov 2022 - July 2023)

  • Responsible for conducting refresher sessions
  • Conducting briefing regarding important process updates
  • Coaching associated with OJT, along with regular feedback, to improve CSAT.
  • Leading the team's weekly competition to drive performances.
  • Conducting team bonding sessions.
  • Making sure the quality of calls by doing regular call monitoring.
  • Keeping the team up to date with MTD stats by maintaining and publishing the MTD stats report.

Education

Bachelor of Commerce - Banking And Insurance

Malini Kishor Sanghvi College of Commerce
Mumbai
10-2020

St Andrews College of Arts And Commerce - 12th HSC
Mumbai
02-2017

St Xavier's High School - 10th SSC
Mumbai
03-2015

Skills

  • Strong interpersonal and communication skills
  • Teamwork and collaboration
  • Problem solving
  • Leadership
  • Meticulous attention to detail
  • Excellent Organizational skills
  • Poised under pressure

Certification

  • Certificate in Tally.
  • Certification in MS Office.

Accomplishments

  • Consistent in achieving accolades in the roles undertaken
  • Featured in the Elite Club a couple of times for customer obsession

Timeline

Client Service Support Operations Analyst

JP Morgan Chase
09.2023 - Current

Customer Service Representative

JP Morgan Chase
06.2021 - 08.2023

Bachelor of Commerce - Banking And Insurance

Malini Kishor Sanghvi College of Commerce

St Andrews College of Arts And Commerce - 12th HSC

St Xavier's High School - 10th SSC
Brishane Dsouza