Dilip Supekar
investment Banking & Finance
Pune
Summary
Dynamic professional with a proven track record at BNY Mellon, enhancing customer satisfaction and operational efficiency through exceptional problem-solving and analytical thinking. Skilled in customer support and process improvement, excel in multitasking and teamwork, significantly contributing to business growth and client satisfaction.
Overview
13
13
years of professional experience
3
3
Languages
Work History
Intermediate Representative Fund Administration
BNY Mellon
Pune
03.2023 - Current
- Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
- Increased customer satisfaction by addressing and resolving complaints in a timely manner.
- Exceeded performance targets through diligent work ethic and focus on results-driven tasks.
- Enhanced company reputation by providing exceptional customer service and support.
- Collaborated with team members to resolve complex redemption issues, ensuring client satisfaction.
- Interacted with internal auditors and finance department in occasional auditing projects to provide information to support current business initiatives.
- Managed a high volume of daily redemptions, consistently meeting deadlines and maintaining accuracy.
- Assisted in training new hires and offered ongoing support to help them reach their full potential.
- Optimized workflow processes, allowing for more efficient use of resources and reduced turnaround times on projects.
- Increased operational efficiency by streamlining workflows across departments involved in trade settlement processes.
- Expedited trade settlement by accurately verifying transaction details, ensuring prompt payment and delivery of securities.
- Efficiently managed trade settlement processes to ensure timely completion of transactions while mitigating operational risks.
- Implemented best practices in trade compliance, reducing potential risks and maintaining company reputation.
- Managed high-volume trade execution while maintaining strict attention to detail and adhering to regulatory requirements.
- Provided valuable input resulting in new opportunities for growth and development.
- Trade settlement, processing transfer redemption, purchase and exchange
- Submitting adjustments for the team
- Check all legal requirements and verify all documents carefully before processing any trades
- Handling critical life event cases like transfer of assets, redemptions to listed beneficiaries
- Removing of excess contribution from prior year and current year as per NAV calculations
- Creating conduit accounts if assets are being redeemed via ACH, Check (Regular mail and one day air)
- Taking care of priority e-mails request which we get from Diamond Desk and Gold Circles
Customer Service Officer
Development Bank of Singapore, DBS
Pune
04.2022 - 02.2023
- Assisted call-in customers with questions and orders.
- Responded to customer calls and emails to answer questions about products and services.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Maintained a high level of product knowledge to effectively assist customers with accurate information and recommendations.
- Enhanced customer satisfaction by efficiently addressing and resolving their inquiries and concerns.
- Improved first-contact resolution rate by efficiently handling customer queries during initial interactions.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Clarified customer issues and determined root cause of problems to resolve product or service complaints.
Senior Demand Generation Executive
XDBS Private
Pune
04.2019 - 04.2020
- Increased lead generation by implementing innovative strategies and tactics.
- Utilized data-driven insights to refine targeting strategies, increasing qualified leads generated.
- Worked closely with business development teams to ensure seamless handoff of qualified leads generated from various sources.
- Collaborated with the sales team to align goals and improve conversion rates.
- Generated leads and established relationships with potential customers through outbound telephone calls.
- Educated customers on product and service benefits, explaining features and answering questions.
- Followed up with customers to confirm satisfaction with purchases and resolve last-minute issues.
Senior Associate
Infosys BPM
Pune
10.2017 - 03.2019
- Approached each problem with fresh mind and analytical strategies to quickly resolve concerns.
- Consistently maintained strong relationships with clients, ensuring clear communication and timely updates on project progress.
- Improved customer satisfaction by quickly and effectively addressing inquiries and complaints.
- Effectively managed multiple competing priorities while maintaining focus on delivering exceptional results for clients and the organization.
- Increased client satisfaction through thorough analysis of project requirements and delivering high-quality results.
Senior Associate
Wipro { Capital One Bank }
Pune
07.2011 - 08.2017
- Worked with customers to answer questions, resolve disputes and research discrepancies.
- Improved customer loyalty with exceptional service, leading to an increase in account retention rates.
- Assisted customers with questions and inquiries to provide information regarding credit card accounts.
- Researched and resolved customer complaints and disputes related to credit card accounts.
- Enhanced operational efficiency by developing and updating internal processes and procedures related to credit card operations.
- Improved customer satisfaction by efficiently addressing and resolving credit card disputes and inquiries.
Education
BBA - Finance
Sanghavi Keshri Institute of Commerce & Science
Pune 04.2001 -
Skills
Skills
- Critical thinking and problem solving
- Effective time management
- Ability to multitask
- Decision making and analytical thinking skills
- Strong observation
- Performance Improvement
- Self-Motivation
- Problem-Solving
- Adaptability and Flexibility
- Team building
- Process Analysis
- Attention to Detail
- Proactive approach
Accomplishments
- Supervised team of 18 staff members.
- Trained 3 batches at Wipro
- Quality Analyst
- Subject matter expert
- Top performer awards
Timeline
Intermediate Representative Fund Administration
BNY Mellon
03.2023 - Current
Customer Service Officer
Development Bank of Singapore, DBS
04.2022 - 02.2023
Senior Demand Generation Executive
XDBS Private
04.2019 - 04.2020
Senior Associate
Infosys BPM
10.2017 - 03.2019
Senior Associate
Wipro { Capital One Bank }
07.2011 - 08.2017
BBA - Finance
Sanghavi Keshri Institute of Commerce & Science
04.2001 -
Similar Profiles
ANKUR WADHEANKUR WADHE
Associate I at Bank of New York Mellon (BNY Mellon)Associate I at Bank of New York Mellon (BNY Mellon)
Vishal TilwaniVishal Tilwani
Associate, AML/Prevention/KYC Representative at BNY Mellon (Bank of New York Mellon)Associate, AML/Prevention/KYC Representative at BNY Mellon (Bank of New York Mellon)
Ishani BhattacharyaIshani Bhattacharya
Executive Assistant at BNY MELLONExecutive Assistant at BNY MELLON
Theresa LawTheresa Law
Senior Client Service Manager at BNY Mellon Corporate TrustSenior Client Service Manager at BNY Mellon Corporate Trust
Pratik KawanePratik Kawane
Senior DevOps Engineer at KPIT Technologies LtdSenior DevOps Engineer at KPIT Technologies Ltd