Overview
Work History
Timeline
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ELTON JOHN SOARES

ELTON JOHN SOARES

Mumbai,Maharashtra

Overview

9
9
years of professional experience

Work History

Client Service & Onboarding Manager

Citi Bank NA
Mumbai
08.2022 - Current
  • Company Overview: Company Overview: Banking & Finance
  • Managed and nurtured relationships with Pan-India corporate clients, ensuring prompt resolution of complex issues and enhancing overall client satisfaction.
  • Streamlined critical post-documentation processes, including KYC verification, signature validation, and board resolution approvals, reducing turnaround time and ensuring compliance.
  • Supported the Banking Relationship Manager in setting and executing strategic sales and marketing initiatives.
  • Spearheaded client onboarding for electronic payment platforms (Citidirect) and cash management systems, ensuring seamless integration and user adoption.
  • Acted as a key representative of the Digital Client Support team during high-level client meetings and conference calls.
  • Oversaw and optimized service deliveries with a focus on cost-efficiency, resource management, and quality assurance.
  • Handled treasury account management for Citibank India clients across multiple regions.
  • Delivered training and ongoing support for clients using Cash & Trade products, improving product utilization and client engagement.
  • Designed and implemented Management Information System (MIS) trackers for Citidirect and the Digital Client Support Training team, enabling data-driven performance analysis and reporting.
  • Led high-impact projects, including Citidirect Maintenance Pre-Scrutiny and the commercialization of Citi Commercial Banking System Admin, resulting in process enhancements and operational efficiency.
  • Company Overview: Banking & Finance

Service Analyst/Carrier Coordinator

Willis Towers Watson Pvt Ltd
08.2017 - 08.2022
  • Company Overview: Company Overview: Insurance Brokerage.
  • Built and maintained strong relationships with high-profile U.S.-based clients, insurance companies, and brokers across the West and Northeast markets.
  • Ensured timely billing and invoicing for insurance premiums, endorsements, and cancellations, enhancing billing accuracy and client satisfaction.
  • Facilitated smooth collection of premiums and coordinated payments to insurers and brokers, supporting efficient financial operations.
  • Acted as the Single Point of Contact (SPOC) for client escalations, resolving issues swiftly and professionally to maintain trust and service excellence.
  • Collaborated with clients to resolve discrepancies related to premium amounts, commission percentages, and payment mismatches.
  • Supported clients through insurance claim settlements, ensuring clear communication and timely resolution.
  • Addressed client queries with a customer-first approach, driving satisfaction and loyalty.
  • Investigated and resolved unapplied aging cash, ensuring proper reconciliation with accounts receivable.
  • Partnered with clients and insurers to automate statement reconciliation processes, improving efficiency and accuracy.
  • Conducted internal audits to uphold procedural compliance and internal controls.
  • Served as a quality checker, ensuring accuracy and consistency in client deliverables and team output.
  • Company Overview: Insurance Brokerage.

E-Commerce Support Associate

CeX Webuy Entertainment Pvt Ltd
Lower Parel
06.2016 - 05.2017
  • Resolved technical queries related to e-commerce orders and store-related gadget purchases.
  • Handled escalated customer cases.

Timeline

Client Service & Onboarding Manager

Citi Bank NA
08.2022 - Current

Service Analyst/Carrier Coordinator

Willis Towers Watson Pvt Ltd
08.2017 - 08.2022

E-Commerce Support Associate

CeX Webuy Entertainment Pvt Ltd
06.2016 - 05.2017

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ELTON JOHN SOARES