Results-driven professional specializing in team leadership and operational initiatives within financial services. Known for developing effective training materials and improving processes to boost team performance. Eager to leverage expertise in compliance and customer engagement to drive organizational success.
Overview
5
5
years of professional experience
Work History
Team Leader
Mpokket Financial Services Private Limited
Kolkata
09.2020 - Current
Led team in executing financial service strategies and operational initiatives.
Coordinated daily tasks to maintain workflow and enhance service delivery.
Mentored team members on customer engagement and financial product knowledge to improve client interactions.
Developed training materials to enhance staff skills and service standards.
Implemented process improvements to streamline operations and improve turnaround time.
Monitored compliance with financial regulations and internal policies during operations.
Established clear expectations for employees, providing guidance when needed.
Latin America Commercial Finance Manager (Finance Leader) at Trane TechnologiesLatin America Commercial Finance Manager (Finance Leader) at Trane Technologies