Habeeb Meghani
Hyderabad,
Overview
4
4
years of professional experience
Work History
Financial Services Account Associate Specialist
FIS Global
08.2024 - Current
- Partnered with managers to identify opportunities for improving workflows and minimizing turn around times for customer requests.
- Independently managed a team consisting of new hires and tenured peers during absence of a direct manager, enabling the team to meet daily deadlines and keep up performance metrics.
- Administered account maintenance, financial transactions, new account setup and placed trades per customer requirements.
- Collaborated extensively with US based client representatives to provide quick and accurate solutions to clients.
- Helped customers to understand and comply with legal documents, court orders, tax guidelines and government regulations.
- Created training materials, processing guidelines and documented existing procedures to improve overall team performance.
- Regularly undertook training sessions for existing associates and new hires across a wide range of processes including but not limited to financial transactions, internal transfers, legal document reviews, voice calling and escalation handling.
- Drafted common document templates for outgoing client correspondence to reduce time spent writing correspondence from scratch.
- Identified and filled gaps in process knowledge knowledge and workflows, thereby assisting peers to maintain high level of quality and customer satisfaction.
Financial Services Account Associate Senior
FIS Global
08.2022 - 07.2024
- Processed large volumes of new work types including but not limited to purchases, liquidations, new accounts and plan agreements while maintaining high quality scores and exemplary customer satisfaction.
- Provided daily coaching and knowledge transfers to peers as and when necessary.
- Trained and mentored junior associates on processing practices, fostering a collaborative team environment.
- Built strong relationships with customers through attentive responses and timely completion of requests.
- Earned a promotion from senior associate to specialist associate as a result of repeated recognitions for exceptional performance.
Transfer Agency Operations Representative
FIS Global
02.2022 - 07.2022
- Gained multiple new processing skills and established an extensive knowledge base through trainings and knowledge transfer sessions.
- Led a newly formed team of new hires and experienced peers to take on and provide services for an entirely new retirement instrument.
- Established best practices, workflows and schedules to ensure seamless collaboration and resource utilization.
- Successfully contributed to a department wide transition towards servicing new clients and adopting new workflows.
- Earned a promotion to Senior Associate on the basis of high performance and ability to quickly become proficient at new processes.
Transfer Agency Operations Representative
Franklin Templeton
08.2021 - 01.2022
- Performed routine account maintenance and customer profile updates.
- Collaborated with US and Poland based frontline staff to improve customer experience.
- Assisted new customers to open accounts, process investments and establish payment plans.
- Acted as a dependable subject matter expert and assisted peers and managers with complex financial transactions, customers queries and legal document reviews.
- Trained new staff on complex procedures, enhancing team performance and knowledge retention.
Education
Post Graduate Diploma - Data Science
Symbiosis Centre For Distance Learning
05-2024
Bachelor of Business Administration - undefined
St. Joseph's Degree & PG College
01.2021
Intermediate - High School/Grade 12
Tapasya Junior College
01.2018
Skills
- Financial services support
- Team leadership skills
- Workplace training
- Microsoft Office for Business
- Microsoft Power Automate
- Basic Web & App Development
Internships
Operations Intern January 2020 - July 2021
Franklin Templeton Investments. Hyderabad, India.
Campus Ambassador September 2018 - November 2018
Scholiverse Educare Private Limited, India.
Languages
English
Hindi
Urdu
Recreation
- Won Best Delegate Award at SJH Model United Nations, Hyderabad.
- Won High commendation at VH Model United Nations, Hyderabad.
- PC Gaming in the genres of City building, Strategy and Survival.
- Avidly follows Spanish and English soccer/football tournaments and leagues.
Timeline
Financial Services Account Associate Specialist
FIS Global
08.2024 - Current
Financial Services Account Associate Senior
FIS Global
08.2022 - 07.2024
Transfer Agency Operations Representative
FIS Global
02.2022 - 07.2022
Transfer Agency Operations Representative
Franklin Templeton
08.2021 - 01.2022
Bachelor of Business Administration - undefined
St. Joseph's Degree & PG College
Intermediate - High School/Grade 12
Tapasya Junior College
Post Graduate Diploma - Data Science
Symbiosis Centre For Distance Learning
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