Consultant
J P Morgan
Bengaluru
10.2022 - 04.2023
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
- Delivered outstanding service to clients to maintain and extend relationship for future business opportunities.
- providing specific account information to third-party requestors that confirm the customer's bank relationship and verifies deposits or account balances
- Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
- Assist Customers with satisfying annual SEC 10-K filings for audits (Investment Bank, Treasury products, etc)
- Maintained database systems to track and analyze operational data.