Hi, I’m
Haritha Kattupally
Client Accounts Manager
Hyderabad,TG
Summary
Experienced professional with 4 years of experience in creating user-focused investment insights, driving increased revenue. Skilled in navigating all levels of the organization and fostering collaborative relationships with shareholders. Proficient in making sound investment decisions, utilizing critical thinking skills, and conducting thorough data analysis to drive strategic outcomes.
Overview
4
years of professional experience
2
years of post-secondary education
Work History
Anantu Tech Solutions
Client Accounts Manager
01.2024 - Current
Job overview
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
- Maintained client files with sales contracts, records of client interactions, client notes, and other information.
- Managing funds for clients, and also responsible for maintaining and growing client relationships.
- Focuses on accurate and timely processing of invoices and bills from clients/vendors.
Invesco India Pvt LtdHyderabad, Telangana
Client Admin Associate
03.2023 - 12.2023
Job overview
- Portfolio management of stakeholders to deliver first-class service experience.
- Monitored the quality and timeliness of service delivery to customers in order to guarantee customer satisfaction by accepting full accountability for an item until resolved.
- Equipped Trainees with fund mechanism and investment processes.
- Maintaining and updating portfolios, cheques and adjustments for multiple investments.
- Detailed evaluation of inquiries and rejected transactions which need to take appropriate action for each item and monitoring the quality and timeliness of resolution.
Invesco India Pvt LtdHyderabad, Telangana
Client Admin Representative
01.2022 - 02.2023
Job overview
- Adhering to all operational procedures and offer suggestions for process and/or control improvements.
- Directed other departments as well as shareholders to ensure all items presented for processing meet regulatory and procedural guidelines.
- Recorded comments on items with regards to research performed, financial and non-financial transactions processed and to provide an accurate and clear audit trail.
Invesco India Pvt Ltd
Trainee, NATA
03.2021 - 12.2022
Job overview
- Working in a professional, timely and empathetic manner to written inquiries from internal and external clients.
- Getting trained in Investment related fund operations.
- Analyzed fund changes, fraud warnings, regulatory changes and all other policy and procedure changes that impact responsibilities.
Education
Aurora's School of BusinessHyderabad, India
MBA from Accounting And Finance
06.2018 - 10.2020
Skills
Proficient in Windows operating system
Accomplishments
- Led cross-functional teams towards successful investment portfolios resulting in a 40% increase in revenue.
- Built cross-functional relationships resulting in healthy work culture.
- Developed and implemented a new product line resulting in a 25% increase in customer retention.
Timeline
Client Accounts Manager
Anantu Tech Solutions
01.2024 - Current
Client Admin Associate
Invesco India Pvt Ltd
03.2023 - 12.2023
Client Admin Representative
Invesco India Pvt Ltd
01.2022 - 02.2023
Trainee, NATA
Invesco India Pvt Ltd
03.2021 - 12.2022
Aurora's School of Business
MBA from Accounting And Finance
06.2018 - 10.2020
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