JANET ISAAC
Vadodara
Summary
Dynamic Senior Advisor with extensive experience at Willis Towers Watson, excelling in customer relationship management and data analysis. Proven track record in implementing innovative technology solutions and enhancing stakeholder engagement. Adept at training teams and developing policies that drive high-quality service, ensuring client satisfaction and retention.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Advisor (Analyst)
Willis Towers Watson
Mumbai
03.2023 - Current
- Identified needs of customers promptly and efficiently.
- Researched areas of special expertise continuously to stay current on latest research and practices.
- Coordinated implementation of new technological tools to improve data gathering and trend tracking.
- Drafted proposals outlining potential solutions for addressing customer needs.
- Conducted workshops to share new information with groups and stakeholders.
- Reviewed existing processes and developed recommendations for improvement based on analysis of data collected from stakeholders.
- Advised clients on best practices for achieving their goals within available resource constraints.
- Assisted in developing policies and procedures for providing high quality customer service.
ACCOUNT MANAGER
Anand Rathi Wealth Management company
Chennai
02.2017 - 01.2021
- Responsible for managing client investment portfolio
- This includes delivering a highly proactive and responsive wealth management services like Financial Planning, Portfolio strategy and Reporting
- Duties:
- Processing and maintaining all the investment transactions of clients like mutual fund transactions, structure products transactions, Demat Account opening documentations, PMS Account opening documentation
- Thorough understanding of client documentation requirements and effectively manage the account opening process
- Creating and providing monthly reports to the client in line with KPIs on their investments using excel tools
- Helping to manage portfolios of over 40 clients and up to a value of 80 Crores
- Serving as a smooth intermediate between client and mutual fund house
- Ensuring that the mutual fund and structured product transactions go through with proper follow ups
- Resolving problems for the clients which arise in the process of investment
- Calculating and projecting return on the investments of the client
- Working on the financial strategy and plan for the clients with my relationship manager closely
- Scheduling meetings with the clients for my relationship manager
- Offering a first class service to both potential and existing customers
- Maintaining accurate reference documentation for internal management
- Analyzing mutual fund, direct equity, tax free bonds, real estate holdings of the client and predicting the future value of the investments vis-à-vis our strategy
- Support Relationship Managers (RMs) in providing excellent service to high net¬ worth clients so as to achieve client retention and growth
ASSOCIATE
Willis Towers Watson
Mumbai
03.2015 - 02.2017
- Worked as an Associate in Willis Towers Watson (Mumbai) - Construction Team (Operations) since 16 March 2015 to 10 February 2017
- Duties:
- Processing of Client figures into our system in line with specified key performance indicators and contractual conditions
- Where applicable ensure prompt chasing of accounts due from clients
- Manage and resolve queries from the UK Account Holders
- Processed Invoice in the system
- Expert in resolving the BST Queries
Education
MASTER'S DEGREE -
Karunya University
Coimbatore01.2014
BACHELOR OF MANAGEMENT STUDIES -
Sanpada College Of Commerce & Technology
Navi Mumbai01.2012
HSC - COMMERCE -
Sanpada College Of Commerce & Technology
Navi Mumbai01.2009
SSC -
Terna Vidyalaya
Navi Mumbai01.2007
Skills
- Customer relationship management
- Data analysis and data interpretation
- Trend analysis
- Policy development
- Stakeholder engagement
- Technology implementation
- Training and mentoring
- Effective communication
Certification
- NISM SERIES VA: MUTUAL FUND DISTRIBUTORS CERTIFICATION EXAMINATION, Chennai, Tamil Nadu
- TALLY 9.0, Navi Mumbai, Maharashtra
- MS-CIT BASIC COMPUTER COURSE, Navi Mumbai, Maharashtra
- CERTIFICATION COURSE ON CREDIT ANALYSIS & TRADE FINANCE IN BANKING, Coimbatore, Tamil Nadu
Languages
- English
- Hindi
- Tamil
- Marathi
- Malayalam
Affiliations
- Organized internal events with International clients.
- Originated & planned the sequences of activities with resource mapping.
Timeline
Senior Advisor (Analyst)
Willis Towers Watson
03.2023 - Current
ACCOUNT MANAGER
Anand Rathi Wealth Management company
02.2017 - 01.2021
ASSOCIATE
Willis Towers Watson
03.2015 - 02.2017
MASTER'S DEGREE -
Karunya University
BACHELOR OF MANAGEMENT STUDIES -
Sanpada College Of Commerce & Technology
HSC - COMMERCE -
Sanpada College Of Commerce & Technology
SSC -
Terna Vidyalaya
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