Summary
Overview
Work History
Education
Skills
LANGUAGES
Hobbies and Interests
Certification
Timeline
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Jyothi Kate

Jyothi Kate

Hyderabad

Summary

Dynamic Business Analyst with expertise in leveraging technical and analytical skills to drive organizational success. Focused on delivering impactful solutions while fostering personal and professional growth. Adept at navigating challenging environments to achieve strategic objectives.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Process Specialist

Infosys BPM Limited
01.2023 - Current
  • Investment banker analyst( Client Onboarding process or leading bank in US)
  • Pilot batch for a project and worked for a several departments to needs in client services.
  • Entering customer details based on standard operating procedures. Account opening for brokerage companies.
  • Deals with various accounts like individual, Trust, IRA, Estate & Entities.
  • Cross verifying required KYC documents, Check customer's balance and verify customer's signatures.
  • Analyzed complex financial transactions to detect suspicious activity, identifying potential money laundering, terrorist financing and other illicit financial activates.
  • Closely monitored and reviewed customer account transactional activity and made recommendation or future review and investigation.
  • Also look for a payment of accounts and stability of a account to maintain healthy transactions and reduce duplicates
  • Reviewing all non-legal and legal documents of the clients for the better understanding for the security. Will do fraud investigations based on the transaction of the customer
  • Performed quality analysts to identify trends, problems, and solutions. Audited processes regularly to ensure they are meeting established standards.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.

Senior Process Associate

TATA Consultancy Services
02.2022 - 09.2022
  • Processed data for client onboarding while adhering to business procedures.
  • Reviewed insurance documents for compliance and communicated discrepancies to general office, agents, or customers.
  • Evaluated applications for accuracy and requested necessary changes from clients.
  • Managed multiple project processes in alignment with business requirements.
  • Cultivated relationships with agents while providing ongoing support.
  • Monitored calls to ensure updates were implemented effectively.
  • Assisted new team members with concerns and challenges.
  • Handled escalated and critical tasks efficiently.
  • Met month-end reporting objectives and deadlines.

Process Associate

First American Pvt. Ltd
Hyderabad
11.2019 - 12.2021
  • Processing the documents with in TAT (Turn Around Time)
  • Worked on US Mortgage Domain and Title search process
  • Searching for various documents of related customers property depending on client requirements for the approval of mortgage on property and approval of Title Insurance.
  • Verification of property through maps, reference and address who is the ownership of the title to provide the current ownership information through research.
  • After finding a property it is set through spread sheet to the D.E team to insert or keying whether the finding in the property that it will post in the data base.
  • After finding a property through research the D.E team keyed the founded property into the database which will be available in the application called DATA TRACE.
  • Achievements/Tasks
  • Improved client satisfaction with timely and accurate processing of requests and inquiries.
  • Adhered to all deadlines, managing time effectively to complete tasks within designated timeframes.
  • Provided exceptional customer service when interacting with clients or vendors during process execution tasks.

Frontline Executive

Kaya Pvt. Ltd
Hyderabad
06.2015 - 05.2017
  • Dealing with live customers and explain a services as per customer requirement.
  • Handling clinic operations, communicating with executives.
  • Helping in clinic audit.
  • Achievements/Tasks
  • Established long-term client relationships through consistent delivery of high-quality products and services.
  • Achieved company growth by implementing strategic marketing plans and business development initiatives.
  • Enhanced customer satisfaction by streamlining communication channels and improving response times.

Education

MBA - Finance

CSI Institute of PG Studies
Secunderbad
08.2020

Skills

  • Microsoft Office proficiency
  • Process improvement
  • Quality assurance
  • Risk assessment
  • Problem solving
  • Team leadership
  • Fast-paced adaptability
  • Client onboarding

LANGUAGES

English Professional Working Proficiency
Telugu Professional Working Proficiency
Hindi Full Professional Proficiency

Hobbies and Interests

Badminton, Cooking.

Certification

  • Star of the Month, Infosys BPM - Significantly evolved in her role as an auditor. Her attention to detail and thoroughness have made her a key player in the team.
  • Individual Extra Miler Award, Infosys - Her Attention to details and thoroughness have made her a key player in maintaining our standards and ensuring quality.

Timeline

Process Specialist

Infosys BPM Limited
01.2023 - Current

Senior Process Associate

TATA Consultancy Services
02.2022 - 09.2022

Process Associate

First American Pvt. Ltd
11.2019 - 12.2021

Frontline Executive

Kaya Pvt. Ltd
06.2015 - 05.2017

MBA - Finance

CSI Institute of PG Studies

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Jyothi Kate