Summary
Overview
Work History
Education
Skills
Disclaimer
Languages
Personal Information
Timeline
Generic

Karthik Reddy B

Gandhi Nagar

Summary

To seek a challenging and responsible job where I can prove my caliber, serve the company to my best, Where I will be the crucial part of company's success. Secure a responsible career opportunity to fully utilize my training and skills, while making a significant contribution to the success of the company Insightful Analyst known for high productivity and efficient task completion. Possess specialized skills in data interpretation, statistical analysis, and predictive modeling which enhance problem-solving capabilities. Excel in communication, teamwork, and adaptability, ensuring seamless collaboration and innovative solutions in dynamic environments. Motivated individual with business acumen and willingness to take on challenging roles. Tech-savvy and quick learning with technical know-how, social media expertise and sales abilities to support and drive substantial growth.

Overview

13
13
years of professional experience

Work History

CDD ANALYST

HSBC
HYDERABAD
09.2023 - Current
  • Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
  • Maintained accurate records of all data collected during analysis processes.
  • Set specific goals for projects to measure progress and evaluate end results.
  • Organized client meetings to provide project updates.
  • Audited company's legal documents to verify compliant policies and procedures.
  • Maintained positive working relationship with fellow staff and management.
  • Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
  • Compiled and submitted regular reports to update senior management on operations and progress.
  • Assisted in developing a system for tracking suspicious activity cases from start to finish.
  • Monitored changes in customer behavior that may indicate possible criminal activity.
  • Participated in periodic audits of the organization's AML compliance program.
  • Monitored risk assessments and assessed validity using industry-specific methods.
  • Maintained an up-to-date knowledge of current international AML laws, regulations and guidelines.

Deputy Manager

HDFC Bank
Hyderabad
02.2023 - 09.2023
  • Coordinated with other departments to ensure smooth functioning of activities.
  • Provided first-rate customer service by identifying and addressing customer concerns and inquiries.
  • Coordinated preparation of external audit materials and external financial reporting.
  • Assisted customers with account openings, closings, transfers, payments.
  • Resolved customer inquiries quickly and efficiently while maintaining excellent service standards.
  • Reviewed customer complaints and took appropriate action as needed.

Tableau Consultant

Capgemini Technology Services India Limited
Hyderabad
01.2022 - 07.2022
  • Handling the Database works like wfm etc.
  • Designing dashboard templates as per the requirement and dashboards content which includes complex.
  • Tableau reports, bar charts, water fall charts, score cards.
  • Lent customized support based on website design, business targets and technology considerations.
  • Designed complex custom calculations using various Tableau functions and parameters.

Senior Agency Manager

ICICI Prudential Life Insurance
02.2021 - 11.2021
  • Recruiting & training new agents as a financial advisor
  • Analyzing performance and drawing up action plans
  • Maintaining strong relationships with advisors and clients
  • Maintaining agency regulations, guidelines and policies
  • Planning and target setting for the agent sales team.
  • Researching current market trends and industry and using knowledge for business improvement
  • Work with agents and clients to ensure that targets are met.
  • Training, motivating and development of team members.
  • Acquire, build and maintain strategic relationships with client's sources, develops and analyze customer needs and identifying solutions.

Client Relationship Executive

Bharat Thakur Artistic Yoga (Dubai)
10.2016 - 07.2020
  • Handled customer interactions and ensured all new admission call activities are in accordance to set guidelines
  • Shared best practices and knowledge with colleagues and teams helping achieve the sales targets
  • Ensured appropriate collection procedure maintain the customer service focus
  • Overcame clients objections/rejections to company products and convinced them
  • Answered calls professionally providing complete information about products take/order cancels or obtain details about complaints
  • Followed up ensuring relevant actions were taken on clients complaints
  • Face to face dealing with the customers and by online
  • Managed to keep records of customer interactions, transactions, complaints, comments as well as actions taken, process orders, forms and applications
  • Maintaining the records of customer interactions and follow up with the client

Customer Sales Associate

INTELNET GLOBAL SERVICES
03.2015 - 07.2016
  • Identify potential customers through databases, follow up leads and telephone/personal contacts etc.
  • To sell Personal finance products to the specified target customers/segments and meet monthly sales targets.
  • To contact potential customers and convince them about the bank's product offerings.
  • To ensure that I do the documents original sighting as laid out in the original sighting guidelines of the KYC policy of the bank.
  • Verify that potential customers satisfy all criteria required of a desired customer profile as outlined by the bank.
  • Maximize sales referral opportunities by working with customer service colleagues
  • Identify potential customers through databases, follow up leads and telephone/personal contacts etc.

Senior Phone Banking Officer

ICICI Bank Ltd
Hyderabad
09.2012 - 12.2014
  • Responsible for providing good service to customers pertaining to any of their banking financial and quires related to internet banking.
  • Handled the trade related queries and cash management services of the current account customers.
  • Maintaining good service levels and cross sell bank products
  • Monitored call queues to ensure timely response times for each call received.
  • Resolved customer complaints in a professional manner while ensuring satisfaction.
  • Followed scripts to provide personalized customer service experiences.
  • Researched current market to identify information needed for sales presentations.

Education

B-Tech -

JNTU University
HYDERABD
06-2010

Intermediate -

Board of Intermediate Education, A.P.
HYDERABAD
04-2006

High School -

Board of Secondary Education, A.P.
HYDERABAD
05-2004

Skills

  • Microsoft Word
  • Risk assessment
  • Customer service
  • Client communication
  • Team collaboration
  • Data analysis
  • Microsoft Excel
  • Microsoft PowerPoint
  • Genesys
  • Finacle CRM
  • Avaya
  • Windows
  • Mac OS
  • Relationship Building
  • Trust Building
  • Confidence
  • Determination
  • Adaptability
  • Equipment Handling
  • Hard Work
  • Dedication

Disclaimer

I do hereby declare that the above information is true to the best of my knowledge.

Languages

  • English
  • Hindi
  • Telugu

Personal Information

  • Date of Birth: 11/26/88
  • Nationality: India
  • Marital Status: Married
  • Religion: Hindu

Timeline

CDD ANALYST

HSBC
09.2023 - Current

Deputy Manager

HDFC Bank
02.2023 - 09.2023

Tableau Consultant

Capgemini Technology Services India Limited
01.2022 - 07.2022

Senior Agency Manager

ICICI Prudential Life Insurance
02.2021 - 11.2021

Client Relationship Executive

Bharat Thakur Artistic Yoga (Dubai)
10.2016 - 07.2020

Customer Sales Associate

INTELNET GLOBAL SERVICES
03.2015 - 07.2016

Senior Phone Banking Officer

ICICI Bank Ltd
09.2012 - 12.2014

B-Tech -

JNTU University

Intermediate -

Board of Intermediate Education, A.P.

High School -

Board of Secondary Education, A.P.

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Karthik Reddy B