Summary
Overview
Work History
Education
Skills
Software Skills
Timeline
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Meera Mohan

Thrissur

Summary

Analytical professional with 4.5 years of experience in banking and immigration operations, skilled in MS Excel, data analysis, and process improvement. Strong background in client communication, compliance, and workflow management, with hands-on expertise in tools like Salesforce CRM, Finacle, ServiceNow, and Connect. Currently seeking a Business Analyst role to leverage analytical and operational expertise in driving business insights and efficiency.

Overview

6
6
years of professional experience

Work History

Business Immigration Analyst

FRAGOMEN
Kochi
04.2023 - 12.2024
  • Independently interpret, analyze, and evaluate individual case information, client immigration laws, and regulations.
  • Utilize proprietary company software to update essential documentation, and track expiration and renewal dates of various visas and other immigration documents.
  • Conduct the implementation of immigration services with new and existing clients, based on corporate policies.
  • Develop, update, and manage internal immigration resources, and send various weekly, biweekly, and monthly reports to clients as requested.
  • Respond to requests, queries, and complaints from clients and case workers in a friendly and efficient manner to enhance customer loyalty.
  • Provide effective service to APAC clients by meeting the obligations, such as TAT and accuracy levels, as specified.
  • Maintained a good rapport with the team and senior members, considering their advice and suggestions, and putting them into practice.
  • Effectively collaborated in a team setting and promoted teamwork.

Senior Officer

ICICI BANK
Thrissur
05.2019 - 01.2022
  • Conducted cash and key audits for controls and compliance.
  • Oversaw branch operation and workflow for consistency.
  • Assisted with daily cash and ATM balancing.
  • Educated customers on use of banking website and mobile apps.
  • Assisted tellers in cashing cheque by verifying signatures and amounts.
  • Learnt about customers financial needs , established trust and optimized sales opportunities ,resulting in quality customer service.
  • Received and processed stock into inventory management system.
  • Answered telephone enquires on checking and savings accounts ,loans and lines of credit.
  • Opened new savings and line of credit accounts ,helping customers through process.
  • Advised and implemented appropriate insurance cover for clients.
  • Grew and maintained client base to maximize revenue.

Education

Bachelor of Engineering - Engineering

Vidya Academy of Science and Technology
Thrissur
2018

Skills

  • Visa renewals
  • Application processing
  • Case analysis
  • Requirements gathering
  • Client communication
  • Oral and written communication
  • Policy interpretation and improvements
  • Cash handling
  • Banking operations
  • Customer needs analysis
  • Service resolution
  • Customer service and relationship management

Software Skills

  • MS Excel: advanced functions (pivot tables, VLOOKUP/HLOOKUP, IF formulas, COUNTIF, conditional formatting, data validation, trend analysis)
  • Power BI basics: reports, dashboards, and Power Query (developing BI dashboards as part of ongoing training, applying concepts in data visualization and analysis)
  • MS Outlook (email and calendar management) - official correspondence, scheduling meetings, calendar coordination, task tracking, and maintaining professional communication records
  • Finacle: core banking system for transactions, customer account management
  • iView: reporting and analytics dashboards for banking operations
  • FCRM - Financial Crime Risk Management system for AML checks, fraud detection, and compliance monitoring
  • Salesforce CRM: client interaction tracking, lead management, customer data entry, and reporting
  • Connect - Immigration processing tool: case management system for client applications, immigration processing, and document tracking
  • Workflow and ticketing: ServiceNow, workflow automation, tracking service requests
  • Document and client record management: secure PDF handling, digital signatures, systematic record keeping, ensuring compliance in document storage and retrieval

Timeline

Business Immigration Analyst

FRAGOMEN
04.2023 - 12.2024

Senior Officer

ICICI BANK
05.2019 - 01.2022

Bachelor of Engineering - Engineering

Vidya Academy of Science and Technology

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Meera Mohan