POOJA RAO
Chennai
Summary
Results-driven Client Service Analyst known for high productivity and efficient task completion. Specialize in client relationship management, data analysis, and problem resolution strategies. Excel in communication, teamwork, and adaptability to ensure optimal service delivery and client satisfaction. Committed to leveraging these skills to foster positive outcomes in fast-paced environments.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Client Services Analyst
Bank of New York
Chennai
06.2024 - Current
- Served as the first point of contact for investment firms and financial institutions across the EMEA region with regard to any query or issue.
- Resolved a wide range of technical and operational issues ranging from cash operations and trade execution and settlements to reporting and corporate actions.
- Collaborated with multiple internal teams to anticipate client needs and address issues proactively, improving efficiency while maintaining high quality delivery and relay of information and resolutions.
- Collected and periodically review client feedback to refine workflows, shorten resolution times, and enhance communication and transparency.
- Handle operational escalations with composure and focus on resolution timelines.
- Supported onboarding and training of new team members, sharing best practices and strengthening the team’s capability.
- Integrated BNY’s in-house AI into everyday practices to create a knowledge reserve of unique cases over the course of my time at Pershing
Business Development Executive
AIESEC
Chennai
08.2023 - 01.2024
- Organized and executed the “Global Goals Run” marathon in Chennai, managing logistics, sponsorships, and ticket sales to raise awareness on health and mental wellness.
- Secured a long-term partner sponsorship worth ₹80,000 along with in-kind contributions, strengthening the organization’s financial sustainability.
- Built and maintained relationships with business partners, ensuring a professional experience and creating lasting networks.
- Collaborated with cross-functional teams to deliver large-scale events aligned with the United Nations Sustainable Development Goals (SDGs).
Education
BBA - Bachelors of Business administration
Stella Maris College
Chennai, India04-2024
Skills
- Cross-functional collaboration
- Communication
- Problem solving
- Critical thinking
- Time management
- Client relationship management
- Decision making
- Microsoft Office
Certification
- National University of Singapore, Entrepreneurship and Development, 08/01/23
- Deloitte, Consulting and Risk Analysis, 07/01/23
- Google, Foundations of Project Management and Project Initiation, 08/01/22
- Stella Maris College, Basics of Share Trading, 05/01/23
- Accounting Fundamentals, Corporate Finance Institute, 16/08/2024
- Analyzing growth drivers and business risks, Corporate Finance Institute, 07/08/2024
- Auditing and balancing a 3 statement model, Corporate Finance Institute, 21/06/2025
- Reading Financial statements, Corporate Finance Institute, 18/08/2024
Affiliations
- Chennai Volunteers - verified resources , collected and maintained data on available oxygen, medicines, food, hospital beds for COVID affected patients in Chennai and mediated between patients and suppliers.
Websites
Timeline
Client Services Analyst
Bank of New York
06.2024 - Current
Business Development Executive
AIESEC
08.2023 - 01.2024
BBA - Bachelors of Business administration
Stella Maris College
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