

Quality Analyst with an MBA in Finance, skilled in compliance monitoring, financial analysis, and customer support. Experienced in auditing processes, query resolution, and risk assessment using CRM and analytical tools. Strong communicator with a focus on improving service quality and operational efficiency.
Quality Auditing & Compliance Monitoring
Financial Analysis & Reporting (Excel, Pivot Tables, VLOOKUP)
Customer Satisfaction (CSAT), Query Resolution & Risk Assessment
Process Improvement & Workflow Optimization
Communication & Team Collaboration
CRM Tools: Freshworks, Process Docs (Design Tree), Transmon
Analytical Tools: Greylabs AI (call audits), Verint
MS Excel (Data Analysis, Reporting)
Mutual Fund Analysis
Investment Analysis
Portfolio & Risk Management
Client Handling & Relationship Management
Escalation Management & Query Resolution
Compliance with Service Standards
Excellent Verbal & Written Communication
Strong Interpersonal Skills
Coaching & Feedback Delivery