Summary
Overview
Work History
Education
Skills
Majorstrengths
Timeline
Generic
Pratidnya Naik

Pratidnya Naik

Financial Analyst
Dombivali,Maharashtra

Summary

Results-driven professional with a strong potential for leadership and a proven track record of achieving success. Skilled in interpersonal communication and fostering teamwork to drive organizational growth. Seeking an opportunity to contribute to a progressive company and advance career in management. Effective advisor communicates well with people of all ages and backgrounds. Excellent eye for detail enabling quick identification of areas for improvement and suggesting strategies to help businesses reach goals. Focused on introducing efficient systems and processes.

Overview

20
20
years of professional experience
1
1
year of post-secondary education

Work History

Business Advisory Consultant

ACCENTURE
Mumbai
10.2023 - Current
  • Successfully delivered client objectives by collaborating with stakeholders and providing valuable recommendations
  • Prepared accurate and concise reports, conveying progress, issues and solutions
  • Reconciled or entered report discrepancies found in financial records
  • Matched orders with invoices and recorded required information

Sr. Customer Service Analyst

ACCENTURE
Mumbai
12.2018 - 10.2023
  • Served as a senior customer service analyst and team leader for an Australian Order to Cash management O2C finance process
  • Conducted record searches and coordinated with other units on procedural problems involving complex cases
  • Maintained updated knowledge through continuing education and advanced training
  • Consistently involved in the monthly Rewards and Recognitions program
  • Achieved Optimum Prime Award for exceptional performance

Process Specialist

COGNIZANT
Mumbai
10.2016 - 12.2018
  • Process Specialist for Australian Telstra Process
  • Worked for Case Management Team for connecting the customers on NBN Network
  • Managing Disconnections for Wave customers
  • Currently working as Subject Matter Expert for Complaints Team
  • Achievements: - Award received for Quality Champion for the month of July 2017
  • Received Game Changer Award for Managing Disconnections

Senior Associate

WIPRO LIMITED
Mumbai
11.2014 - 08.2016
  • Worked for AIRTEL telecom process
  • Serving Corporate Clients (TITANIUM segment) regarding bill related queries
  • Worked on systems like Unified Desktop, ICRM
  • Achievements: - Award received for best quality score for the month of July 2015
  • Maintained top slot in the top performer stack
  • Handled irate customers tactfully to restore customer satisfaction
  • Worked with Quality team for overall team performance
  • Passionate about giving a delightful customer experience with interpersonal skills

Customer Service Officer

CITIBANK N.A.
Mumbai
09.2008 - 10.2011
  • Products handled: - Queries received from Corporate Clients, Bank branches, Sales Executives related to: Corporate Accounts, Corporate Internet Banking, Trade Finance, Cash Management Services
  • On email correspondence: - Resolving mails received from corporate clients for Corporate Account transactions, Cash Management Services, Internet Banking, Trade Finance and giving complete resolution by coordinating with various departments and at the same time giving resolution to the final client
  • Services provided for around 3000 CITI clients who are high on volume and low on revenue
  • Also handled queries received from CITIBANK branches and Sales Regional Managers
  • Tasks Handled: - Preparation of Balance Confirmation Certificate, Preparation of Certificates related to status of cheques, stop payment request, FIRC certificate, Other Bank FIRC, RTGS and NEFT details, Fixed Deposit details, Interest Accrued Certification to claim TDS, O/s Loan Confirmation details, O/s Guarantee Details, Imports Bills/LCs, Export Bills/LCs, Bill Discounting Details
  • Additional: - Handled a specific Premium client named Kirloskar
  • Root cause analysis for complex customer queries
  • Achievements: - Appreciations received directly from the heart of the client in the form of one-liners and Voice of Customers

Customer Service Executive

ICICI BANK
Mumbai
06.2004 - 09.2008
  • Products handled: - Queries received from Corporate Clients and the Bank branches related to: Current Account (Daily Transactions), Internet Banking (EFT, NEFT, Bill payment, Bulk Upload), Trade Finance (Remittances), Cash Management Services (Status of Cheques, Non receipt of MIS reports and Client setup queries)
  • Worked as Phone Banking Officer (From June 2004 to December 2004): Attending calls from all over India from Corporate Clients regarding information about the various transactions made in the account and other issues like NEFT and RTGS transactions, Cheque books, Demand drafts, Stop Payments etc

Education

Bachelor of Commerce - Accounting And Finance

Mumbai University
Mumbai
04.2003 - 03.2004

Skills

Performance Tracking

Operations Analysis

Best Practices Implementation

Continuous Improvement

Quality Assurance

Issue Resolution

Problem-Solving

Analytical Thinking

Call center experience

Account Management

Call Documentation

Customer Focus

Complaint Handling

Account Investigation

Documentation And Reporting

Records Maintenance

Order Management

Payment Processing

Customer Service

Majorstrengths

  • Performance Tracking
  • Operations Analysis
  • Best Practices Implementation
  • Continuous Improvement
  • Quality Assurance
  • Issue Resolution
  • Problem-Solving
  • Analytical Thinking

Timeline

Business Advisory Consultant

ACCENTURE
10.2023 - Current

Sr. Customer Service Analyst

ACCENTURE
12.2018 - 10.2023

Process Specialist

COGNIZANT
10.2016 - 12.2018

Senior Associate

WIPRO LIMITED
11.2014 - 08.2016

Customer Service Officer

CITIBANK N.A.
09.2008 - 10.2011

Customer Service Executive

ICICI BANK
06.2004 - 09.2008

Bachelor of Commerce - Accounting And Finance

Mumbai University
04.2003 - 03.2004

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Pratidnya NaikFinancial Analyst