Preethi D
Chennai
Summary
Cheerful and upbeat professional with history of exceeding customer and patron expectations. Calm and composed in stressful situations with successful record of reducing customer dissatisfaction through acknowledgment, decisive communication and focused solutions. Expert at finding win-win solutions. Detail-oriented approach to resolving crm issues. Detailed Client Service Associate known for having great organizational skills. Gifted at working with all types of customers. Looking for a new role where hard work and dedication will be highly valued.
Overview
10
10
years of professional experience
Work History
Client Service Representative
Citi Corp CSIPL
Chennai
11.2020 - Current
- Applies appropriate bank regulations while processing the requests. Remains up to date with the current procedures, internal rules, and external regulations.
- Participate in the UAT of new systems.
- Processes clients' requests related to system setup, including signatories' updates and documentation lodgment.
- Provide consistent service, and keep clients informed on the status of all outstanding inquiries.
- Complete KYC documentation in line with the firm's requirements.
- Identify and escalate discrepancies by comparing and contrasting KYC records.
- Manage and maintain confidential client documentation, and oversee the end-to-end process for new account opening.
Senior Associate
Citi Corp CSIPL
Chennai
07.2015 - 04.2020
- Work on ad-hoc request benefiting departmental initiatives.
- Strictly follow the currency cutoff's and have met the SLA (Service Level Agreement)
- Cross selling of various currencies and also booking contracts which involves FX of Exotic currencies.
- Reviewing the reports and passing the adjustment entries and reconcile the EOD.
- Routing the payments through different payment methods like MT103. Updating ETRS rates for booking Loans & Deposits.
Education
Bachelor of Arts - Accounting And Finance
Shasun Jain College For Women
Chennai, India04-2015
High School Diploma -
SBSM
Chennai, India04-2012
Skills
- People Management
- Assertiveness
- Microsoft Excel, VLOOKUP
- Conflict resolution
- Delegations
- MIS expertise
Accomplishments
- eRAVE Award in 2017 for handling high volume with 100% accuracy
- Silver Award in 2018
- Platinum Award for BOT implementation
Languages
Tamil
First Language
English
Proficient (C2)
C2
Hindi
Elementary (A2)
A2
Timeline
Client Service Representative
Citi Corp CSIPL
11.2020 - Current
Senior Associate
Citi Corp CSIPL
07.2015 - 04.2020
Bachelor of Arts - Accounting And Finance
Shasun Jain College For Women
High School Diploma -
SBSM
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