RAJEEV BUDDALA
Client Specialist
Tadepalligudem
Summary
Positive and upbeat Customer Service Specialist bringing 8 years of customer-facing experience in fast-paced settings. Highly adaptable to addressing diverse customer needs. Proven history of building trust with customers to promote satisfaction, resolve concerns and maintain long-term loyalty. Productive employee with proven track record of successful project management and producing quality outcomes through leadership and team motivation. Works with clients to determine requirements and provide excellent service.
Overview
8
8
years of professional experience
3
3
Languages
Work History
Client Relations Specialist
FIS Investar Services Pvt Ltd
12.2023 - Current
- Pursuing as a Client specialist handling a team of 22 senior associates and process associates from 2023 Dec handling outbound calls and escalated calls of US shareholder and Financial professionals for the transactions on their mutual fund accounts
- Providing end to end support for the High network client mutual fund accounts
- Provide expert guidance on mutual fund transactions, ensuring accuracy and compliance with company policies
- Resolve complex issues promptly to maintain high customer satisfaction and build trust with clients
- Collaborate with internal teams to address account discrepancies and ensure seamless processing
Senior Operations representative II
Fidelity Investar Services
02.2022 - Current
- Company Overview: Same as Franklin Templeton
- Franklin Templeton had been outsourced to Fidelity on Feb 2023
- Supported customer satisfaction, addressing escalated complaints with diplomacy and acknowledgment
- Handled complaints calmly and professionally, providing appropriate solutions to promote continued customer satisfaction
- Resolved customer queries over phone and by email
- Handled confidential and sensitive data with discretion, reducing risk of fraud and theft
- Monitored email to promptly collect and respond to complaints
- Same as Franklin Templeton
- Franklin Templeton had been outsourced to Fidelity on Feb 2023
Senior Operations representative
Franklin Templeton Investments
12.2018 - 12.2022
- Mutual Fund Transfer Verifying customer's requests to ensure the received information is in good order to proceed with the requests QC verification of transactions processed by new trainees
- Processing different doc types like Adjustments, Registration updates, AML Reviews, Redemptions, New Accounts, Drafts, Reports and Non-FTTA purchases
- Maintaining standard work Production and Quality as per the company norms
- Supporting team members and flexible depending upon the volumes
- Taking initiative in Team huddles and sharing new scenarios with team which will help them in further processing and complex scenarios
- Identified fraudulent risks in the received request and taken necessary action by reviewing with higher management
Process Associate
Karvy Computer Share Pvt Ltd
12.2016 - 10.2018
- Mutual share Transfers Subject matter expertise in share transfers and Selling stocks Pro-actively managing day to day operations Processing different Doc types like Escalations, Due Diligence, Transfers, Liquidations
Education
Master Of Business Administration - undefined
DR. LANKAPALLI BULLAYA PG COLLEGE
Vishakapatnam, APSkills
End to End transfer Agency
KYC
Registration updates
AML
Client Interaction
CRM
NAV Calculations
Fund transfers
US Market fund Analysis
Financial statement preparations
Customer account management
Trades and pricing corrections
Private Equity
Investment Banking
Fund Subscriptions
Fund Analysis
Fund Activities
Quality Control
Disclaimer
I hereby declare that all the information mentioned in the resume is correct to the best of my knowledge.
Personal Information
- Father's Name: Srinivasa Rao Buddala
- Mother's Name: Uma Maheshwari Buddala
- Date of Birth: 07/29/94
- Gender: Male
- Marital Status: Married
Timeline
Client Relations Specialist
FIS Investar Services Pvt Ltd
12.2023 - Current
Senior Operations representative II
Fidelity Investar Services
02.2022 - Current
Senior Operations representative
Franklin Templeton Investments
12.2018 - 12.2022
Process Associate
Karvy Computer Share Pvt Ltd
12.2016 - 10.2018
Master Of Business Administration - undefined
DR. LANKAPALLI BULLAYA PG COLLEGE