Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Rockey Praveen Adari

Wealth Management
Visakhapatnam

Summary

Seeking challenging environment in an organization where I can positively contribute my talent and skills to grow and expand the company. PROFESSIONAL SUMMARY Have experience in Banking, Insurance Operations and Quality & Audit. Trained a batch of 20 and successfully migrated a process in Oct 2017. Highly competitive and results oriented professional with the ability to lead and work in cross-functional teams. Excellent verbal and written communication skills. Excellent typing skills and good with MS Excel. Hard working, dedicated, self-motivated and a team player. Have strong leadership skills and keen interest for learning any new ideas. Also have knowledge of troubleshooting and assembling of desktop computers.

Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

10
10
years of professional experience
3
3
Languages

Work History

Wealth Management Associate

HSBC
Hyderabad
07.2021 - Current
  • Answered clients' questions about purposes and details of financial plans and strategies.
  • Recommended strategies to clients to help achieve financial goals.
  • Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Counseled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.
  • Exuded professional expertise and resourcefulness to gain trust and confidence of clients, vendors and other professionals.
  • Coordinated and participated in group presentations on financial services to attract new clients.
  • Reviewed clients' accounts and plans regularly to determine need for plan reassessment.
  • Strengthened client relationships by conducting routine portfolio reviews to measure plan success.
  • Investigated available investment opportunities to determine compatibility with client financial plans.
  • Implemented database and document processing compliance with applicable regulations and company policies targeted towards prevention of money laundering and unethical practices.
  • Collaborated with AML officials to analyze transaction data and identify patterns and trends potentially indicative of unethical activity.
  • Participated in new client onboarding and contract renewal processes, conducting due diligence on contract performance and recommending adjustments to better meet client needs.
  • Provided managers and executives with input on company policies and industry best practice standards to suggest enhancements to standard operating procedures.
  • Monitored media reports to evaluate company publicity quality, report on media presence to managers and executives and recommend approaches to improving public image.
  • Monitored and maintained compliance with internal controls and government regulations.
  • Requested financial documents from customers.
  • Developed comprehensive understanding of financial statements, enhancing opportunities to assess risk.

Quality/Audit Coach, Insurance Operations Executive

HSBC Electronic Data Processing India Pvt Ltd
01.2014 - Current
  • JOB PROFILE
  • Perform Quality checks for the volumes worked by the advisors across each queue and ensure 100% accuracy
  • Provide constructive feedback to the advisors whenever necessary
  • Conduct team huddles on a weekly basis to discuss updates and key focus areas
  • Generate Month end reports that are sent to the Business Area
  • Attend calls with Business Area on a regular basis
  • Provide training to new hires into different queues
  • Deputize the team in Team Leaders absence
  • Resolve Customer issues, concerns and extend banks relationship by services as appropriate
  • Provide quality customer service to achieve excellent customer satisfaction
  • Build good relationship with the customers and manage the security of all the accounts and resolve the customer inquiries in a professional way
  • Maintain departmental productivity
  • Investigate customer accounts and determine appropriate refund to be processed towards the insurance
  • Draft final response letter to the customers towards the claim for the insurance
  • JOB PROFILE
  • Provide 100% Customer Service by handling their queries and concerns efficiently
  • Train new joiners with the process and also share the best practices
  • Deputized the team during Managers absence
  • Help and motivate peers to provide good customer service results.

Education

B.Tech - Mechanical Branch

Chaitany Engineering College

Skills

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Languages

English
Proficient
C2
Telugu
Proficient
C2
Hindi
Intermediate
B1

Timeline

Wealth Management Associate

HSBC
07.2021 - Current

Quality/Audit Coach, Insurance Operations Executive

HSBC Electronic Data Processing India Pvt Ltd
01.2014 - Current

B.Tech - Mechanical Branch

Chaitany Engineering College
Rockey Praveen AdariWealth Management