Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Rockey Praveen Adari

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. 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. Astute Wealth Management Associate known for high productivity and efficient task completion. Possess specialized skills in financial planning, risk management, and client relationship building. Excel in communication, problem-solving, and adaptability, ensuring seamless operations and client satisfaction.

Astute professional in financial advising, known for high productivity and efficient task completion. Possess specialized skills in investment strategy, tax planning, and risk management. Excel in communication, problem-solving, and adaptability, leveraging these soft skills to meet and exceed client expectations consistently. Experienced and dependable general worker with a proven track record of efficiently completing tasks in various settings. Skilled in manual labor, equipment operation, and maintaining a clean and organized workspace. Safety-conscious with a strong work ethic and the ability to adapt to different environments. Ready to contribute to a dynamic team and make a positive impact.

Overview

10
10
years of professional experience

Work History

Wealth Management Associate

HSBC
Hyderabad
07.2021 - 04.2024
  • 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.
  • Collaborated with internal teams including operations staff and compliance personnel in order ensure accuracy of client data and adherence to regulations.
  • Monitored existing portfolios and provided timely reports to clients regarding performance status.
  • Created customized financial plans for individuals according to their unique needs and objectives.
  • Reviewed client documents such as wills, trusts, powers of attorney and beneficiary designations.
  • Formulated and actualized strategic financial plans across client investment portfolios.

Quality/Audit Coach, Insurance Operations Executive

HSBC Electronic Data Processing India Pvt Ltd
Hyderabad
01.2014 - 04.2024
  • Attended coaching clinics or workshops in order to stay up-to-date on industry trends.
  • 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.
  • Ensured that all documentation was accurate prior to submitting for approval or processing.
  • Investigated customer complaints related to banking services or products.
  • Collaborated with internal stakeholders to develop strategies for improving operational efficiency.
  • Created reports detailing daily transactions and other financial activity.
  • Provided customer service support for banking inquiries via telephone or email.
  • Identified opportunities for process improvements within the bank's operations.
  • Participated in training sessions designed to enhance knowledge of banking processes.
  • Analyzed data from various sources to identify potential fraud cases.
  • Maintained accurate records of all financial transactions.
  • Assisted with the implementation of new banking procedures and policies.
  • Ensured compliance with all applicable federal regulations regarding banking operations.
  • Performed quality control checks on completed work before submitting it for review.
  • Worked with other department leaders to promote services and deliver seamless banking experience.

Education

B.Tech - Mechanical Branch

Chaitany Engineering College

Skills

  • Risk Assessment
  • Client Needs Assessment
  • Client Relations
  • Managing Wealth
  • Compliance Management
  • Microsoft Office
  • Regulatory Compliance
  • Due diligence

Languages

Telugu
First Language
English
Proficient (C2)
C2
Hindi
Upper Intermediate (B2)
B2

Timeline

Wealth Management Associate

HSBC
07.2021 - 04.2024

Quality/Audit Coach, Insurance Operations Executive

HSBC Electronic Data Processing India Pvt Ltd
01.2014 - 04.2024

B.Tech - Mechanical Branch

Chaitany Engineering College
Rockey Praveen Adari