Ronak Chauhan
Santacruz East
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
6
6
years of professional experience
Work History
Subject Matter Expert (SME)
JP Morgan Chase & Co.
09.2023 - Current
- Serve as a subject matter expert in dispute resolution processes, offering in-depth knowledge and guidance to the team.
- Handle and support onboarding for new hire batches, conducting process training and ensuring seamless integration into operations.
- Collate, analyze, and share daily and monthly KPI reports to monitor performance metrics, highlight trends, and identify areas for improvement.
- Lead or contribute to projects focused on optimizing dispute resolution workflows, enhancing accuracy, and improving customer satisfaction.
- Investigate and resolve client and customer disputes related to financial transactions and services.
- Gather evidence and documentation to support claim resolutions.
- Collaborate with internal teams and external vendors to ensure timely and accurate resolution.
- Adhere to regulatory compliance and risk management guidelines.
Service & Sales Specialist
Citibank NA
08.2021 - 09.2023
- Provided exceptional customer service to Citibank clients, addressing inquiries, and resolving issues.
- Identified and cross-sold relevant financial products and services to enhance customer relationships.
- Achieved key performance indicators (KPIs) related to customer satisfaction and sales targets.
Fraud & Security Analyst
Tech Mahindra
09.2020 - 08.2021
- Monitored real-time transactions to detect and prevent fraudulent activity.
- Analyzed suspicious patterns and conducted investigations to identify and mitigate risks.
- Collaborated with cross-functional teams to implement fraud prevention measures.
Business Development Executive
Motilal Oswal Financial Services Ltd
05.2019 - 08.2020
- Provided investment advice and guidance on various financial products and services.
- Generated leads and opened new demat accounts for clients.
- Experience in Trading operation, market analysis and risk management.
Education
MBA - In Banking and Finance
NMIMS
01.2024
Masters - in Commerce (Banking and Finance)
Mumbai University
01.2022
Bachelors of Commerce - (Accounting and Finance)
LS Raheja College of Arts and Commerce
01.2019
Skills
- Communication Skills
- Analytical & Problem-solving
- Client & Customer Service
- Business Development
- Investment Strategies
- Microsoft Tools
- Time Management
Achievments
- Best Scorecard Champion for Jonathan Beck MBR Jan 2025
- Best Efficiency Champ for Quarter 3 2024.
- Best Scorecard Champion for the month August 2024.
- Highest Sales in Pan India for Citibank Credit card loans.
Timeline
Subject Matter Expert (SME)
JP Morgan Chase & Co.
09.2023 - Current
Service & Sales Specialist
Citibank NA
08.2021 - 09.2023
Fraud & Security Analyst
Tech Mahindra
09.2020 - 08.2021
Business Development Executive
Motilal Oswal Financial Services Ltd
05.2019 - 08.2020
Masters - in Commerce (Banking and Finance)
Mumbai University
Bachelors of Commerce - (Accounting and Finance)
LS Raheja College of Arts and Commerce
MBA - In Banking and Finance
NMIMS
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