Rufus Solomon
Mumbai
Summary
With over 15 years of experience in the banking sector, my strengths lie in people management, decision making, hiring, and business resiliency planning. Recognized for strategic thinking and effective leadership abilities, I have a proven track record in financial operations and risk management. I excel at driving operational excellence and consistently delivering results in dynamic environments. Seeking opportunities to leverage skills and experience to drive success in the banking industry.
Overview
2025
2025
years of professional experience
1
1
year of post-secondary education
3
3
Languages
Work History
Assistant Vice President
JP Morgan Private Bank
02.2024 - Current
- Established a high-performance culture within the team by setting clear expectations and providing regular feedback on individual performance contributions.
- Collaborated closely with executive leadership to align department goals with overall company objectives, resulting in stronger organizational cohesion.
- Implemented data-driven decision-making processes, leading to more informed strategic choices and improved overall performance metrics.
- Improved employee retention rates through the development of comprehensive training programs and mentorship initiatives.
- Assisted in recruiting, hiring and training of team members.
- Scheduled employees for shifts, taking into account customer traffic and employee strengths.
Client Service Manager(Cash, FX, Sec Transfers)
JP Morgan Private Bank
8 2021 - 01.2024
- Implemented key performance indicators to monitor team performance, driving continuous improvement initiatives.
- Enhanced client satisfaction by addressing concerns and providing timely solutions.
- Successfully resolved escalated client issues, restoring trust and safeguarding the company''s reputation.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Managed multiple projects simultaneously, ensuring timely completion and high-quality outcomes.
- Collaborated with cross-functional teams for better service delivery and client experience.
- Supervised employees and assessed performances to determine training needs and define accurate plans for decreasing process lags.
Team Leader - Account Transition Team
JP Morgan Private Bank
03.2016 - 07.2021
- Handling ACAT & Non ACAT
- Accurate verification & execution of all trades
- Review, monitor, and action daily breaks, fails, and control report.
- Training new hires.
- Following up with counterparts for unsettled trades
- Regular review of business matrix - KPI, Capacity report, Error logs etc
Team Leader
JP Morgan Chase
03.2015 - 03.2016
- People management
- Handling escalation calls
- Call Monitoring & providing feedback
- Preparing Scorecard
- Sharing updates in team huddles
Relief Team Leader
JP Morgan Chase
05.2014 - 02.2015
- People management
- Providing Coaching & Feedback
- Preparing Scorecard
- Providing updates in team huddles
Business Unit Specialist
JP Morgan Chase
10.2013 - 04.2014
- Assisting the trainer train new hires on a pilot project
- Providing on job assistance to the trainees
- Conducting error discussions
- Providing daily progress updates to the management team
Credit Analyst
JP Morgan Chase
06.2011 - 09.2013
- Ascertaining the credit worthiness of the client with the help of their credit report and the spend pattern on their card
Customer Service Executive
JP Morgan Chase
05.2010 - 06.2011
- Handling inbound calls for queries on Chase credit cards
- Customer care & Objective handling
Senior Customer Service Executive
Intelenet Global Services
10.2008 - 01.2010
- Handling inbound calls for Barclays credit card customers
- Up-selling of products suitable to customer needs
Degree Verifier
Integrascreen FZ LLC
08.2007 - 04.2008
- Customer support to applicants for degree verification
- Coordinating with various Universities and maintaining a database
Customer Service Executive
FIRSTSOURCE
04.2006 - 04.2007
- Handling inbound calls for UK based insurance company
- Resolving queries related to car insurance
- Making collection calls to clients in UK for process Talk talk Onetel
- Creating payment arrangements with clients
Education
Bachelors of Commerce -
Mumbai University
06.2005 - 10.2006
Skills
Operations Management
Recruiting and Hiring
Risk Management
Effective relationship building
Staff Management
Public Speaking
Decision-Making
Accomplishments
- Won multiple team and individual awards on a quarterly and annual basis.
- Was part of the U 19 Mahindra United Football team during the inaugural Junior National Football league.
- Was part of the title winning side in the Mumbai Football league for Dena Bank.
- Won many Inter Department tournaments in JP Morgan.
- Represented JP Morgan for various Corporate football tournaments.
Timeline
Assistant Vice President
JP Morgan Private Bank
02.2024 - Current
Team Leader - Account Transition Team
JP Morgan Private Bank
03.2016 - 07.2021
Team Leader
JP Morgan Chase
03.2015 - 03.2016
Relief Team Leader
JP Morgan Chase
05.2014 - 02.2015
Business Unit Specialist
JP Morgan Chase
10.2013 - 04.2014
Credit Analyst
JP Morgan Chase
06.2011 - 09.2013
Customer Service Executive
JP Morgan Chase
05.2010 - 06.2011
Senior Customer Service Executive
Intelenet Global Services
10.2008 - 01.2010
Degree Verifier
Integrascreen FZ LLC
08.2007 - 04.2008
Customer Service Executive
FIRSTSOURCE
04.2006 - 04.2007
Bachelors of Commerce -
Mumbai University
06.2005 - 10.2006
Client Service Manager(Cash, FX, Sec Transfers)
JP Morgan Private Bank
8 2021 - 01.2024
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