Summary
Overview
Work History
Education
Skills
Other Qualifications
Timeline
Generic

Sailee Vivek Savant

Malad (W)

Summary

As a Client Service Specialist, we are responsible for providing support to Wealth Management client service teams, managers and clients. Client Service Specialists work in a complex team-oriented and fast paced environment with advisors, client service, product partners and operations teams to deliver a seamless and integrated approach across Private Banking products.

Overview

3
3
years of professional experience

Work History

CLIENT SERVICE SUPPORT SPECIAL OF ASSET & WEALTH MANAGEMENT - OPERATIONS ANALSYT

J P MORGAN CHASE BANK
Mumbai
03.2023 - Current
  • Understand client issues, be responsible for resolving the issue with limited follow-up to clients and be accountable for client satisfaction through the ownership of the problem
  • Investigating and resolving generic and complex issues
  • Building knowledge of Private Bank products and services
  • We use technology to capture and fulfill client's requests in appropriate systems
  • We are expected to work independently, with supervision, and escalate issues as necessary to resolve client requests in a timely manner.
  • We help in resolving issues by identifying underlying or hidden problems and patterns.
  • We strive to maintain high standards of client service by consistently meeting client requests, providing and ensuring client satisfaction.
  • We prioritize in executing initiatives, tasks and details in an efficient manner
  • We have built strong ability to communicate with clients and internal partners
  • We effectively collaborate with respective client facing teams and internal business groups to deliver and execute client transactions.

ASSISTANT MANAGER (WHOLE SALE BANKING TEAM)

AXIS BANK
Mumbai
05.2021 - 11.2022
  • Handling end to end client needs.
  • Managing day-to-day customer needs for multinational clients, ensuring maximum client satisfaction through effective dispute management and error minimization
  • To handle foreign inward remittances as well as outward remittances and Export payment
  • Processing request like NEFT, RTGS, bulk Salaries and bulk Payment and tax payment on behalf of clients.
  • Processing of customer service requests like KYC processing of companies, sole proprietor, partnership firm and all type of business, addition of signatory and setting up of corporate internet banking, addition and deletion of phone no, updating address.
  • Verify all client transactions and documents for accuracy on a regular basis.
  • End to end follow up on customer query and discrepancy.
  • Proficiently handling a team and managing client.

Education

CERTIFIED FINANCIAL PLANNER USA (CFP) -

CERTIFIED FINANCIAL PLANNER
10.2024

MASTER OF COMMERCE (ACCOUNTING) -

UNIVERSITY OF MUMBAI M L DAHANUKAR COLLEGE OF COMMERCE
10.2020

BACHELOR OF COMMERCE (ACCOUNTING & FINANCE) -

UNIVERSITY OF MUMBAI M L DAHANUKAR COLLEGE OF COMMERCE
08.2018

12TH HSC -

VIVEK COLLEGE OF COMMERCE COLLEGE
04.2016

10TH SSC -

DR. SARVEPALLI RADHAKRISHNA VIDYALAYA
03.2014

Skills

  • Strong interpersonal & communication skills
  • MS Office Suite
  • Ability to work collaboratively as part of a team
  • Problem Solving
  • Leadership
  • Meticulous attention to detail
  • Excellent Organizational skills
  • Poised under pressure

Other Qualifications

  • NISM CERTIFICATE V A MUTUAL FUND DISTRIBUTION
  • KYC AML CERTIFICATION FROM IIBF
  • CERTIFICATE IN TALLY
  • CERTIFICATION IN MS OFFICE
  • CERTIFICATION WITH FINANCIAL PLANNING STANDARDS BOARD LTD IN RISK AND ESTATE PLANNING, INVESTMENT PLANNING SPECIALIST RETIREMENT AND TAX PLANNING SPECIALIST.

Timeline

CLIENT SERVICE SUPPORT SPECIAL OF ASSET & WEALTH MANAGEMENT - OPERATIONS ANALSYT

J P MORGAN CHASE BANK
03.2023 - Current

ASSISTANT MANAGER (WHOLE SALE BANKING TEAM)

AXIS BANK
05.2021 - 11.2022

CERTIFIED FINANCIAL PLANNER USA (CFP) -

CERTIFIED FINANCIAL PLANNER

MASTER OF COMMERCE (ACCOUNTING) -

UNIVERSITY OF MUMBAI M L DAHANUKAR COLLEGE OF COMMERCE

BACHELOR OF COMMERCE (ACCOUNTING & FINANCE) -

UNIVERSITY OF MUMBAI M L DAHANUKAR COLLEGE OF COMMERCE

12TH HSC -

VIVEK COLLEGE OF COMMERCE COLLEGE

10TH SSC -

DR. SARVEPALLI RADHAKRISHNA VIDYALAYA

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Sailee Vivek Savant