Saran Raj
Chennai
Summary
Operations and Customer Service professional with experience in Life Insurance and Financial Services. Skilled in policy servicing, loan and fixed deposit operations, document verification, MIS reporting, customer relationship management, and Advanced Microsoft Excel. Committed to delivering accurate, compliant, and efficient operational support
Overview
1
1
year of professional experience
Work History
Senior Executive
Novac Technology Solution Pvt Ltd
T.Nagar
07.2025 - Current
- Assisted customers with Fixed Deposit ‘FD’ accounts
- Performed KYC verification and ensured accuracy of customer information and financial records
- Generated MIS reports and analyzed operational data using Advanced Microsoft Excel
- Utilized Excel functions including VLOOKUP, XLOOKUP, INDEXMATCH, Pivot Tables
- Client Name: Shriram Finance Ltd
Associate Trainer
Teamlease Pvt Ltd
T.Nagar
03.2025 - 07.2025
- Back Office Assistant / Data Entry Operator: Focuses on record management, form filling.
- Bank Operations Officer: Responsible for processing financial backend operations, verifying KYC documents, payment gateway reconciliations, and regulatory compliance tracking
Education
B. - CSE
Jeppiaar Institution of Technology Solutions
12.2022
12th -
Grace Matriculation Higher Secondary School
12.2018
10th -
Grace Matriculation Higher Secondary School
12.2016
Skills
- Customer Service
- Problem Solving
- Email & Chat Support
- MS Office
- Typing Skills
- Time Management
- Attention to Detail
- Teamwork
Accomplishments
- Customer Satisfaction Boost, Increased customer satisfaction scores by 20% through improved service delivery strategies.
- Error Reduction Initiative, Reduced data entry errors by 30% with streamlined verification procedures.
- Excel Training Success, Trained 50 employees in Excel, enhancing operational efficiency by 15%.
- KYC Compliance Excellence, Achieved 100% compliance in KYC audits for consecutive quarters.
Languages
English
Awards
- Best Employee of the Month, Novac Technology Solutions, 08/01/25
- Best Employee of the Month, Teamlease, 07/01/25
Timeline
Senior Executive
Novac Technology Solution Pvt Ltd
07.2025 - Current
Associate Trainer
Teamlease Pvt Ltd
03.2025 - 07.2025
10th -
Grace Matriculation Higher Secondary School
12th -
Grace Matriculation Higher Secondary School
B. - CSE
Jeppiaar Institution of Technology Solutions