Overview
Work History
Education
Timeline
Generic

SHALINI B

Chennai

Overview

3
3
years of professional experience

Work History

Operational Analyst

Natwest
Chennai
10.2022 - 12.2023
  • Evaluated business processes to identify areas of improvement and develop strategies for enhancing efficiency.
  • Compiled and analyzed data to provide insights into operational performance, customer satisfaction, and other key metrics.
  • Developed reports on operational performance trends and presented findings to senior management.

  • "I worked at Ulster Bank handling account closures within their retail banking division.
  • My responsibilities included processing Bankline and international payments, rectifying failed closures, transferring funds to charities, refunding charges or interest, issuing cheques upon customer request, handling faxination and indexing the UBIDAC cases.
  • Additionally, I was involved in the FRISA Hooyu account opening KYC process for RBS and Natwest bank accounts, as well as working on Ulster Bank Loyalty Saver Account openings. I also underwent training in AML (Anti-Money Laundering) and completed several related courses."

Associate Client Support Executive

CAMS
Chennai
03.2021 - 07.2022
  • Resolved customer queries and complaints promptly and efficiently.
  • Assisted customers with product features, setup, and troubleshooting issues.

  • "I worked at Kotak Mutual Fund in the CAMS KRA process as an Associate Client Support Executive, handling investor queries via email. I managed mutual fund investor applications, facilitating transactions and addressing AMC-related inquiries.
  • My responsibilities included handling transaction-related queries such as payment verifications, unit allocation confirmations, NAV inquiries, failed payments, amount reversals, and incorrectly allocated unit refunds. I collaborated with the KYC team to ensure customers received comprehensive information regarding KYC registration and verification.
  • Additionally, I liaised with various teams including reconciliation, redemption, SIP, transmission, dividend, switch transactions, brokerage, customer service, and demat purchases to provide accurate and complete information through appropriate methods. I effectively resolved customer complaints and negotiated solutions while consistently delivering accurate and complete information."

Education

Bachelor of Arts - Business Administration

MCC Madras Christain College Higher Secondary Scho
Chetpet
04.2019

Timeline

Operational Analyst

Natwest
10.2022 - 12.2023

Associate Client Support Executive

CAMS
03.2021 - 07.2022

Bachelor of Arts - Business Administration

MCC Madras Christain College Higher Secondary Scho

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SHALINI B