Shraddha Gholap
Mumbai
Summary
Customer Service Representative with background in providing exceptional support and resolving customer inquiries. Skilled in communication, problem-solving, and maintaining positive relationships with customers. Demonstrated ability to improve customer satisfaction and loyalty through attentive service and effective issue resolution. Committed to enhancing team performance by sharing knowledge and best practices in customer service operations.
Overview
7
7
years of professional experience
Work History
Client Service Analyst
JP Morgan Chase & Co.
10.2022 - Current
- Company Overview: Asset and Wealth Management
- Spearhead global payment operation, Managing high Value transactions, SWIFT payments and international wire transfer for high net worth clients (HNI).
- Authorized and verified fund transfers by performing rigorous checks as the 'checker' in a maker-checker process, ensuring accuracy, compliance with internal policies and regulatory guidelines, and minimizing the risk of errors or fraudulent activity to support smooth and secure transaction execution
- Processed credit-related transfers based on client requests, conducting thorough internal reviews of client accounts—including verifying loan balances, interest rates, and loan terms—before execution to ensure accuracy and compliance with approved credit conditions.
- Managed incoming Digi-mails, receiving documents and couriers from clients, proactively communicating with relevant teams via email to ensure efficient handling of client requests
- Oversaw checks received through NBBM for deposit into client accounts, ensuring timely processing and seamless coordination with internal teams
- Processed RMDs for clients in compliance with IRA guidelines, ensuring that requests were executed in a timely manner, handling tax withholdings on IRAs, and ensuring that proper contributions and distributions were recorded according to client specifications and regulatory standards.
- Handling various types of account statements, including standard statements, 1099 forms, combined statements for multiple accounts, and loan or credit card statements, ensuring all information is accurate and provided according to client specifications.
- Achievements: Consistently recognized as the best performer of the quarter for outstanding client service and operational excellence.
Branch Operation Operator
Deutsche Bank AG
Khar
03.2021 - 09.2022
- Company Overview: Operation department.
- Maintaining day to day Inward clearing and ACH clearing as per the zone
- (MICR Zone/Positive Pay/Technical)
- Receiving Outward clearing cheque and delivering to clearing house
- Handling financial transaction such as RTGS/NEFT & Internal transfers into correct accounts for the client after ensuring that signature is valid
- Retail Banking Operations end to end (KYC renewal and account opening form deep checking and scrutinizing policies documents as quality control officer to check KYC conformity, adherence to TAT by ensuring and targeting 100% First time ratio right
- Managing all aspects of client servicing, Account Maintenance and Account Closure as per the client request
- Servicing Loan accounts and explaining interest charged on client account
- Keeping records of deliverables and property papers on daily basis
- Handling Service Requests (Raising and closing SRs for customers within TAT).
- Responding to customers quires or concerns and creating positive solution
- Earned satisfactory reviews, maintained my commitment to providing excellence service 'May I Help You' Desk in a teller area.
Account Assistant
CA Tanuja Gupta
Mumbai
07.2018 - 03.2020
- Company Overview: Mumbai
- Maintaining Customer records
- Manage to respond to inquiries & maintain Office equipment
- Handling Purchase Materials
- Prepare reports on purchases and Invoice
- Monitor & maintain office supplies- stationery, consumables
- Maintain records of goods ordered and received
- Coordinate with warehouse staff to ensure proper storage
- Library Stock & Record Keeping
Education
Bachelors in Business Management - Business Management
JES College of Commerce & Technology
Mumbai01-2019
Skills
- Analytical thinking
- Problem solving
- Adaptability
- Team Collaboration
- Attention to detail
- Client Relationship Management
- Positive Attitude
Languages
English
First Language
Affiliations
- Microsoft Word, Tally ERP 9, Advance Excel, Finacle
Accomplishments
- MVP of Quarter 1 2023
- Commitment champion of 2024
- Recognized by team for handling Digi mails single handed for Mumbai Team 2025
Timeline
Client Service Analyst
JP Morgan Chase & Co.
10.2022 - Current
Branch Operation Operator
Deutsche Bank AG
03.2021 - 09.2022
Account Assistant
CA Tanuja Gupta
07.2018 - 03.2020
Bachelors in Business Management - Business Management
JES College of Commerce & Technology
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