Smitha Rao
Bengaluru
Summary
Dedicated Associate with extensive experience collaborating with clients, promptly identifying needs and recommending products and services to accomplish clients' goals. Strong communicator focused on delivering outstanding customer care.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Analyst
Razor Pay Software Pvt Ltd
Bengaluru
11.2022 - Current
- Have handled transaction related and strengthened the systematic reconciliation by giving descriptive logics queries over Freshdesk.
- Have handled direct support to the merchants over chat.
Have cascaded the information internally leading to faster resolution of requests.
The role here included requests pertaining to both on boarding and post onboarding. - Identified areas for improvement within existing systems through use of descriptive statistics or predictive modeling techniques.
- Maintained user confidence and protected operations by keeping information confidential.
Assistant Manager
Capital Float
Bengaluru
06.2019 - 04.2022
- Processing repayments from various borrowers, updating escrow receipts and waivers, handling fore-closures and restructuring of loans
- Handled customer service, CSD queries, query resolution and support, sales & collection queries
- TDS verification and processing
- Interbank transfer and refunds
- Developed organizational structure to outline and direct rules, roles and responsibilities
- Developed loyal and highly satisfied customer base through proactive management of team customer service strategies
- Monitored security to protect employees, customers and property
- Monitored cash intake and deposit records, increasing accuracy and reducing discrepancies.
Cluster Coordinator
HDB
Mangaluru
06.2016 - 05.2019
- Monitored facility managers and staff performance through quarterly review assessments
- Implemented trending initiatives to help drive sales across cluster
- Provided weekly income and quarterly cluster reports to company's higher managers
- Planned and implemented MIS/CRM upgrades to system hardware and software
- Resolved issues and escalated problems with knowledgeable support and quality service.
Senior Associate
Zest Money
Bengaluru
- Worked varied hours to meet seasonal and business needs
- Assigned tasks to subordinates based on qualifications and skills set
- Identified and resolved complex issues by applying advanced analytical and troubleshooting strategies
- Trained and supported new team members, maintaining culture of collaboration
- Improved customer satisfaction by quickly and effectively addressing inquiries and complaints
- Served as liaison, facilitating communication between management and associates
- Promptly mediated disputes between associates to promote better collaboration and avoid work disruption
- Achieved client satisfaction and loyalty by establishing collaborative relationships, facilitating needs assessment
- Detailed records of daily progress to identify and correct areas needed improvement.
Personal Banker - Welcome Desk
HDFC BANK LTD
Mangaluru
- Promoted financial products by maintaining excellent service offering knowledge
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio
- Networked to increase client base and encourage existing clients to expand financial portfolios
- Identified and investigated variances to optimize financial plans and forecasts
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue
- Approached prospective clients through cold calling and emails to meet sales targets.
Education
Bachelor of Commerce - Accounting And Finance
St. Agnes College
Mangaluru04-2016
Skills
- Client Management
- Data Analysis
- Client Relationship Management
- Report Preparation
- Root Cause Analysis
- Documentation and Reporting
- Regulatory Compliance
- BI Dashboards
- Financial Accountability
- SQL and Databases
Certification
Tally 9.0 VAT, 04/01/2014
Personal Information
Title: Operations In Finance
Languages
- English, Excellent
- Kannada, Excellent
- Hindi, Very Good
- Tulu, Very Good
Timeline
Senior Analyst
Razor Pay Software Pvt Ltd
11.2022 - Current
Assistant Manager
Capital Float
06.2019 - 04.2022
Cluster Coordinator
HDB
06.2016 - 05.2019
Senior Associate
Zest Money
Personal Banker - Welcome Desk
HDFC BANK LTD
Bachelor of Commerce - Accounting And Finance
St. Agnes College
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