Summary
Overview
Work History
Education
Skills
Accomplishments
Hobbies and Interests
Projects
Timeline
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Thanvi Shetty

Thanvi Shetty

Mangalore

Summary

Dynamic Senior Relationship Officer with a proven track record at Flying Colour Business Setup Services, excelling in client relationship management and KYC compliance. Known for enhancing customer satisfaction through innovative process improvements, and effective communication. Skilled in team collaboration, I thrive in fast-paced environments, delivering exceptional results, and fostering strong client connections. Recognized for building strong rapport with VVIP clients, and driving quality enhancements.

Overview

5
5
years of professional experience

Work History

Senior Relationship Officer (Processing Team)

Flying Colour Business Setup Services
05.2023 - Current
  • Customer-centric mindset and skill in adjusting to different character dynamics through effective engagement with free zone and governmental agencies to lower client complaints and finalize tasks punctually
  • Leverage customer service skills to facilitate smooth completion of assigned tasks
  • Reviewed customer documents and information to ensure compliance with KYC regulations.
  • Coordinated with internal departments to resolve discrepancies in customer data.
  • Responded promptly to inquiries from customers regarding KYC policies and procedures.
  • Managed team of 5-10 employees, delivering training and support for project-related questions
  • Updated client profiles with relevant KYC information.
  • Preparation of documents for new visa applications, company formations, renewals and amendments, immigration services, etc.
  • Digital submission and management of applications in multiple portals alongside coordination with free zone and government authorities in UAE (including DMCC, SHAMS, MEYDAN, RAKEZ, SPC, OFFSHORES, UAQ) for document handling and follow-ups
  • Manage inquiries and rectify issues efficiently and professionally, sustaining elevated service standards.
  • Handled 90-100 client inquiries through in-person, phone, and email channels regarding client profiles.
  • Proactively identify opportunities for service improvement, and implement solutions to enhance customer satisfaction.
  • Build strong relationships with clients and colleagues through effective communication and rapport-building techniques.
  • Implemented many new ideas among the team for the smooth execution of operations.
  • Mostly handled VVIP clients in the portfolio.
  • Analyzed client feedback to identify trends and areas for service enhancement, driving quality improvements.
  • Negotiated contracts with new and existing clients, securing profitable terms for the organization.
  • Maintained up-to-date knowledge of relevant laws, regulations, guidance, industry best practices.

Senior Process Executive

Cognizant Technology Solutions
06.2020 - 12.2022
  • Efficiently processed tasks are assigned with the highest level of accuracy and within the specified TAT.
  • Handled both inbound and outbound calls.
  • Followed up on all pending tasks appropriately, and initiated the next step.
  • Completed the claimed task by resolving the borrower issues, making payment for the delinquent real estate taxes, and posting payment for the current year's real estate taxes as defined in SOPs.
  • Updating the borrowers' information in the client application, such as exemption status, refund status, real estate parcel updates, and address updates.
  • Verified borrowers' documents, such as the closing disclosure, legal documents, appraisal, and exemption letters, etc.
  • Provided training and floor support for more than four batches.
  • Handled QC audits for the loans processed by associates.
  • Closely worked with onshore clients in making a few changes to the SOP while processing loans.
  • Attended QA calls with clients to dispute the errors received by the team.
  • Provided feedback to the associates on their quality.
  • Worked with the PEX team in understanding the root cause of the quality errors, and implemented personal checklists for the team.

Education

Bachelor of Business Administration -

SDM College of Business Management
Mangalore

Skills

  • Communication skills
  • Adaptability and responsibility
  • Customer-centric approach
  • Team collaboration and troubleshooting
  • Stress tolerance and problem-solving
  • Flexibility in fast-paced environments
  • Research and problem solving
  • Multitasking and time management
  • KYC compliance
  • Document management
  • Client relationship management
  • Process improvement
  • Negotiation skills
  • Training and development

Accomplishments

  • Awarded as "Employee of the Month" several times at Cognizant Technology Solutions
  • Won various dance competitions
  • Participated in intra-college management fests like 'Genesis 2016'
  • Participated in various inter College dance competition

Hobbies and Interests

  • Dance
  • Travelling
  • Cooking

Projects

Completed Project in Maruti Suzuki Showroom, Mangalore about service provided to the customers after Sales

Timeline

Senior Relationship Officer (Processing Team)

Flying Colour Business Setup Services
05.2023 - Current

Senior Process Executive

Cognizant Technology Solutions
06.2020 - 12.2022

Bachelor of Business Administration -

SDM College of Business Management

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Thanvi Shetty