Vishal Jee Choubey

Highly skilled and experienced professional in Service and Operation management with a strong track record of successfully overseeing and improving service delivery processes. Demonstrated expertise in analyzing operations, identifying bottlenecks, and implementing efficient solutions to enhance customer satisfaction and maximize productivity. Proven ability to lead and motivate cross-functional teams, ensuring seamless coordination and collaboration between departments. Possess strong communication and interpersonal skills, enabling effective stakeholder engagement and relationship management. Adept at leveraging data analysis and performance metrics to drive process improvements and optimize resource allocation. Committed to delivering outstanding service quality while maintaining cost-effectiveness. Successful operation analyst insightful in methods for improving organizational efficiency, resource utilization and satisfaction scores. Ready to break down processes at every level and optimize approaches for short-term gains and long-term success. Creative problem-solver with fortitude and adaptability for challenging projects.

• Owns end to end client onboarding and renewal of KYC records to ensure regulatory standards (global/applicable local regulations) with high quality and while meeting tight deadlines.
• Supports Domestic and International transactions through Money movement.
• Investigating released payments and claims with beneficiary bank/broker dealer using MT messages.
• Satisfy the responsibility for completing detailed reviews of documentation for new and existing clients, including legal agreements and organizational documents.
• Evaluating client specific information such as client identification document, SSN and address to help onboarding of new clients.
• In-depth knowledge of legal documentation preferred (e.g., trust agreements, partnership agreements, corporate resolutions, letter of testamentary, Guardian/Next friend, Cert of granting Tax exempt status, LLC agreements and articles of Incorporation).
• Account Processing of Individual Retirement Plans (Brokerage/Managed) Business Retirement Plans, Ameriprise Certificates, Financial Plans and Other products.

• Got AMMY GOLD.
• Got 5+ thank you awards.
• Client creation and account Creation on Ameriprise Platform.
• Performing Root Cause Analysis on findings by QES Team.
• Ensuring compliance with SLA and other internal guidelines of policies relating to business area.

Reading

New DELHI

Phagwara, IN-PB,other,Buxar, BR

• Highly skilled and experienced professional in Service and Operation management with a strong track record of successfully overseeing and improving service delivery processes.
• Demonstrated expertise in analyzing operations, identifying bottlenecks, and implementing efficient solutions to enhance customer satisfaction and maximize productivity.
• Proven ability to lead and motivate cross-functional teams, ensuring seamless coordination and collaboration between departments.
• Possess strong communication and interpersonal skills, enabling effective stakeholder engagement and relationship management.
• Adept at leveraging data analysis and performance metrics to drive process improvements and optimize resource allocation.
• Committed to delivering outstanding service quality while maintaining cost-effectiveness.
• Seeking a challenging role where I can utilize my skills and experience to drive operational efficiency and exceed customer expectations.

MBA (Marketing & HR)