Vivek Mohan

Team Leadership & Supervision

• Supervise a team handling immigration casework and/or client support.
• Allocate and prioritize work assignments to ensure deadlines and service level agreements (SLAs) are met.
• Monitor team productivity, quality, and performance; implement improvements as needed.
• Conduct regular team meetings, 1-on-1s, and performance reviews.
• Train, coach, and mentor team members, fostering a collaborative and high-performance culture.
• Assist with onboarding, training, and integration of new hires.
• Share knowledge with peers and support the professional development of junior team members.

Client and Stakeholder Management

• Serve as the main point of contact for internal and client-related escalations.
• Communicate proactively with clients and stakeholders within SLA/team protocols.
• Deliver precise, well-organized, and thoughtful responses to client inquiries.
• Anticipate client needs, provide timely updates, and participate in client meetings.
• Show empathy and professionalism when addressing client concerns.

Case Management & Operational Excellence

• Complete casework and assignments accurately and efficiently.
• Apply immigration procedural and processing knowledge relevant to assigned case types.
• Effectively triage and reprioritize tasks to meet dynamic deadlines.
• Escalate complex issues with clearly proposed solutions to leadership.
• Track billing and productivity audits accurately, ensuring compliance with firm and client requirements.
• Produce clear, well-structured written work products that reflect accurate immigration knowledge.
• Create and maintain templates or samples for team-wide or client-specific use.
• Recognize and adapt to immigration policy changes, incorporating them into team workflows.

Compliance, Technology, and Process Improvement

• Ensure compliance with firm policies, legal regulations, and client requirements.
• Adhere to operational and regulatory standards, including data privacy and confidentiality.
• Ensure accurate and complete use of firm systems (e.g., Connect, Wrapper) for data management.
• Identify and escalate risks or issues to management appropriately.
• Collaborate with other departments to resolve issues and implement enhancements.
• Support firm-wide change management initiatives and projects.
• Participate in training (e.g., Fragomen Academy) and apply learning to improve performance.
• Demonstrate a commitment to continuous improvement and professional development.
• Identify and drive opportunities to enhance quality, efficiency, and productivity.
• Align work with individual and team productivity and billing goals.

• Provide support to the Project management function from initiation through delivery in alignment with Client expectations and business needs.
• Participate in or leads cross-functional teams focused on the delivery of new or existing projects.
• Plan and direct schedules.
• Organizing interdepartmental activities ensuring completion of the project.
• Communicate project scope, goals and responsibilities to project team.
• Establishing clear stakeholder expectations and requirements of varying degree of complexity.
• Prepare and distribute reports related to project activities, general project management and financial issues.
• Collaborate with other team members across the business and provide support if required.
• Record the minutes of the meeting with clear emphasis on the key actions from the meeting
• Coordinate and track all information, communications and documents for assigned projects
• Coach and Mentor new team members.

• Understand Amazon seller service products and services.
• Introduction of various products or services
• Track performance of key partner using appropriate metrics to manage performance
• Achieve seller launch, selection and seller success targets
• Engage with internal and external customers to improve business process
• Flag position escalation, dive deep to recommend and implement corrective actions

• Relationship building and Management with the customer for Sales and services of Financial Products like FD, Remittance, Mutual funds, Life insurance, credit cards
• To manage customers in the branch or through client visits and provide financial and investment advisory.
• Act as a productive resource by meeting targets there by ensuring fulfillment of budgetary expectation of the organization.

• Relationship building and Management with the customer for Sales and services of Financial Products like online trading account, Mutual funds, Life insurance, Investment advisory
• To manage customers in the branch or through client visits and provide financial or investment advisory
• Act as a productive resource by meeting targets there by ensuring fulfillment of budgetary expectation of the organization.