Post Job Free

Resume

Sign in

Team Lead Financial Services

Location:
Lexington, MA
Posted:
November 09, 2023

Contact this candidate

Resume:

Veena Salian

Main Campus Drive

Lexington Boston 02421

ad0z3h@r.postjobfree.com

1-781-***-****

Summary: Team Lead with 4 years of experience in people management. Experience in the IT and Financial Services domains, with Investments Research and functional testing of Online Banking systems. Seeking an opportunity to leverage my multi- functional expertise in a dynamic and client-centric organization. Professional Experience:

Team Lead at an NGO Bangalore, India from July 2020 till date

Implemented a streamlined client onboarding process that made onboarding productive while improving client satisfaction.

Collaborated with cross-functional teams to understand client requirements, ensuring a smooth transition from enrolment to onboarding.

Conducted client presentations and training sessions to ensure they fully utilized the NGO's services

Identified opportunities for customized solutions.

Developed and maintained client onboarding templates, checklists, and documentation to ensure consistency and efficiency.

Acted as the primary point of contact for clients during the onboarding process, addressing inquiries, resolving issues, and managing expectations.

Designed and implemented a regular client feedback system to understand issues and identify areas for improvement.

Compiled and presented client performance reports, highlighting key metrics and suggesting improvements.

Managed a team of coordinators and trainers across UK, US and India, providing training and guidance.

Team Lead at an NGO at Bangalore, India from 2016 to 2018

Collaborated with a global content team to create and distribute value-based Art and Craft teaching aids to rural school teachers across India.

Coordinated with multiple teams across UK, Middle east and Singapore to ensure quality and consistency of content generated.

Coordinated with the operations team to ensure the seamless execution of the project.

Software Test Engineer Tesco HSC at Bangalore, India from 2011 to 2014

Functional testing in the Retail and Banking Domains

Tested POS software within the Retail domain

Was given a new responsibility to test the Online Banking system for Tesco Bank’s then new Personal Current Account, as well as mobile app functionalities.

Assistant Manager, Research, Karvy Stock Broking Ltd at Bangalore, India from 2005 to 2008

Conducted research for Institutional clients in the Mutual Funds Division of Karvy Stock Broking Ltd.

Performance analysis and advisory of Mutual funds and other investment products.

Education:

PG Diploma in Personnel Management from NMIMS, Mumbai 1998-1999 BA from Sri Sathya Sai Institute of Higher Learning 1993-1996 MA from University of Mumbai 1996-1998

Certifications:

Oracle Database

Skills:

Presentation Skills

Communication and Interpersonal Skills

Client Relationship Management

Client Onboarding

Team Leadership and Management

Project Coordination



Contact this candidate