Team Lead Financial Services
Resume:
Veena Salian
Main Campus Drive
Lexington Boston 02421
******@*****.***
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
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