PATRICK ROBERT EDWARD
Mobile : +91-783*******, 989-***-****
Email : adlqnd@r.postjobfree.com
Core Competencies
Achievement oriented professional offering 17 years of experience in (Operations, Quality & Process Improvement) field of Business Research & Banking and Financial Services.
Gained expertise in implementing quality standards for various operational areas and implementing quality systems & procedures to facilitate a high-quality customer experience, while adhering to the SLA.
Gained Experience in new transitions, which involved migration of data-based processes. Was involved with transition from end-to-end establishment of the processes with 100% delivery of Customer SLA’s.
Interfacing with clients for reviewing existing performance and suggesting valuable solutions to the issues to improve customer satisfaction.
Monitoring the performance of team members to ensure efficiency in process operations and meeting of individual & team targets.
Demonstrated abilities to manage multiple tasks in a pressured environment and strong belief in Team work.
Trainings & Certifications
Domain certification on Banking & Financials.
Lean Six Sigma Yellow Belt Certified
LEAP (Operations Management, Quality Management, People Management).
Awareness of Money Laundering.
Certified ISO compliance 2008-9001
SEMRUSH Keyword Research Certified – Digital Marketing
Growth Path
Deputy Manager Operations – June 2014 till August 2018
Deputy Manager Quality Assurance - Oct 2011 – June 2014
Quality Assurance Leader – Dec 2009 – Oct 2011
Operations Team Leader – Dec 2005 – Dec 2009
Operations Team Coach – 2002 - 2005
Sr. Associate – Dec 1999 – 2002
Academic Qualification
Professional Diploma Course in Digital Marketing 2018-19
Basic Course on Tours and Travels, IITTM –New Delhi, 2006
Bachelor of Arts, Delhi University - New Delhi, 1996
Personal Information
Date of Birth: 24-Mar-1974 Father’s Name: Late. M.A.Robert
Nationality: Indian
Marital Status: Married
Address
#59A, 3rd floor
Vasant Apartments,
Vasant Vihar, New Delhi - 110057
Work Experience
WNS Global Services Pvt. Ltd. 12/2007 – 08/2018
Business Research for UK’s leading business information and data providers as Deputy Manager Operations. Maintaining global standards of KYC database, payment efficiency for global banks through primary and secondary research.
Specialties
Team Management of 38 members across 5 Line of Business (Payment Efficiency, Anti-Money Laundering Compliance, KYC database, Merger and Acquisitions & CRM). Ensuring additional capacity planning for Add On projects along with daily work load.
Key Deliverables:
Managing Banking Personnel’s Information. Validation of data through LinkedIn and bank websites
Daily workflow management, according to priority and geographic regions. Full Time Employee planning for volume spikes
Maintain NFBI’s database e.g. Merger & Acquisitions, Branches
Liaise with Bank contact for KYC and Personnel’s details for Asia Pacific regions
Resolving escalations of customer queries through Customer Resolution Management System (Sales Force) to ensure resolutions is provided to customer and business. Ensuring that defined SLA of 5-21 days query resolution TAT is met at all times
Analyzing and maintaining monthly reports and dashboards to ensure SLAs are met
Conducting and maintaining performance matrix and providing monthly feedback for team members
Process
Banking & Customer Service for a leading Bank of UAE (backend &Voice process) as Operations Deputy Manager – June 2014 – May 2016. Handling 22 sub processes catering to different products for retail & corporate customers.
Lead a portfolio of KYC on-boarding for Corporate & Retail Customers
Adherence to Foreign Accounts Tax and Compliance Act as per US regulations in account opening process to facilitate bank’s reporting
Identify Anti Money Laundering risks by conducting Risk Assessment for new projects or change in an existing process, and closely work with risk team to report, analyze and build mitigation plans
Key Deliverables:
Responsible for providing all reports and analysis to client such as Error Analysis, Volume Trends & Turn Around Time analysis, Root Cause Analysis
Assisting in External & Internal audits to ensure all compliance checks are met as per defined standards
Prepare Monthly/Weekly business review dashboards at program level
Ensuring daily queued scanned applications are closed by day end on FIFO order and applications processed as per defined procedures and guidelines
Worked as Deputy Manager Quality Assurance for leading Bank of UAE (backend process data & Voice process). 12\2007 – 6\2014
Roles & Responsibilities
Managing Quality Assurance for 3 major processes (Centralized Cash and Account Management account, Cash and Account Department, Credit Card Evaluation & Decision) with a team of 1 Assistant Manager, and head count of 120 associates.
Convening conferences calls between operations and training for process improvements and identification of projects for meeting & exceeding client service delivery metrics
Reviewing statistical data to identify and determine causes of quality issues and recommend improvements through quality projects and methodology
Responsible for providing all reports and analysis to client such as Error Analysis, Volume Trends & TAT analysis, RCA’s etc
Managing audit assistance for internal (ISO) and External (Client) audits scheduled
Prepare the Quarterly/Monthly/weekly Business reviews at the program level
Drive ideation and best practice sharing through Kaizen projects for process improvements
E-funds International Pvt. Ltd. 12/1999 – 12/2007
Worked as Team Leader Operations for Ameriprise Financial, managing Insurance and Annuity products (backend process data & Voice process)
Roles & Responsibilities
Mentoring and motivating a team of 10 associates to run the process with minimum defects and meet the client’s specified SLA
Reporting and monthly business reviews with the client.
Workflow management, daily FTE planning for volume spikes, Leave planning on weekly basis. Maintaining the performance management matrix for the team in terms of productivity and accuracy
Tropic Tours Pvt. Ltd 06/1996 – 10/1999
Worked as Office Assistant, Tours & Ticketing managing Domestic and International Air ticketing for Diplomats and Corporate clients.
Embassy of Sahrawi Arab Democratic Republic 09/1996 – 11/1996
Assistant Computer Operator (Contractual)
Roles & Responsibilities
Drafting of Emails for delegates and diplomatic missions
Preparing and posting invitation letters to Embassy Diplomats
Preparing and maintaining official records of staff leaves/overtime
Key Accomplishments
2016 – 2018
Successfully closed 7 quality projects (5 Yellow Belt, 2 Kaizen) (May – Oct’17)
Additional revenue generated in 2 Line of Business of £59,9064 cost of 3 FTE’s through successful closure of adhoc projects (Oct’17)
Achieved Personnel SLA of 91% against the Target of 90% post taking charge of Team within 6 months (May – Aug’16). Received achievement Award for meeting Service Level Agreement
Achieved SLA for Standard Settlement Instruction process of 91% against the target of 90% (June – Oct’17)
Successfully updated KYC documents for APAC region banks achieving SLA of 87% against the target of 87% (June’16 – Aug’17)
Initiated new methodology to address Out of Date banks and successfully converted 231 banks out of 387 with a success ratio of 60% (Aug – Oct 2017)
Certified as a Kaizen professional (2009)