Customer Service Business Services
Resume:
.
.
PROFESSIONAL SUMMARY
Motivated banking professional possessing a strong commitment to quality customer service coupled with good communication skills. Builds customer loyalty by effectively resolving problems and quickly processing transactions. EXPERIENCE
Payment Processing and Investigator Mar 2023 – Present HSBC-Digital Business Services, Hyderabad.
Role & responsibilities:
Specializing in Money Transfer Investigations (MTI), as well as Same Day and Previous Day investigations at HSBC India.
Managed queries and correspondence regarding USD transfers from HSBC and non- HSBC institutions globally through channels such as SWIFT, FED, CHIPS and email.
Gave priority to escalated queries by promptly directing them to managers via the generic mailbox.
Ensured compliance with HSBC procedures while addressing customer and bank issues.
Collaborated with customer relationship managers, other departments, and branches to exchange information following international banking standards.
Possess extensive knowledge of payment investigation and processing.
Skilled in analyzing system issues and reporting them to management to avert failures.
Experienced in handling Investigation, Return of Funds, sameday payments, mailbox, and FED Messages queues, regularly interacting with business partners.
Highly proficient in specialized applications such as Global Payment Investigations
(GPI), Global Payment System (GPS), Global Messaging Gateway (GMG), Bank Check, and other pertinent systems.
Ensures prompt and precise processing of payments (Swift MTs), funding entries, and account adjustments in systems like GPI & GPS.
Investigates and addresses queries from internal and external clients, engaging daily with relationship managers.
MANAGER EQUITY DEALER Dec 2014 – Mar 2023
Kotak Securities, Visakhapatnam, Andhra Pradesh
Role & responsibilities:
Acquisition of new clients & Reactivating Inactive clients.
Monitored client investments related to Retail and institutional clients, Focused on servicing as a dealer in Cash, Equity Derivatives and Currency Derivatives segment.
Handled client’s calls placing orders behalf of clients and assisting them with their queries.
Profiled and analyzed investment products to develop customized financial strategies for client’s financial needs.
Daily communicating with the clients and updating about Market and Research recommendations.
Recommending intra-day trading calls, Positional, Short term & Long-term calls to the clients and make them to trade on Daily basis.
Collecting Upfront Margins from the clients.
Ensure achievement of Individual targets by generating revenue, sales and cross selling (Loan Against Shares, Mutual Funds, Insurance, Small Case, SLBM, Loans). *****.*********@*****.***
S.L. KAVYA NIVAS, Flat-402,
Sheela Nagar,
Near KIMS ICON hospital,
Visakhapatnam, Andhra Pradesh,
Pin code: 530012.
EDUCATION
MBA
Andhra University
B.com
Magadh University
SKILLED &
PROFICIENT
Client Support
Excellent time management skills
SWIFT payments
Goal-oriented
Self-sufficient
Quality Assurance
Multi-Tasking Proficiency
Problem-Solving & Critical
Thinking
Adaptability & Flexibility
Decision-Making
Conflict Resolution
CERTIFICATIONS
NISM Series VIII Equity Derivatives
NISM Series V-A Mutual Fund
Distributors
NISM Series I Currency Derivatives
IRDA
ACHIEVEMENTS
Awarded with Super star of the
month for February 2024.
Top Performer in General Insurance
in Apr2022 to Aug 2022.
Awarded for Best Contribution in
Loan Against Shares.
Awarded for Highest Acquisition in
Apr 2022 to Aug2022.
S H A I K S I R A J
PAYMENT PROCESSING AND INVESTIGATION
S H A I K S I R A J
PAYMENTS PROCESSING AND INVESTIGATION
.
.
Maintaining cordial Relationship with the investors by following the best service practices in the industry.
Achieving my monthly KRA.
Customer Service & Sr. Executive Dealer Jul 2014 – Dec 2014 GEOJIT BNP PARIBAS, Visakhapatnam, Andhra Pradesh
Role & responsibilities:
Handled client’s calls placing orders behalf of clients and assisting them with their queries.
Acquisition of new clients and reactivating inactive clients.
Responsible for generating revenue.
Management and resolve customer complaints
Identify and escalate issues to supervisors
Recommending intra-day calls, Short Term calls, Positional & Long-Term calls.
Cross selling (Mutual Funds, Insurance & SIP)
Follow up customer calls where necessary.
OFFICE ADMINISTRATOR / SENIOR DEALER Jun 2009 – Jun 2014 OPTIMUS SHARE BROKING LTD, Visakhapatnam, Andhra Pradesh Role & responsibilities:
Assess local market conditions, identify current and prospective
Executing online trades buying/selling behalf of client & Intimating trades to clients by time to time.
Recommending intra-day trading calls, Positional, Short term & Long-term calls.
Maintaining relationship with the clients and updating the market condition.
Taking care of leveraged portfolio of the investors by carefully monitoring their exposures and the market on real-time basis with the help of Risk Management Practices in the industry.
Monitoring client’s portfolio and Risk Exposure Limits on daily basis.
Acquisition of new clients, Franchisee and reactivating the clients.
Updating clients about the pay-in & pay-out
Maintaining daily Attendance/Leave records for Branch and Updating to H.O at the end of Month.
Maintaining file of Branch Corpus every month by time to time.
Maintaining Monthly Branch Expenditure Details.
Maintenance of a working environment that yields productivity and furnishes essential office supplies.
CUSTOMER SUPPORT ASSOCIATIVE Aug 2008 – Jun 2009
INDIA INFOLINE LTD, Visakhapatnam, Andhra Pradesh
Role & responsibilities:
Executing online trades buying or selling behalf of client.
Intimating trades to clients by time to time.
Record and transmit 'buy' and 'sell' orders and calculate and record the cost of transactions
Communicating intra-day trading calls
Responsible for generating revenue and achieving targets.
Monitoring their margin & risk.
DECLARATION
I hereby declare that the information furnished above is true to the best of my knowledge and belief.
Place:
Date: SHAIK SIRAJ
TECHNICAL SKILLS
Overall knowledge of payments
MT103, MT202, MT192, MT199
Serial Payments.
Excellent working knowledge of
Payments Investigations all queries.
Excellent working knowledge in
applications such as GPI, GPS,
GMG.
LANGUAGES
English
Hindi
Telugu
PERSONAL DETAILS
Date of birth : 13 Aug 1986
Marital status: Married
Nationality : Indian
Gender : Male
Contact this candidate