Vijay

+91 81435-92199
[email protected]
Summary:
 Review and verify accounting records including analysis well-developed ensuring the accuracy of the
information, investigating any discrepancies, and taking appropriate action as required
 Strong verbal and written communication skills and well-developed relationship-building skills
 strong client/customer service skills and experience
 Possess excellent analytical and reasoning skills
 Proven capacity to work in a financial team environment, share knowledge, and motivate others to improve
their skills
 Strong computer skills in MS Office (e.g. Excel, MS Word)
 Based on the complexity of the funds and decision-making skills required, the position requires significant
real estate or real estate advisory experience
 Work under pressure and meet cut-offs and good managerial skills to lead team members effectively to
achieve the corporate goal
 Experience in a Banking role with a strong background in Transaction Processing (New Accounts)
 Basic Accounting, PC Skills
 Significant proven experience working in a financial crime environment
 Good self-learning skills and flexible willingness to learn and adapt to changes
 Good time management skills to ensure the workload can be managed within the cut-off time of clearing
systems and the SLA is met
 Candidates with previous Administrative experience such as payroll or accounts processing experience
are encouraged to apply
 To be associated with a progressive organization that gives me scope to apply my educational and
professional skills and provides me with advancement opportunities and knowledge empowerment.

Education:
 BCom General from BCC - Kachiguda
 MBA in Finance - A.M.PG college - Boda Uppal

Skills:
 Strong communication and interpersonal skills
 Ability to build relationships with professionals at all levels
 Ability to mentor, manage, and review partner accounts
 Drive mobile banking adoption
 Increase product cross-sell
 Onboard customers to the relationship banking program
 Proactively contact clients
 Handle clients' banking queries
 Plan customer needs activities
 Manage portfolios

Professional Experience:
Client: TPI Infotech – Hyderabad. July 2018 – October 2023
Role: Senior Associate – Customer Relationship Executive (Voice Process)
Responsibilities:
 Building strong relationships with customers and understanding their financial needs
 Appraised and negotiated conditions for full payment and refund, contacted account holders to clear
unpaid debts, providing personalized solutions that meet customer needs
 Worked closely with account owners by developing oral negotiation and connections.
 Determined the reasons for undue payments and contacted related clients, support executive, and
excellent communicator experience as a Customer Support Executive.
 Identifying and resolving client issues promptly providing expert guidance on a wide range of financial
products and services
 Excellent in conveying the client’s requirements to the team leader, converting cold calls into new
assignments, and taking follow-ups daily.
 Acting as a liaison between clients and internal teams to ensure client needs are met
 Reviewed, approved, and outsourced debt cases to approved panel solicitors and debt collections
agencies, where appropriate.
 Reported all relevant database and diary systems used to support the processes were maintained in order.
 Provided efficient support to the solicitors and debt collection agents to resolve queries and disputes.
 Providing change management and project management leadership related to insurance
 processes and systems, operational guidance to insurance coordinators, and facilitating strong
working relationships between office managers and insurance coordinators.
 Assist insurance coordinators with prioritization of tasks and provide coverage as needed for insurance
coordinators, including verification, opening, and recreating claims, processing refund requests, and
account breakdowns.
 Serve as liaison between doctors and Insurance companies while facilitating credentialing, ensuring
PPO participation.
 The Insurance Coordinator monitors and verifies insurance information for individual patients.
 Confirming eligibility requirements, Reviewing, and maintaining dental records to compute fees due.
 Information from parents of children/patients.
 Planning and conducting special sales initiatives and events for prospective and existing clients
 Tracking customer complaints and turnaround times for customer satisfaction
 Increasing mobile banking adoption and driving initial login on the Optimus app
 Providing a consistent and superior digital experience
 Devising new marketing strategies to increase customer numbers and market penetration
 Managed internet startup and Direct Sales call center with a focus on nationwide auto insurance
sales, responsible for hiring and training staff of 20 Agents.
 Interfaced with DOI and NAIC on compliance and business development.
 Direct reporting to C-suite leaders on all phases of business development and production.
 Key Accomplishments Launched Auto Insurance sales in 50 states with licensure in all states.
 Extensive retail product knowledge
 Solid comprehension of bank software, for example, Debt Recovery System, COINS, TS2, Plexus, Target, and ICBS
 Work in a fast-paced environment with a back-end processing component

Client: IBM - Hyderabad. August 2016 – June 2018

Role: Service Associate (Voice Process)
Responsibilities:
 Perform and handle administrative duties.
 Resolve complex issues.
 Evaluate credit and collateral files.
 Document and organize all financial transactions.
 Gather, compile, and file reports for the management.
 Screen, refer, and respond to inbound calls and incoming mail.
 Evaluate proposals and submit them for approval.
 Maintain all documentation with corrected deficiencies.
 Maintain all records of payments and update them.
 Ensure compliance with all state, and federal laws relating to banking
 Generating and following up with new business leads.
 Drawing up proposals and presenting them to prospective clients.
 Ensuring all processes are carried out under company regulations, as well as health and safety codes.
 Establishing and maintaining relationships with staff as well as external clients and vendors.
 Addressing any questions or queries promptly and politely.
 Monitoring staff and operations, and drawing up strategies to improve efficiency and reduce costs.
 Writing up sales and performance reports, and providing training and guidance to staff members.
 Assisting managers to develop incentives that improve performance.
 Attending workshops and events to expand skill sets and professional networks.
Achievements & Awards:
 Won Prizes in various competitions held at the college level.
 Actively participated in cultural and technical events
 Curiosity to learn new things
 Most Valuable Employee (MVE) Award 2021
 Best Team Player Award for TPI 2021