Daksh Patel
Middle Sackville
Summary
Experienced Senior Associate with versatile experience of more than 7 years in various fields like Financial Services and Accounting background, driven to optimize processes and streamline operations for team efficiency. Decisive leader with an analytical and flexible approach to solving problems.
Overview
9
9
years of professional experience
Work History
Sr Associate, Maintain the Bank
MUFG Investor Services
11.2021 - Current
- Provide a complete range of fund administration services to hedge fund clients and investors, including compliance procedures, working with investment managers, brokers, custodians and auditors
- Improved customer satisfaction by quickly and effectively addressing inquiries and complaints.
- Approached each problem with fresh mind and analytical strategies to quickly resolve concerns.
- Identified and resolved complex issues by applying advanced analytical and troubleshooting strategies.
- Working on Projects and helping them identify the flaws and working on process improvements.
- Performing Testing in UAT version and helping the Team resolve the issue.
- Updating the system in order to comply with global standard.
- Resolving the tickets as soon as possible and reaching out to write department to escalate the issue.
- Taking part in planning and helping create new user template and FAQs.
- Working on to create automation job and helping team amend there reports as per there need and global regulations.
- Prioritized tasks to meet tight deadlines, pitching in to assist others with project duties.
Associate Service Centre Representative
ADP
04.2021 - 11.2021
- Act as an internal expert for the employees of a designated client base
- Receiving inbound calls and tickets from employees with the goal of resolving the enquiry/issue on the first contact
- Effectively utilize SAP and internal ADP systems and tools to document, troubleshoot and resolve enquiries/issues
- Monitor & track issues for updates to ensure effective issue resolution
- Act promptly and effectively within prescribed service levels to ensure World Class Service delivery
- Manage the customer relationship by effectively identifying sensitive employee concerns and escalating when necessary
- Provide follow-up on issues in an effective and time sensitive manner
- Make outbound calls to employees and other shared service providers internally at ADP as required
- Contribute to assigned projects associated to client service and complete assigned tasks.
Customer Care Advisor
Scotia Bank
08.2019 - 02.2021
- A customer focused culture to deepen client relationships and leverage broader bank relationships, system and knowledge
- Acting as trusted advisor to resolve all the banking need and avoid unnecessary transfer to other department
- Consistently provide customer with professional, courteous and positive experience by discovering needs, providing knowledgeable, accurate information and solutions and following through commitment
- Actively provide customer with excellent service, effectively manage workload and stay actively available to receive customer request
- Participate actively in team activities/initiatives and taking responsibility for self-learning and development
- Participate actively and contribute to overall team objectives
- Understand how the bank's risk appetite and risk culture should be considered in day-to-day activities and decisions
- Champion a high-performance environment and contribute to an inclusive work environment
- Continually upgrade knowledge with courses and upskilling to progress to different level and add skills.
Call Centre Associate
NTT DATA
06.2019 - 08.2019
- Serve as a primary contact for provider/members for questions related to claims, benefits, member enrollment eligibility and other questions related to their Health insurance plan
- Interface with claims, Enrollment, IS, Network Management, Pharmacy, Behavioral Health and other internal departments to provide service Excellence to our customers
- Maintain a positive and professional level of service to our customers while always protecting the confidentiality of information
- Consistently support our Client's approach to service Excellence by adhering to established department and company standards for all work related functions
- Desire Professional growth development through self-directed learning activities
- And, such additional duties as may be assigned by NTT DATA from time to time.
Client Service Executive
Medusind Solutions India Pvt Ltd
07.2018 - 03.2019
- Interacted with insurance partners in USA to manage claims and resolve their issues pertaining to insurance and ensured that their needs were being resolved
- Effectively talked with 40+ insurance companies each day through phone and ensured maximum details could be received at shortest duration of time
- Managed high volume workload within deadline-driven environment and consistently met performance benchmarks
- Capable of talking long hours approximately 1 hour and 30 minutes at a stretch
- Used to work on multi projects according to the priority of different client
- Carried out the benefit verification for the upcoming patients and made sure the client does not face any issue pertaining to the insurance coverage of the patients
- Worked extended hours to achieve better targets, and satisfy client with error free work.
Client Support Engineer
Avadh Industries
04.2015 - 05.2018
- Used to coordinate project write from start to end and ensured every single update for the client in most precised and completely documented manner via email and phone
- Effectively coordinated between production team and manufacturing team so as to achieve smooth flow of work in timely manner
- Projects being critical ensured all required procedures were followed in order to maintain the quality standard and customer satisfaction
- Coordinated with various third party agency on behalf of the client and ensured all the inspections being carried out according to the desired standards
- Analyzed the need of overtime on the real-time basis and made sure to have maximum support from the employees on the same so that we could meet the client expectation and achieve targets
- Documented all customer inquiries and comments for upcoming project and documented it for the management for the future reference
- Maintained solution focused approach to identify opportunity and assist the client where ever needed
- Worked calmly with furious client where the project gets delayed over the deadline and ensured them speedy delivery with the exact quality desired.
Education
Credit Course: Financial Accounting II -
Nova Scotia Community College
Halifax, Nova Scotia04.2022
Credit Course: Financial Accounting I -
Nova Scotia Community College
Halifax, Nova Scotia12.2021
Bachelor of Engineering: Mechanical -
University of Pune
Pune, India11.2012
Diploma: Engineering (Mechanical) -
Maharashtra State Board of Technical Education
Pune, India07.2008
Skills
- Accountability and ownership
- Keen and eager to learn attitude
- Leadership
- Can-do attitude
- Influencing
- Problem Solving skills
- Ownership
- CRM
- Fund portfolios
- Bank reconciliation
Languages
English
Full Professional
Timeline
Sr Associate, Maintain the Bank
MUFG Investor Services
11.2021 - Current
Associate Service Centre Representative
ADP
04.2021 - 11.2021
Customer Care Advisor
Scotia Bank
08.2019 - 02.2021
Call Centre Associate
NTT DATA
06.2019 - 08.2019
Client Service Executive
Medusind Solutions India Pvt Ltd
07.2018 - 03.2019
Client Support Engineer
Avadh Industries
04.2015 - 05.2018
Credit Course: Financial Accounting II -
Nova Scotia Community College
Credit Course: Financial Accounting I -
Nova Scotia Community College
Bachelor of Engineering: Mechanical -
University of Pune
Diploma: Engineering (Mechanical) -
Maharashtra State Board of Technical Education
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