Barath D
ACCA Partly Qualified | Specialist - Customer/Partner Success | Operations and Support | Process Improvement Expert | C-SAT Improvement | Team Management | Client onboarding Specialist | KYC | 2+ years in Client Service
Chennai
2+ years of work experience
Sep 20241 yr 10 mosPresent
Guindy, Tamil Nadu, India
Resolved financial (investments, redemptions, brokerage) and non-financial (account updates, mandates, folio issues) queries. Supported partners with brokerage clarifications and ensured regulatory compliance. Guided KYC and client onboarding processes, troubleshooting Aadhaar/PAN linking issues. Streamlined process-related requirements, minimizing workflow disruptions. Strengthened partner relationships, contributing to satisfaction and retention. Maintained a 4.7/5 C-SAT score while effectively managing D-SAT conversions.
Jul 20242 mosAug 2024
Monitored loan disbursement and repayment operations. Addressed customer queries, explained product offerings, and improved client experience. Documented workflows and suggested process improvements. Collaborated with credit risk, product, and customer support teams for cross-functional exposure.
Education
Bachelor of Commerce, General Studies
madras christian college
20213 yrs2024
12th, Accountancy
Crescent School
20201 yr2021
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