Monalisa Banerjee

• Assisted in day-to-day operational support across research and accounting to aid overall business progress.

• Higher-level assistance.

• Identified and addressed operational, financial and technological risks to avoid losses.
• Improved existing client relationships to increase total assets.
• Provided clear guidance by simplifying complex financial topics and jargon.
• Tracked market trends and investment portfolios to stay ahead
• Compared and assessed bonds, stocks and currencies to identify niches for investment.

• Reviewed new customer accounts and verified customer identities.
• Prepared and presented reports and analyses to senior management.
• Met daily, weekly and monthly KPI targets, maintaining high-quality standards.
• Completed QC checks on Underwriters and Case Managers for KYC.
• Carried out initial due diligence checks for potential new clients.
• Conducted end-to-end review of KYC records.

• Answered frequently asked questions from applicants and employees about standard policies, benefits and other HR-related processes.
• Assisted with employee relations issues relating to disciplinary actions and redundancies by taking full and accurate meeting minutes and storing data upon completion.
• Scrutinised existing and proposed methods and procedures.
• Maintained accurate records to simplify information flow between customer service and account management teams.
• Used outstanding problem-solving and communication skills to appease dissatisfied customers.
• Trained junior agents on customer service excellence, boosting customer satisfaction rates.

• Calculated premiums based on medical information and other factors unique to specific client.
• Kept up with changes in insurance markets to accurately answer client questions and give suitable recommendations.
• Educated clients on risk management and helped devise ways to mitigate risks.
• Exhibited positive brand ethos and integral values in internal and external correspondence.
• Handled insurance queries from thequotation stage to renewal.
• Verified protection products functioned as per client agreements by working closely with hospitals.

• Responded to customers' complaints in a professional and effective way
• Approached customer service with a positive attitude and helpful demeanour.
• Built lasting relationships with clients through customer service interactions.
• Collected and processed payments.
• Helped to prevent further recurrence of recorded issues by recommending corrective action.
• Communicated customer feedback through appropriate channels to help fuel continuous improvement.
• Took ownership of customer correspondence to deliver exceptional customer service levels.
• Responded to customer feedback within target timescales.