Vaibhav Kalantri
@vaibhavkalantri
Experienced Customer Service Associate with a focus on financial solutions.
What I'm looking for
I am an experienced Customer Service Associate with over 6 years in credit adjudication, risk management, and customer relationship management. My expertise lies in streamlining operations and enhancing customer satisfaction through tailored financial solutions. I have a proven track record of improving workflows and leveraging CRM systems to drive organizational success.
Throughout my career, I have worked with leading financial institutions, advising clients on financial products and helping them understand loan terms and repayment options. My role as a Fraud Specialist at JPMorgan Chase involved collaborating with cross-functional teams to streamline credit application processes, resulting in a 10% reduction in loan approval time. I am dedicated to fostering productive relationships and delivering proactive administrative support to senior leadership.
My educational background includes a Post-Graduate Certificate in Financial Planning Services from Conestoga College and a Post-Graduate Diploma in Management from IFMR Krea University. I am continuously seeking to enhance my skills and knowledge in financial analysis and regulatory compliance to support business objectives effectively.
Experience
Work history, roles, and key accomplishments
Fraud Specialist
JPMorgan Chase & Co.
Feb 2023 - Apr 2023 (2 months)
As a Fraud Specialist, I advised clients on financial products, streamlined credit application processes, and monitored transactions for potential risks. I enhanced customer satisfaction by matching clients with suitable financial solutions and educating them on credit improvement.
Senior Executive
Whitehat Technology Pvt Ltd
Jun 2020 - Jan 2023 (2 years 7 months)
In my role as Senior Executive, I facilitated customer education sessions, enhanced operational workflows, and developed a customer follow-up system that improved client retention. I also managed a team and tracked customer feedback to optimize service delivery.
Deputy Manager
IndusInd Bank
Feb 2020 - May 2020 (3 months)
As Deputy Manager, I managed high-value client portfolios, conducted financial advisory meetings, and ensured compliance with banking regulations. I trained team members and identified cross-selling opportunities to enhance client satisfaction.
Risk Manager
Bajaj Finance Limited
May 2018 - Sep 2019 (1 year 4 months)
As a Risk Manager, I developed customer success strategies, conducted credit risk assessments, and monitored customer credit status. I collaborated with teams to enhance risk management strategies and supported financial advisors in implementing plans.
Executive
Anik Industries Ltd
Jun 2014 - Jun 2016 (1 year 11 months)
In my role as Executive, I processed customer transactions, conducted performance appraisals, and coordinated across departments to improve service delivery. I analyzed customer feedback to identify opportunities for service improvement.
Education
Degrees, certifications, and relevant coursework
Conestoga College
Post-Graduate Certificate, Financial Planning Services
2023 - 2024
Pursuing a Post-Graduate Certificate in Financial Planning Services, focusing on comprehensive financial planning strategies and client relationship management.
Conestoga College
Post-Graduate Certificate, Project Management
2023 - 2023
Completed a Post-Graduate Certificate in Project Management, emphasizing project planning, execution, and management skills.
IFMR Krea University
Post Graduate Diploma, Management
2016 - 2018
Obtained a Post Graduate Diploma in Management, focusing on various aspects of business management and strategic decision-making.
Devi Ahilya Vishwavidyalaya
Bachelor of Commerce, Commerce
2011 - 2014
Earned a Bachelor of Commerce degree, covering essential topics in commerce, finance, and business administration.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
Skills
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