Amrit Bhoutika
Dublin
Summary
I am an internationally experienced Client Service professional with over six years of experience in the asset management and banking sectors. With strong communication and interpersonal skills, I excel at building relationships and delivering exceptional client support. I am highly proficient in Microsoft Excel and the full Microsoft Office suite, using my technical expertise to enhance processes and client experiences. A hardworking and goal-oriented individual, I am eager to advance my career in Dubai and contribute my global experience and dedication to new opportunities. Currently based in Dublin.
Overview
7
7
years of professional experience
Work History
Client Service Analyst
Amundi Asset Management
Dublin
05.2023 - Current
- Developed a comprehensive client support model (Operations Memo) for the ALTO Risk and Front Office application platform, a SaaS-based solution
- Led the onboarding of major clients onto the ALTO Portfolio Analysis platform, ensuring a seamless transition and successful implementation
- Managed complex business requirements for new clients, effectively negotiating and aligning their needs with internal capabilities
- Oversaw client migration projects, ensuring smooth transitions while minimizing operational risks
- Analyzed and processed change requests from existing clients, preparing detailed budgets and impact assessments
- Delivered in-depth demonstrations of ALTO Investment Compliance products to both new and existing clients, showcasing key functionalities and benefits
- Provided ongoing support by addressing client issues, collaborating with internal stakeholders to ensure timely resolution
- Assisted clients in coding regulatory and statutory rules, including UCITS and AIFMD, ensuring compliance with industry standards
- Managed service level agreements (SLAs), overseeing key performance indicators (KPIs) and leading monthly service review meetings with clients
Transaction Management Consultant
Royal Bank of Canada
Dublin
12.2019 - 04.2023
- Company Overview: Albany Beck
- Served as the primary point of contact for a diverse global client base, including clients from Japan, India, Switzerland, the United States, and Italy, ensuring prompt, professional, and accurate responses to daily inquiries
- Played a key role in a large-scale custody platform migration, successfully managing the transition for numerous clients
- Collaborated with internal and external teams to analyze, plan, and implement process improvements, enhancing service delivery and client satisfaction
- Proactively identified opportunities for process optimization, leading to the implementation of best practices and increased operational efficiency
- Maintained up-to-date knowledge of international trade settlement standards and processes, advising clients accordingly
- Prepared monthly reports analyzing settlement activities, identifying errors causing trade delays, and providing risk assessments
- Managed bank loan cash and position reconciliations, addressing investment manager queries, performing callbacks, and investigating consolidated cash reports
- Albany Beck
Hotel Front Desk
Green Isle Hotel
Dublin
08.2019 - 12.2019
- Welcomed, checked in, and checked out guests, managing the invoicing and payment process
- Addressed guest and phone queries promptly and efficiently, improving response time and customer satisfaction
- Liaised with the Accommodation department to ensure room status updates, maintaining operational efficiency
Banking Operations Administrator
Permanent TSB
Dublin
07.2018 - 01.2019
- Serviced mortgage accounts and related legal security, ensuring compliance with pre and post mortgage application requirements, enhancing operational efficiency
- Linked and updated customer and mortgage account records, improving data accuracy and reducing errors
- Managed and resolved customer complaints, achieving a high customer satisfaction rate
Education
Master of Business Administration -
Dublin Business School
Dublin, Ireland09.2018
Bachelor of Business Administration -
Jadavpur University - J.D Birla Institute of Management
Kolkata, India06.2017
Higher Secondary - Indian School Certificate
Don Bosco School, Park Circus
Kolkata, India06.2014
Skills
- Client Relationship Management: Building and maintaining strong client relationships
- Client Support Model Development: Setting up comprehensive client support models
- Financial Expertise: Knowledge in asset management and banking sectors
- Investment Compliance: Understanding of UCITS and AIFMD regulations
- Technical Proficiency: Proficient in Microsoft Office and ALTO Investments applications
- Basic SQL Knowledge: Familiar with SQL for database management
- Communication: Effective communication and public speaking skills
- Team Collaboration: Strong team player, able to work under pressure
Timeline
Client Service Analyst
Amundi Asset Management
05.2023 - Current
Transaction Management Consultant
Royal Bank of Canada
12.2019 - 04.2023
Hotel Front Desk
Green Isle Hotel
08.2019 - 12.2019
Banking Operations Administrator
Permanent TSB
07.2018 - 01.2019
Master of Business Administration -
Dublin Business School
Bachelor of Business Administration -
Jadavpur University - J.D Birla Institute of Management
Higher Secondary - Indian School Certificate
Don Bosco School, Park Circus
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