Summary
Overview
Work History
Education
Skills
Accomplishments
Skillsandproficiency
Personality Traits
Activities
Personal Information
Languages
References
Hobbies and Interests
Timeline
Generic

Savi Shaji

Thomastown

Summary

Seeking a Senior Associate role in Investment Distribution Services, leveraging my experience in transfer agency, client servicing, and team management to ensure efficient daily operations and high-quality customer service

Overview

8
8
years of professional experience

Work History

Associate 2

State Street Ireland Ltd
02.2022 - Current
  • Handling investor queries on calls and emails.
  • Validating or resolve discrepancy as per client specific guidelines.
  • Be response for the establishment of external client/ investor/interest party as we are the point of contact.
  • Escalate unresolved issues to management as required.
  • Monitor upcoming client deliverables.
  • Ensure adherence to standard operating procedures and share knowledge across the team.
  • Data protection and handling sensitive clients.
  • Report generation as per KPI.
  • Liaising internally with dealing, Capstock, payment, and settlement team for trade-related queries..

CUSTOMER ADVISOR – WFH

ABTRAN
09.2021 - 02.2022
  • Work area in brief: HSE PROCESS
  • Client servicing
  • Data Protection
  • Handling customer queries on calls and emails
  • Data cleansing and uploading them on the HSE portal

Deputy Manager II

ICICI BANK LTD
01.2020 - 07.2021
  • Lead Generation from open market
  • Relationship building at branch level and generating business through mapped branches
  • Coordinating with ETRG and WEALTH teams to close mortgage deals
  • Handling builder sites on weekends to generate business and personally meeting their clients to analyzing their funding eligibility
  • Conversion of assigned leads and updating in CRM on a regular basis
  • Managing the mapped client’s investment and portfolio by providing one - on - one services when meeting the client to understand assets, expenses to provide long term and short term financial plan
  • Legal and technical aspects of mortgage industry
  • Documentation (Collating customer pertain official papers)
  • Report Generation (Case overview)
  • Loan disbursement procedures

DSA – Sales

Indiabulls Housing Finance Limited
05.2018 - 01.2020
  • Personal meeting and client servicing (Sourcing prospective customer)
  • Handling retail and high value cases
  • Assessing customer profile and funding eligibility
  • Hiring and training business associates
  • Legal and technical aspects of mortgage industry
  • Documentation (Collating customer pertain official papers)
  • Report Generation (Case overview)
  • Loan disbursement procedures

Intern

Bigtree Entertainment Private Limited (Bookmyshow)
02.2017 - 05.2017
  • Client Servicing
  • Hiring and Training Interns
  • Team Management
  • Reports

Education

MBA - Marketing and Finance

ICFAI University Jaipur
01.2018

B.Com. - Accountancy

Mumbai University
01.2016

12th - Commerce

CBSE
01.2012

10th -

CBSE
01.2010

Skills

  • MS-OFFICE

Accomplishments

  • Awarded bravo points by team member for my work in State Street
  • Runner in a football tournament held in Limerick July 2024
  • Band Competition winner in India 2021
  • Best Performer ICICI BANK JAN 2021 Mortgage Wealth Segment
  • IBSAF Award for best Summer Internship Project MBA 2016-18
  • Head Boy of Mary Mount Public School & Junior College for the year 2011-2012
  • 2nd place in district basketball tournament held in 2009
  • 2nd place in cricket tournament conducted by Antophill Forane 2016
  • 1st place basketball tournament central Kerala Sahodaya CBSE games held in 2009
  • Band competition 1st place conducted by Kalyan Eparchy Youth in 2015
  • Several achievements in Football during graduation and post-graduation

Skillsandproficiency

MS-OFFICE

Personality Traits

  • Confident
  • Flexibility
  • Resilience
  • Empathy
  • Creativity
  • Patience

Activities

  • Football
  • Cricket
  • Basketball
  • Badminton
  • Band member
  • Play instruments [Piano, Drums, Chenda, Percussions]

Personal Information

  • Date of Birth: 05/13/94
  • Nationality: Indian

Languages

  • English
  • Hindi
  • Malayalam

References

  • Ann O Reilly, Vice President TA Operations State Street, aoreilly@statestreet.com
  • William Neil, Officer State Street, nwilliams1@statestreet.com
  • Avinash Prasad, RHM - ICICI BANK LTD, avians.p@icicibank.com, +91 8451050451
  • Chandan Kumar RHS, ICICI BANK LTD, Chandan.Kumar1@icicibank.com, +917506668669

Hobbies and Interests

  • Travelling
  • Music
  • Watching & playing sports
  • Cooking
  • Reading

Timeline

Associate 2

State Street Ireland Ltd
02.2022 - Current

CUSTOMER ADVISOR – WFH

ABTRAN
09.2021 - 02.2022

Deputy Manager II

ICICI BANK LTD
01.2020 - 07.2021

DSA – Sales

Indiabulls Housing Finance Limited
05.2018 - 01.2020

Intern

Bigtree Entertainment Private Limited (Bookmyshow)
02.2017 - 05.2017

MBA - Marketing and Finance

ICFAI University Jaipur

B.Com. - Accountancy

Mumbai University

12th - Commerce

CBSE

10th -

CBSE

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Savi Shaji