Jerome Phillips

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Jerome Phillips E-mail:[email protected] Mobile:+91-9611232163 Summary of Qualification: To pursue a career in an organization that provides a challenging environment and allows me to grow both professionally and as a successful individual where team handling skills, analytical skills, expert technical skills, and presentation skills, extensive knowledge of process and hardware products will be fully utilized and further developed. Professional Experience: Currently associated with “HSBC” in Asset Management Group, Bangalore since April 2011, as Associate Analyst. Aviva Global service (WNS) – Bangalore since April 2005–April 2011. Brief Synopsis: A competent professional with over 4+ years of qualitative experience in data management and financial analysis and process improvements and 6 years’ experience in BPO industry as Senior Customer Associate. Presently working with HSBC as Associate Analyst. Possess in depth knowledge of financial reporting and Data management in relevant markets with good excel and analytical skills. An effective communicator with excellent relationship management and interpersonal skill. The Accountabilities Knowledge on Bloomberg and Morningstar product. UAT testing on CADIS Database. Review and address specific data from the data ingest into CADIS in line with agreed targets. Documentation of new processes.

Transcript of Jerome Phillips

Page 1: Jerome Phillips

Jerome PhillipsE-mail:[email protected]:+91-9611232163

Summary of Qualification:

To pursue a career in an organization that provides a challenging environment and allows me to grow both professionally and as a successful individual where team handling skills, analytical skills, expert technical skills, and presentation skills, extensive knowledge of process and hardware products will be fully utilized and further developed.Professional Experience:Currently associated with “HSBC” in Asset Management Group, Bangalore since April 2011, as Associate Analyst.Aviva Global service (WNS) – Bangalore since April 2005–April 2011.

Brief Synopsis: A competent professional with over 4+ years of qualitative experience in data

management and financial analysis and process improvements and 6 years’ experience in BPO industry as Senior Customer Associate.

Presently working with HSBC as Associate Analyst.

Possess in depth knowledge of financial reporting and Data management in relevant markets with good excel and analytical skills.

An effective communicator with excellent relationship management and interpersonal skill.

The Accountabilities

Knowledge on Bloomberg and Morningstar product. UAT testing on CADIS Database. Review and address specific data from the data ingest into CADIS in line with agreed

targets. Documentation of new processes. Interaction with the counterparts on a regular basis. Reconcile the data from two data base. Creation of new accounts in the database and Adhering to Ad Hoc request. Assisting the fund manager with regard to trading support.

SENIOR CUSTOMER ADVISOR

Training the new agent on organizational culture of the process through Icebreaker, interactive business game to level that to a comfortable ground.

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Call recording workshop with includes listening skill, understanding, analyses of the call type & interpretation and open for feedback by the agents. Listening to live call also has similar nature.

Played a key role in formulating a call evaluation scoring matrix which divided into five sections which are opening of the call, call handling, quality of response, customer service, close, voice & accent & technical.

Call monitoring would include clarity of speech, understandable, welcoming, use of customer name, self-introduction, security checks done, fresh, energetic, smiling, sincere enthusiastic, pace & pitch active listening, confidence & summary, conversation fluent & grammatically correct, uses of tenses, singular/plural/ gender/ proposition /articles.

Avoid using MTI, fillers, pauses, repetition, dead air, distorting meaning etc.

Achievements:

Star of the Month Certificate of Excellence for Outstanding Contribution (Over-all Performance) in the Team. Highest Rate Award five times out of six appraisals conducted during tenure in the organization. Trainer for fresher’s in Hyderabad for a US Credit Card Company.

Education:

Bachelors of Commerce (2002-2003)

Computer Skills:

Ms-Office – V-Lookup, Pivot Table etc Working knowledge of Windows 2000/2003

Good working knowledge on MS Word, MS PowerPoint

Good knowledge on internet and search engines

Strength:

Strong organizational and planning skills Strong working knowledge of operational controls for compliance of governing rules and

regulations. Good communication skill (both verbal and written) Strong leadership and decision-making skills Ability to manage multiple priorities

Personal Details:

Date of Birth      : 23rd April 1982.Sex                     : MaleMarital status      : MarriedNationality         : IndianLanguages Know                 : English, Hindi, Tamil, and Kannada.

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Address                               :#1,Rakshane Mane, Vinayaka Street,Venkateshpuram Bangalore-45

Reference:

My references are available on request.

(Jerome Phillips)

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