Sai Kiran Kanchanapally
Hyderabad
Summary
Experienced associate analyst finance with around 1 year in the Tech Mahindra, seeking a leadership role to leverage expertise in operations, team management, and customer satisfaction to drive growth and enhance service quality. PROFESSIONAL SUMMARY Boasting around 1 year of hands-on experience in the company sector, focusing on analyzing the given data, client relations, and maintaining rigorous quality and standards. Overseeing daily operations, team management, and ensuring top-notch quality. Pioneered workflow guidelines training, set transparent performance benchmarks, and attending professional growth training programmes. Demonstrated ability in formulating procedures, defining service standards, crafting operational policies, and implementing gathering and analyzing the data, creating reports and communicating with clients. Hands-on experience in ensuring the highest standards of service quality, always with a focus on total client satisfaction. Showcases exemplary leadership qualities, adept time management, and a proven ability to perform efficiently under high-pressure situations. Championed the enhancement of service and standards through training, ensuring adherence to organizational standards and driving strategies.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Associate analyst
Tech Mahindra
India
08.2023 - Current
- Client Satisfaction: Ensuring the utmost satisfaction standards of key clients
- By understanding their needs, providing exceptional service, and promptly addressing all concerns aim to foster long-term relationships that lead to client retention and loyalty
- Meeting Targets: Responsible for meeting targets assigned to me
- By delivering value and aligning offerings with the client's business objectives, contribute significantly to the company's overall success
- Strategic Account Planning: Developing and executing strategic account plans
- These plans outline the steps that take to achieve mutual goals, such as revenue growth, customer satisfaction, and market expansion
- Explore client investment opportunities: Reviewing the client’s investment opportunity and suggesting them possible better investments to help them expand their wealth
- Risk Management: Identify and manage potential risks within key accounts
- Proactively addressing issues that may arise and developing contingency plans to minimize negative impacts on the client relationship
- The objective is to ensure seamless service delivery and a unified approach to meet client needs effectively
- Identify opportunities and potential threats, ensuring stay one step ahead in client interactions
- Data-Driven Decision Making: Utilizing the client’s financial data and analytics analyzing key metrics, market trends, and performance data, make informed strategic decisions, identify areas for improvement, and quantify the value that bring to clients
- Key Responsibilities
- Led and supervised day-to-day operations, with the ability to fill in team roles during absences
- Analyzing and reviewing investment opportunities
- Maintained high service and customer satisfaction standards across all the queues
- Leveraged interpersonal skills to lead and influence the team; consistently promoted trust, respect, and cooperation among members
- Identifying trends in financial performance and provide recommendations for improvement
- Prioritized exceptional client’s service, actively understanding client needs and using feedback to make improvements
- Set clear performance standards for subordinates and regularly assessed performance, offering constructive feedback
- Introducing new ideas which could help the team and work environment efficiently
- Coordinate with other members of the finance team to review financial information.
Education
Post Graduation Diploma - Management in Finance
Siva Sivani Institute of Management
Hyderabad, India2023
Skills
- TECHNICAL ACUMEN
- Internal tools and software
- MS-Office Suite (Outlook, Word, Excel and PowerPoint)
- AREA OF EXPERTISE
- Operational Leadership
- Team Management
- Client Relations
- Attention to detail
- Analytical skills and problem solving
- Experience in financial modelling forecasting and data analysis
- Financial analysis
- Strategic Planning
Accomplishments
- Got promotion internally during 2024
- Worked with different workflows to improve knowledge in various streamlines
- Received Rewards and Recognitions as a top performer among the team
- Conducted team huddles and trained new joiners on understanding the workflow, conducting PKTS, Refresher sessions to clarify doubts.
Languages
Certification
Junior research analyst at Hedge group of companies
Timeline
Associate analyst
Tech Mahindra
08.2023 - Current
Post Graduation Diploma - Management in Finance
Siva Sivani Institute of Management