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Banking Operations & Escalation Delivery Advisor
anking, onboarding & operations professional with 15+ years' experience in fintech, insurance and financial services.
IndiaBanking Operations & Escalation Delivery Advisor at League Data
Managed 40+ daily L1/L2 inquiries across tickets, phone and chat with high documentation accuracy and SLA adherence. Improved ticket triage efficiency by 30% through structured categorization and workflow optimization.
ServiceNowJiraTroubleshootingSLA ManagementDocumentationWorkflow OptimizationCustomer SupportEscalation Management
Led Tier 2/Tier 3 escalation delivery for retirement products, annuities and investment accounts, resolving high-stakes cases within SLA and compliance standards. Improved case resolution turnaround by 18% through workflow redesign and documentation improvements.
Escalation ManagementCRM
Pursued a Bachelor of Commerce and an MBA in Finance at Saurashtra University.
Handled critical escalations for pension plans, RRSP, TFSA, and employer-sponsored benefits, ensuring accurate and compliant case handling. Reduced repeat escalation cases by 22% through root-cause analysis and SOP improvements.
SalesforceServiceNowEscalation ManagementRoot Cause AnalysisSOP ImprovementComplianceCustomer Experience
Processed mortgage credit applications and provided support for loan services.
Managed branch operations and supervised staff to ensure efficient banking services and customer satisfaction.
Oversaw retail banking operations, managed customer relationships, and ensured compliance with banking regulations.