Deepak Soni
Aspiring Business Analyst | SQL | Excel | Power BI | Data Modeling | Power Query | Tableau
- Role
- Senior Operations Associate at WNS
- Location
- Pune Camp, MH, IN
- LinkedIn followers
- 500 followers
Experience
Senior Operations Associate
Feb 2022 — Present · Pune, IN
Fund Management: Process of fund switching based on policyholders through their preferences.Client Communication: Delivered clear and concise information regarding fund options, performance, and market trends.Advisory Support: Assisted financial advisers with up-to-date fund information to aid in their client recommendations.Problem Resolution: Addressed and resolved policyholder inquiries and issues related to fund management.Documentation: Maintained accurate records of client interactions and fund switches in compliance with company policies.
Education
Poona College Of Arts Science & Commerce - India
Bachelor of Commerce - BCom, Accounting and Finance
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