Ravi Patel

Senior Platform Service Manager @7IM

London, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2023 — Present

Senior Platform Service Manager @7IM

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London, GB

Continuing tasks from a PSM* Manage the day to day running of the team – creating the team rota, training & development* Building a knowledge hub to enable accurate and timely responses to queries* Lead and organise the team in the undertaking testing of the platform for new releases and make recommendations for improvements to the process. Ensure test scripts are maintained and kept up to date* Make recommendations for changes and improvements to the platform.* Act as point of escalation for the Platform Service Managers Team* Liaising closely with relevant members of the Operations team to ensure full communication and understanding, minimising errors and maximising service levels* Allocating queries to the team* Call & Email Monitoring* Providing all new starter training and providing regular feedback to PSMs*

EDUCATION

2009 — 2012

University of Hertfordshire

Bachelor of Arts (B.A.) Business Information Systems, Business/Technology

SKILLS

Financial ServicesPersonal PensionsInterpersonal SkillsTeam MotivationFinancial AdvisoryIsaCommunicationTime ManagementCustomer SatisfactionTeam BuildingBuilding RapportCustomer ExperienceTeamworkMutual FundsFsaMultitaskingMicrosoft OfficeSalesCustomer SupportCustomer ServiceLife InsuranceMicrosoft WordOrganisation SkillsPensionsMicrosoft ExcelPowerpointRetailClient RelationsOffshore InvestmentsRelationship BuildingInvestmentsHigh Degree of Initiative

ABOUT RAVI PATEL

As a Senior Platform Service Manager at 7IM, I lead and support a team of Platform Service Specialists who provide exceptional customer service and technical support to our clients and advisers. I have over 10 years of experience in the financial services sector, where I have developed strong communicative, organisational, and problem-solving skills. I am passionate about delivering high-quality service and solutions that meet the needs and expectations of our stakeholders.I thrive in a dynamic and challenging environment, where I can apply my business and technology knowledge to enhance the platform service experience. I am always eager to learn new skills and procedures, and to collaborate with other teams and departments to achieve our common goals. I am reliable, diligent, and motivated, and I value teamwork, innovation, and customer satisfaction. I am open to look for opportunities to further grow and develop my career and help a compan to contribute to its success and reputation.

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Ravi Patel — Senior Platform Service Manager at 7IM in London, GB | Unifers