Summary
Overview
Work History
Education
Skills
Accomplishments
Portfolios
Timeline
Generic

Avinash Krishnamoorthy

Mooneeponds,Australia

Summary

Proactive and client-focused professional with over seven years of experience in financial services, client onboarding, and customer relationship management. Demonstrates strong problem-solving skills, exceptional communication abilities, and a commitment to delivering outstanding customer experiences. Adept at adapting to dynamic roles, managing multiple priorities, and contributing to operational excellence.

Overview

7
7
years of professional experience

Work History

Customer Service Officer

MUFG
Melbourne, VIC
02.2025 - Current
  • Handled a high volume of customer inquiries via phone, email, and in person, resolving issues, and providing accurate information.
  • Resolved customer complaints and escalated issues to appropriate personnel, ensuring timely and satisfactory resolutions.
  • Maintained accurate records of customer interactions and account information.
  • Provided product information and assisted customers with orders, returns, and exchanges.
  • Utilized CRM software to manage customer data and track interactions.
  • Collaborated with other departments to ensure seamless customer experiences.

Client Onboarding Specialist

JP Morgan Chase & Co
Bangalore, India
02.2023 - 08.2024
  • Served as the primary point of contact for client onboarding, managing communications via phone and email to ensure seamless service delivery
  • Conducted detailed reviews of client accounts to ensure compliance with KYC/AML regulations
  • Addressed client inquiries with a proactive and solutions-oriented approach, fostering trust and long-term relationships
  • Maintained accurate records of client interactions and documentation, adhering to regulatory compliance standards
  • Collaborated with internal teams to identify and resolve bottlenecks, ensuring timely execution of client requests
  • Earned recognition for exceptional service quality and process improvement initiatives
  • Trained junior team members on best practices in client onboarding and documentation

Process Specialist

The Einfach Group
Bangalore, India
07.2020 - 02.2023
  • Handled client communications via phone and email, providing prompt updates on service status and resolving inquiries effectively
  • Worked closely with cross-functional teams to support operational goals and deliver value-added services
  • Improved documentation processes, ensuring accurate and up-to-date client records
  • Demonstrated adaptability by taking on additional responsibilities, such as process optimization and team training
  • Successfully increased client satisfaction scores by 15% through enhanced communication strategies
  • Conducted regular follow-ups to ensure clients were updated on the status of their requests

Senior Analyst

Mr. Cooper
Chennai, India
05.2018 - 07.2020
  • Managed the reverse mortgage loan process, ensuring strict adherence to regulatory standards and internal guidelines
  • Reviewed and ensured timely submission of loan documents, maintaining operational efficiency at 130% of productivity benchmarks
  • Managed client communications, providing updates on account statuses and resolving escalations
  • Contributed to the development of best practices for client onboarding and risk assessment
  • Identified and mitigated potential risks through thorough data analysis and documentation
  • Collaborated with legal and compliance teams to address complex client cases effectively

Education

Bachelor of Engineering - Civil Engineering

Mahendra Engineering College
India
01.2018

Skills

  • Customer service
  • Regulatory compliance
  • Client onboarding
  • Process optimization
  • CRM software
  • KYC/AML procedures
  • Documentation and reporting
  • Complaint handling
  • Active listening
  • Time management
  • Interpersonal skills
  • Tools: Power BI, Salesforce, LexisNexis, and Microsoft Office Suite

Accomplishments

  • Operational Excellence Award, JP Morgan Chase & Co., 2023
  • Service Excellence Award, The Einfach Group, 2021
  • Top Performer Award, The Einfach Group, 2022
  • Employee of the Month, Mr. Cooper, 2019

Portfolios

linkedin.com/in/avinash-k-23799214b

Timeline

Customer Service Officer

MUFG
02.2025 - Current

Client Onboarding Specialist

JP Morgan Chase & Co
02.2023 - 08.2024

Process Specialist

The Einfach Group
07.2020 - 02.2023

Senior Analyst

Mr. Cooper
05.2018 - 07.2020

Bachelor of Engineering - Civil Engineering

Mahendra Engineering College

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Avinash Krishnamoorthy