TANVI MATHUR
Hoppers Crossing,Australia
Summary
Mid-level Case Manager and Analyst with 5+ years of experience interacting with customers and organizing data. Detail-oriented professional recognized by peers for my effective analytical and communication skills. Looking to apply my experience with BI Tool and System Design and Data and Analytics.
Overview
4
4
years of professional experience
Work History
Case Manager - Trustee Support
MUFG Pension & Market Services
Melbourne, VIC
12.2023 - Current
- Provided excellent customer service as the primary point of contact for client/fund inquiries
- Took charge of key internal relationships, ensuring delivery of exceptional client service.
- Streamlined SLA reporting process in collaboration with internal teams
- Maintained a consistently high standard of written and verbal communication in correspondence with Trustee.
- Efficiently investigated, responded to, and resolved escalated queries in a prompt manner
- Stay informed about the latest developments in superannuation legislation and trends
Hub Specialist - Case Manager
MUFG Pension & Market Services
Melbourne, Australia
01.2023 - 12.2023
- Implemented efficient workflow management strategies to minimize delays and meet agreed upon Fund service level agreements
- Ensured regular and proactive follow-up, taking ownership of claims to drive outcomes through frequent phone contact
- Ensured consistent delivery of exceptional work results, minimizing errors and breaches across the team and effectively contributing to department achievements.
- Maintained adherence to all legislative, financial, policy, procedural and quality standards.
Quality Analyst
MUFG Pension & Market Services
Melbourne, Australia
07.2023 - 08.2023
- Created and upheld a Quality Assurance plan with the assistance of Team Leaders and Training Lead
- Achieved compliance by monitoring and evaluating mandatory calls/transactions based on the Quality Assurance plan; informed Team Leaders, Coaches, and Training Lead of outcomes
- Maintained awareness of current industry developments, displaying drive and determination
- Complying with MUFG Pension & Market Services Privacy a policy and procedures.
Customer Service Officer
MUFG Pension & Market Services
Melbourne, Australia
06.2022 - 01.2023
- Delivered excellent customer service by addressing member's needs and concerns via inbound calls
- Enhanced members' lives by actively listening to their needs and demonstrating empathy and compassion in every interaction.
- Offered comprehensive support regarding members' superannuation products and transactions.
- Sought out high-level member demands and conducted thorough investigations into complex queries.
Business Analyst
S&P Global India Pvt. Ltd.
Ahmedabad, India
01.2020 - 11.2021
- Executed stand-alone tasks and transactions according to predetermined procedures and detailed instructions.
- Ensured accuracy of data entry and editing in work tools according to established guidelines and checklists.
- Produced reports on a daily basis using reporting tools to outline completed work
- Ensured accurate data by identifying and rectifying errors during extraction process
- Demonstrated consistent success in delivering exceptional results by consistently achieving predefined individual and team targets.
- Achieved efficient completion of tasks by coordinating with relevant departments
- Maintained high standards of quality and performance through vigilant supervision.
- Utilized understanding of operational concepts and tools to successfully execute assignments.
Education
Master of Business Information System - Business Analysis
Oct 2021 - May 2024
Bachelor of Commerce - Accounting
Ahmedabad University, India
Company Secretary - Company Law, Taxation, Auditing and Management Accounting
ICSI, India
Skills
- Data analytical skills
- SQL queries
- MS Excel
- Spyder
- Python Software
- PowerBI
- Jira software
- Case Management
- Agile Methodology
- Agile Development
- Scrum processes
- Backlog management
Languages
English
Professional
Hindi
Professional
References
References available upon request.
Timeline
Case Manager - Trustee Support
MUFG Pension & Market Services
12.2023 - Current
Quality Analyst
MUFG Pension & Market Services
07.2023 - 08.2023
Hub Specialist - Case Manager
MUFG Pension & Market Services
01.2023 - 12.2023
Customer Service Officer
MUFG Pension & Market Services
06.2022 - 01.2023
Business Analyst
S&P Global India Pvt. Ltd.
01.2020 - 11.2021
Master of Business Information System - Business Analysis
Oct 2021 - May 2024
Bachelor of Commerce - Accounting
Ahmedabad University, India
Company Secretary - Company Law, Taxation, Auditing and Management Accounting
ICSI, India
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