{ "$schema": "https://cvjson.com/schema/v1.json", "basics": { "name": "NEHA BHATIA", "label": "Head of Customer Service", "summary": "Highly motivated Customer Service Manager with more than 15 years of experience in wealth management, banking, and financial services. Proven expertise in customer service operations, client onboarding, KYC and regulatory documentation, complaint handling, and relationship management. Skilled in leading cross-functional teams, managing service operations, developing SOPs, and driving process improvements while ensuring compliance with regulatory and internal governance requirements. Experienced in supervising a team of two direct reports, delivering operational excellence, and building strong relationships with clients and internal stakeholders.", "location": "Dubai", "profiles": [ { "network": "LinkedIn", "username": "neha-bhatia-9b399b157", "url": "https://linkedin.com/in/neha-bhatia-9b399b157" } ] }, "work": [ { "company": "Daman Investments", "position": "Customer Service Manage", "startDate": "2023-10", "current": true, "highlights": [ "• Lead end-to-end customer service operations across client onboarding,account servicing, documentation follow-up, and escalations, ensuring responsive support and consistent service delivery.", "• Serve as the escalation point for customer complaints, coordinating resolution with internal stakeholders in line with service standards and resolution with internal stakeholders in line with service standards and regulatory requirements.", "• Support the wealth and asset management business with client communications, including corporate actions, notifications, marketing.", "• Partner with Compliance, Operations, Finance, Assets, and Relationship Managers to resolve servicing issues, manage pending documentation, and maintain client accounts effectively.", "• Coordinated employee administration activities, including end-of-service benefit processing, final settlements, and related documentation.", "• Oversee customer service reporting, complaint tracking, and process improvements to strengthen service quality and operational efficiency.", "• Supervise and support 2 direct reports, managing workload allocation, day to-day guidance, and team performance." ] }, { "company": "Seguro Private Wealth", "position": "Service & Operations Manager", "location": "Dubai", "startDate": "2018-12", "endDate": "2023-10", "highlights": [ "• Played critical interface between business and sustain teams.", "• Managed onboarding process and KYC, report generation, and query resolution for RMs and clients.", "• Recommended policy and procedure changes based on experience with similar situations.", "• Managed operational tasks of 20-person team.", "• Oversaw client node provisioning and workflow, developed and managed ticket escalation procedures." ] }, { "company": "ICICI Bank Ltd.", "position": "Customer Service & Operations Executive", "location": "Dubai", "startDate": "2014-06", "endDate": "2018-08", "highlights": [ "• Maintained branch customer relationships and resolved client queries within TAT per bank policies.", "• Handled branch operations and customer complaints, resolving conflicts effectively.", "• Contributed to team objectives with ideas and collaborative effort." ] }, { "company": "Kotak Mahindra Bank Ltd.", "position": "Assistant Sales Manager", "location": "Jodhpur, India", "startDate": "2013-03", "endDate": "2013-10", "highlights": [ "• Achieved sales targets in Jodhpur city.", "• Generated leads and acquired new clients for banking products.", "• Managed client relationships and customer service.", "• Received management appreciation for sourcing best lead worth INR 5 crores." ] }, { "company": "ICICI Prudential Life Insurance", "position": "Associate Financial Service Manager", "location": "India", "startDate": "2012-06", "endDate": "2013-03", "highlights": [ "• Generated bancassurance business leads from ICICI Bank.", "• Sold insurance policies and investment products.", "• Met sales targets under pressure with timely results." ] }, { "company": "SBICAP Securities Ltd.", "position": "Marketing Executive", "location": "India", "startDate": "2010-12", "endDate": "2012-02", "highlights": [ "• Acquired clients for D-mat & DP accounts.", "• Handled back-end activities during business close timings.", "• Maintained client data and sub ledgers using Excel.", "• Worked on investment products like Mutual Funds, SIPs, and ELSS." ] } ], "education": [ { "institution": "Department of Management Studies, JIET, Jodhpur, India", "degree": "Master of Business Administration", "field": "Marketing", "endDate": "2009" }, { "institution": "JNVU, Jodhpur, India", "degree": "Bachelor of Commerce", "endDate": "2007" } ], "skills": [ "Client Relationship Management", "KYC Compliance", "Operational Management", "Team Leadership", "Query Resolution", "Process Improvement", "Report Generation", "Ticket Escalation", "Sales Target Achievement", "Microsoft Office", "Customer Service", "Conflict Resolution", "Ability to manage tasks in a challenging environment.", "Ambitious with a desire for personal and career advancement.", "Strong verbal communication and organizational skills", "Team player but with ability to work independently as well.", "MS Office Package (Word, Excel & PowerPoint), Internet and E-mail applications" ], "awards": [ { "title": "Recognition at ICICI Bank", "summary": "Recognized on monthly review meets for smooth flow of operations tasks" }, { "title": "Best Service Manager Award at Seguro", "summary": "Awarded for query resolution and account activation" } ], "x-customSections": [ { "name": "Other", "items": [ { "name": "Computer Training", "summary": "100 Hrs. Computer Training from Aptech and NIIT" }, { "name": "Relevant Skills", "summary": "Ability to manage tasks in a challenging environment. Ambitious with a desire for personal and career advancement. Strong verbal communication and organizational skills. Team player with ability to work independently. MS Office Package (Word, Excel & PowerPoint), Internet and E-mail applications" } ] }, { "name": "Additional Information", "items": [ { "name": "Nationality", "summary": "Indian" }, { "name": "Languages", "summary": "English & Hindi" } ] } ], "availability": { "status": "open", "sponsorship": false }, "ats": { "keywords": [ "Customer Service Manage", "Daman Investments", "Service & Operations Manager", "Seguro Private Wealth", "Customer Service & Operations Executive", "ICICI Bank Ltd.", "Assistant Sales Manager", "Kotak Mahindra Bank Ltd.", "Associate Financial Service Manager", "ICICI Prudential Life Insurance", "Marketing Executive", "SBICAP Securities Ltd.", "Marketing", "Client Relationship Management", "KYC Compliance", "Operational Management", "Team Leadership", "Query Resolution", "Process Improvement", "Report Generation", "Ticket Escalation", "Sales Target Achievement", "Microsoft Office", "Customer Service", "Conflict Resolution", "Ability to manage tasks in a challenging environment.", "Ambitious with a desire for personal and career advancement.", "Strong verbal communication and organizational skills", "Team player but with ability to work independently as well.", "Recognition at ICICI Bank", "Best Service Manager Award at Seguro", "Computer Training", "Relevant Skills", "Nationality", "Languages", "Head of Customer Service" ], "yearsOfExperience": 3, "seniority": "lead", "highestEducation": "Master's" }, "verification": { "email": true, "platform": "freecv.org" }, "meta": { "version": "1.2.2", "canonical": "https://livelink.cv/neha-bhatia/cv.json", "lastModified": "2026-07-20T09:39:54.433Z", "generator": "FreeCV.org" } }