Goransh Ahuja

Associate Consultant

New Delhi, Delhi, India4 yrs 4 mos experience

Highly Stable

Key Highlights

Proven expertise in financial services and client management.
Strong background in operations management and process improvement.
Skilled in fostering client relationships and enhancing customer satisfaction.

Stackforce AI infers this person is a Financial Services professional with strong operational and client management skills.

Contact

Skills

Core Skills

Financial ServicesClient ManagementBankingCustomer Management

Other Skills

ACH PaymentsAccount ManagementAccountingActive ListeningAdministrationAnnuitiesAnti-Money LaunderingBig-Picture ThinkingBusiness AnalysisBusiness Concept DevelopmentBusiness DevelopmentBusiness Intelligence (BI)Business ManagementBusiness PlanningBusiness Strategy

About

A multi-faceted professional accustomed with proven skills targeting for challenging & rewarding opportunities in Management/Operations/ with an organisation of high repute. To make meaningful impact in all facets of life, corporate and otherwise, by using the knowledge and skills gained from educational studies and work experiences to pave way for a continuous organizational growth. I am keen to work in a dynamic, fast-paced and entrepreneurial environment as well.

Experience

4 yrs 4 mos

Total Experience

3 yrs

Average Tenure

1 yr 4 mos

Current Experience

Ameriprise financial services, llc

Financial Analyst

Jan 2025 – Present · 1 yr 4 mos · Gurugram, Haryana, India · Hybrid

Assist financial advisors in servicing clients through operational and analytical support.
Ensure new business paperwork is successfully prepared & submitted. E.g. MAAR applications, e-forms etc.
Protect Client data and confidentiality; prioritize and perform work in accordance with established processes /procedures.
Client outreach functions.
Manage administrative client correspondence through emails and phone to ask them to sign up for Total view, Secure Site, e-Signature, e-delivery.
Contact client to gather factual, client-level profile information, such as age address, income and marital status.
Contact client to confirm existing (not new) account-level information such as liquidity needs, risk tolerance, investment timeframe, for suitability purposes.
Assist clients in data gathering for FP through emails.
First point of contact regarding service issues, troubleshooting, and enter complex service requests into appropriate systems for resolution.
Educate clients and advisors on newly implement services, systems, or procedures for efficient self-service.
Process complex service transactions, or resolve account service casework, which have been initiated by web-based or paper forms utilizing computer applications in a timely manner to meet/exceed Service goals.
Participate in Team meetings, huddles, and brainstorming sessions to discuss process updates, operational issues and identify process improvement opportunities.

Financial AnalysisClient RelationsData AnalysisOperations ManagementFinancial ServicesClient Management

Barclays

Personal Banker

Jan 2022 – Jan 2025 · 3 yrs · Noida, Uttar Pradesh, India · Hybrid

Key Responsibility Areas:
Maintained constant presence on providing updates to the clients regarding their accounts.
Approaching the clients and to initiate conversations to bring their accounts up to date and in a good standings.
Recommending appropriate ways and to direct the customers with the correct information of their accounts.
Assisting the customers by providing the resolutions to them for their concerns and queries.
Ability to demonstrate a level of mastery and confidence of my knowledge.
Have cultivated the sense of compassion throughout in the entire team.
Ability to relate with different cultures and situations and to create a safe learning environment.