Marketing, Administrative Department, Customer service departments Resume

Candidate Pitch:

Detail-oriented marketing and client support professional with over 5 years of experience delivering exceptional service in finance and customer support at global firms like JP Morgan Chase and Willis Towers Watson. Proficient in managing client events, crafting marketing materials, and generating data-driven insights for strategic decision-making. Adept at streamlining processes and implementing analytical strategies to drive tangible results in dynamic, fast-paced environments. Investor Relations - Associate / Marketing Analyst Jun 2020 – Mar 2025 JP Morgan Corporate and Investment Bank, Mumbai, India •Managed client data for over 100 high-value clients, updating CRM records with communications, account changes, and documentation, enabling sales teams to prioritize client engagement and business development. •Coordinated international client events, issuing visa invitation letters for 100+ attendees per conference, ensuring accurate and confidential communication for seamless travel and event success. •Collaborated with design and research teams to produce marketing materials (agendas, invites, banners) for forums, conferences, and bespoke programs, boosting global investor participation and earning positive feedback for expert insights. •Developed Excel-based reports to track attendance, engagement, and client feedback for investor events, delivering monthly and yearly performance reports with actionable insights for management. •Created presentations analyzing revenue and touchpoints by country, region, and salesperson, providing data-driven evidence to support budget increase requests and team performance discussions. •Partnered with Asia-Pacific Investor Access teams to resolve discrepancies, ensuring accurate data capture and seamless reporting through visualization tools. •Automated components of the Investor Relations framework, developing SOPs to ensure 100% regulatory compliance, saving team time and enhancing operational visibility for management. Senior Advisor Nov 2016 – Jun 2020 Willis Towers Watson, Mumbai, India •Prepared renewal reports and market presentations, supporting client relationship managers with policy, invoice, claims, and RFQ documentation for seamless client interactions. •Maintained claim reports for 200+ clients, optimizing processes by eliminating redundant steps, earning the GB-i Applaud Award (2018) for reducing processing time by 20% and improving workflow efficiency. •Managed real-time transaction and contract records, resolving 100% of renewal and invoice queries within SLA timelines, supporting account managers and UK teams. •Trained and mentored new hires on documentation processes, conducting quality checks and serving as the primary point of contact to ensure accuracy and compliance. Digital Marketing British Columbia Institute of Technology (BCIT) In Progress (Dec 2025) Master of Commerce, Accounting and Finance, Aug 2016 – Jun 2018 University of Mumbai, Mumbai, India Bachelor of Commerce, Banking and Insurance Jun 2013 – Apr 2016 University of Mumbai, Mumbai, India Data Visualization Tools: Qlik Sense, FactSet, Google Analytics CRM & Productivity Tools: Salesforce, HubSpot, MS Office, Concur, SharePoint, Zoom, Teams, EventCenter, BytheSell