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Nainesh Lotia

Nainesh Lotia

Is Analyst

SS&C GlobeOp


Is Analyst at SS&C GlobeOp


SS&C GlobeOp

Is Analyst

Career medium 04


Executive Analyst

I am doing PGDBM in Finance from Atharva Institute of Management Studies. I have done well in academics in PGDBM and being immensely interested in research or risk profile, I got an opportunity to work with CRISIL as an executive with Bank Loan Rating (BLR) process wherein i have completed 2.3 years and my primary responsibility is to do a analysis of Small and Medium Enterprises and study of the past financials, current position and projections of the company, conducting management discussions with the client, contacting the banker's of the client and lastly preparing the internal report by doing the analysis of Business Risk Profile, Management Risk Profile and Financial Risk Profile after understanding all the aspects of business.


Intelenet Global Services

Senior Customer Care Executive

 Handling Global Electronic Funds Transfer for multiple currencies.
 Checking the payments made by the customer that are stuck in the system due to formatting errors or due to some exceptions relating to various currencies and fixing them Accordingly.
 Constantly monitoring the payment queues of various currencies so that the payments of high value as well as the sensitive customers are AFFECTED on a priority basis as well as all the payments are clear before their respective cut-off times.
 Currently getting cross trained in DOMINOS process for the applications like QMS which is used for investigating the payments, where in we can check the nature, defects and solutions of the same.
 Successful migration KANSAS process from Barclays UK, process includes charging the payments for its errors that the customer makes while sending the payments.

Career medium 05
Career medium 06


Credit Card Retention Officer

 Resolving customer queries.
 Promoting Promos and Offers of Credit Cards.
 Data Maintenance of the Team.
 Retaining customers from canceling credit cards by providing them resolutions & reversing their charges if any wrongly levied.
 Organizing weekly meetings with the team for sharing thoughts and ideas to serve customer’s problems and give them resolution for the same.
 Conducting HR meetings and finding the best solution to their process related issues.
 Significant experience in motivating and training the associates in order to achieve Six Sigma.
 Well versed in studying, analyzing and improving the process for enhanced productivity and customer satisfaction.
 Calling customers (if required) for providing additional information on product and process.
 Credit evaluation of the customers for issuing the card and ascertaining the credit limit.


Atharva Institute Of Management Studies

Master of Business Administration (MBA), Finance, General