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Avatar of Rohit Aggarwal.
Offline
Avatar of Rohit Aggarwal.
Offline
Team Leader (Acting as an Ops Manager) @TaskUs
2022 ~ Present
Operations Manager / Team Leader / Team Manager
Within one month
a challenging position in which I can deploy all my expertise and knowledge that will be an asset to the company. Work Experience Team Leader (Acting as an Ops Manager) • TaskUs (Mohali) JanuaryPresent Managing the day-to-day planning and operations of my team & the process ( Payment Compliance, KYC (CDD, EDD, PEP, RCA), AML, Sanctions, Fincrime ). Ensuring delivery of Client KPIs / targets including day to day service levels, customer experience, quality and compliance measures. Leading and motivating people and other leads & helping them in their overall development. Managing team / LOB performance and achieving KPIs
Excel
Word
PowerPoint
Employed
Full-time / Interested in working remotely
More than 15 years
DAV College Ambala
Business/Commerce, General
Avatar of Puneet Kanwar.
Avatar of Puneet Kanwar.
Senior Manager @India International Bullion Exchange IFSC Ltd.
2022 ~ Present
Within six months
Exchanges, ensuring compliance as per exchange & SEBI norms. JanuaryFebruary 2017 Deputy Manager BSE Ltd. • Conducting the audit/inspection of member brokers, ensuring compliance as per exchange & SEBI norms. Preparing reports and MIS related to inspections. • Analyzing vast quantities of data during investigations of frauds, unauthorized trading & other market abuse and preparing reports on the dealings/ position of clients, to detect various market manipulation activities. • Verifying KYC documents, CDD and EDD for clients as per the prescribed AML & KYC guidelines. • Ensure members’ compliance with the regulatory framework specified by the ...
MS Office
Leadership Skills
Adaptability
Full-time / Interested in working remotely
10-15 years
IIPM
Finance and Marketing
Avatar of the user.
產品經理
More than one year
Word
PowerPoint
Excel
Full-time / Interested in working remotely
10-15 years
中國科技大學
資訊管理科
Avatar of the user.
Avatar of the user.
Global Standards Manager(Customer Risk Monitoring) @HSBC
2017 ~ 2018
Customer Due Diligence Manager
More than one year
cdd
KYC
AML
Employed
Full-time / Interested in working remotely
4-6 years
University of New South Wales
Bachelor of Commerce ( Finance and International Business)

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Technical Skills
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Adaptability
Ability to navigate unexpected situations; and keep up with shifting priorities, projects, clients, and technology.
Communication
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Leadership
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Within one month
Team Leader (Payment Compliance) at TaskUs Mohali
Logo of TaskUs.
TaskUs
2022 ~ Present
Chandigarh, India
Professional Background
Current status
Employed
Job Search Progress
Professions
Customer Service Manager, Tax Accountant, Operations Manager
Fields of Employment
FinTech / InsurTech
Work experience
More than 15 years
Management
I've had experience in managing 15+ people
Skills
Excel
Word
PowerPoint
Google Sheets
Google Drive
Microsoft Office
Languages
Hindi
Native or Bilingual
English
Professional
Panjabi
Fluent
French
Beginner
Sanskrit
Beginner
Job search preferences
Positions
Operations Manager / Team Leader / Team Manager
Job types
Full-time
Locations
Chandigarh, India
Remote
Interested in working remotely
Freelance
No
Educations
School
DAV College Ambala
Major
Business/Commerce, General
Print

Rohit Aggarwal

Team Leader (Payment Compliance) at TaskUs Mohali

  Chandigarh, India

An Ambitious & progressive professional enriched with 15+ years of experience in various industries such as Customer Service, Cable & Telecom, Payment Compliance (Fincrime, AML, Sanctions, KYC) with specialized skills in Operations, People Management, Sales and Quality Control.

 

Career Objective

Delivering beyond the expectations of clients as well as the organization, to pursue a rewarding career and seeking a challenging position in which I can deploy all my expertise and knowledge that will be an asset to the company.

Work Experience

Team Leader (Acting as an Ops Manager) • TaskUs (Mohali)

January 2022 - Present

Managing the day-to-day planning and operations of my team & the process (Payment Compliance, KYC (CDD, EDD, PEP, RCA), AML, Sanctions, Fincrime). 
Ensuring delivery of Client KPIs / targets including day to day service levels, customer experience, quality and compliance measures. Leading and motivating people and other leads & helping them in their overall development. 
Managing team / LOB performance and achieving KPIs for the entire KYC team. 
Solving business problems with analytical skills, knowledge and experience.
Got awarded as ‘The Best Team leader’ for H1-2023.
Caring for the health, safety and welfare of the people. 
Auditing and Identifying performance related issues for continuous business improvement or excellency. Developing an action plan for improvement by remedial training, coaching & feedback sessions. 
Liaising with different departments to ensure smooth and effective operational delivery.

Associate Process Manager  •  eClerx (Pune)

April 2021 - January 2022

Ensured Critical Performance Metrics are met timely and consistently.
Actively participated in Client / Vendor reviews / calibrations.
Managed multiple teams & provided innovative ideas for business growth.
Conducted multiple call-coaching training sessions each week.
Managed team KPIs and retention initiatives.
Performed root cause analysis regarding attendance and attrition.
Identified and share operational best practices.
Used to communicate expectations to team members and provide timely business updates.

Used to share feedback with team members on their daily performance in an effective and timely manner and foster their professional development and growth via effective coaching.
Ensured that a team of associates has a clear understanding of performance expectations, are properly trained, and have access to all the tools and resources they need to perform at high levels of productivity and efficiency.

Associate/Senior Quality Analyst/SME  •  eClerx (Chandigarh)

June 2011 - March 2021

Worked as an Associate (Quality Analyst) & ensured agent wise monitoring coverage while auditing.
Used to handle RTR (Revert To Review)/vendor queries on routine issues.
Played a key role in establishing the organization's quality standards.
Promoted as a "Senior Analyst (Quality Checker)" and participated in internal as well as external calibration sessions in order to control audit variance.
Got the opportunity to be an important part of several business projects for different clients and provided additional support to ensure Quality Assurance throughout the project life cycle.
Worked as a customer service rep also, resolved their concerns via live chats.
Shared key inputs to drive customer experience based on daily observations through live interactions.
Worked as an SME (Subject Matter Expert) for the team based on client business guidelines, customer interaction policy and supporting tools.
Used to identify process & business opportunities that can be flagged to clients as “value ads”.
Shared "knowledge and the best practices" by working in a progressive work culture with self-determination to be creative and innovative.
Promoted as an "Associated Process Manager" in Mar'21.

Team Lead  •  IBM Daksh (Chandigarh)

March 2008 - February 2011

Supervised a team of 15-20 Front level agents.
Operations SPOC for C-SAT & CQ (Call Quality).
Was awarded as "The Best Team lead" in April 2008 out of a team of 30 Team Leads.
Used to manage shrinkage through daily attendance reports Used to monitor & evaluate calls on a daily basis & share feedback.
Daily analysis for variance of breaks schedule, adherence and AUX control.
Used to publish analysis of trouble tickets created by agents. 
Used to create performance reports and document the feedback.

Senior Customer Care Executive  •  IBM Daksh (Chandigarh)

March 2007 - February 2008

Managed to handle escalations and supervise the floor to increase the FCRs.
Used to communicate goals and targets with new folks.
Assisted new hired agents and shared knowledge to ensure smooth process transitioning when they hit the production floor.
Worked on AHT base-lining and Time & Motion study time to time
Was awarded as ‘The Best Agent’ & titled as ‘King of Ring’ in Mar’07.
Promoted as a "Team Lead" in Feb'08.

Customer Care Executive  •  IBM Daksh (Chandigarh)

April 2006 - February 2007

Handling day to day customer queries related to telecom and provide them with the best possible solution.
Suggested process improvement ideas to Supervisors/ Clients to reduce repeat calls.
Quickly learned the business process and demonstrated the best performance.
Promoted as a "Senior CCE" in Feb'07.


Education

July 2002 - Jun 2005

DAV College •  Ambala City

Bachelor of Commerce

(Business Study, Finance, Cost & Management Accounting, Income Tax and Mathematics)

Skills and Strength

  • Well organized and able to handle responsibilities as a People Manager.
  • Flexible & Adaptable in any environment, always ready to learn.
  • Punctual, dedicated, trustworthy and Result oriented.
  • Experience in Cable & Telecom Industry/KYC/AML/Payment Compliance and Familiarity with Sanctions regulations.
  • Expertise in meeting client KPIs and People management.
  • Quick learner with excellent communication and analytical skills.
  • Excellent in Google Sheets, MS Excel, Numbers, Calculations & Data Management Skills.
  • Good at Decision making & Problem-solving with helpful nature

Project Knowledge/Experience

Worked on a C-SAT project for 3 months and improved from 62% to 70% (the first time in history).
Did Time & Motion and AHT base-lining from time to time.
A project for an U.S. based home security Alarm System was completed successfully.
Successfully completed a project on NPS with tremendous improvement.
Run Time & Motion study multiple times for different campaigns.

Training and Achievements

Certified in BQT(Basic Quality Tool).
Completed Six Sigma (Yellow Belt) training.
Certified in a Team Leader Development Program.
Certified in AML & Sanctions Training 2022 & 2023, OFAC Settlement - Cuba 2022 & 2023, CDD-EDD-CIS Best Practices and Government ID Authenticity.
MS Excel, MS Word, MS PowerPoint, Google Sheets, FISH, Email writing, Business Etiquette & Personal grooming.
Achieved The Best Team Lead award across the site.
Awarded as ‘The Best Team leader’ multiple times.
Star Performer for the month, quarter & year at various levels i.e. Analyst, QA, SME & Team Leader/Manager.

User Experience


  • Customer Service
  • KYC / AML / Payment Compliance
  • People Management
  • Voice/Chat/Email/Auditing

Product/Domain


  • Cable & Telecom Industry
  • CDD / EDD / Sanctions
  • PEP/ RCA/ Fin-crime
  • Food Delivery App

Language Proficiency


  • Hindi
  • English
  • Punjabi
  • French (Beginner)
Resume
Profile

Rohit Aggarwal

Team Leader (Payment Compliance) at TaskUs Mohali

  Chandigarh, India

An Ambitious & progressive professional enriched with 15+ years of experience in various industries such as Customer Service, Cable & Telecom, Payment Compliance (Fincrime, AML, Sanctions, KYC) with specialized skills in Operations, People Management, Sales and Quality Control.

 

Career Objective

Delivering beyond the expectations of clients as well as the organization, to pursue a rewarding career and seeking a challenging position in which I can deploy all my expertise and knowledge that will be an asset to the company.

Work Experience

Team Leader (Acting as an Ops Manager) • TaskUs (Mohali)

January 2022 - Present

Managing the day-to-day planning and operations of my team & the process (Payment Compliance, KYC (CDD, EDD, PEP, RCA), AML, Sanctions, Fincrime). 
Ensuring delivery of Client KPIs / targets including day to day service levels, customer experience, quality and compliance measures. Leading and motivating people and other leads & helping them in their overall development. 
Managing team / LOB performance and achieving KPIs for the entire KYC team. 
Solving business problems with analytical skills, knowledge and experience.
Got awarded as ‘The Best Team leader’ for H1-2023.
Caring for the health, safety and welfare of the people. 
Auditing and Identifying performance related issues for continuous business improvement or excellency. Developing an action plan for improvement by remedial training, coaching & feedback sessions. 
Liaising with different departments to ensure smooth and effective operational delivery.

Associate Process Manager  •  eClerx (Pune)

April 2021 - January 2022

Ensured Critical Performance Metrics are met timely and consistently.
Actively participated in Client / Vendor reviews / calibrations.
Managed multiple teams & provided innovative ideas for business growth.
Conducted multiple call-coaching training sessions each week.
Managed team KPIs and retention initiatives.
Performed root cause analysis regarding attendance and attrition.
Identified and share operational best practices.
Used to communicate expectations to team members and provide timely business updates.

Used to share feedback with team members on their daily performance in an effective and timely manner and foster their professional development and growth via effective coaching.
Ensured that a team of associates has a clear understanding of performance expectations, are properly trained, and have access to all the tools and resources they need to perform at high levels of productivity and efficiency.

Associate/Senior Quality Analyst/SME  •  eClerx (Chandigarh)

June 2011 - March 2021

Worked as an Associate (Quality Analyst) & ensured agent wise monitoring coverage while auditing.
Used to handle RTR (Revert To Review)/vendor queries on routine issues.
Played a key role in establishing the organization's quality standards.
Promoted as a "Senior Analyst (Quality Checker)" and participated in internal as well as external calibration sessions in order to control audit variance.
Got the opportunity to be an important part of several business projects for different clients and provided additional support to ensure Quality Assurance throughout the project life cycle.
Worked as a customer service rep also, resolved their concerns via live chats.
Shared key inputs to drive customer experience based on daily observations through live interactions.
Worked as an SME (Subject Matter Expert) for the team based on client business guidelines, customer interaction policy and supporting tools.
Used to identify process & business opportunities that can be flagged to clients as “value ads”.
Shared "knowledge and the best practices" by working in a progressive work culture with self-determination to be creative and innovative.
Promoted as an "Associated Process Manager" in Mar'21.

Team Lead  •  IBM Daksh (Chandigarh)

March 2008 - February 2011

Supervised a team of 15-20 Front level agents.
Operations SPOC for C-SAT & CQ (Call Quality).
Was awarded as "The Best Team lead" in April 2008 out of a team of 30 Team Leads.
Used to manage shrinkage through daily attendance reports Used to monitor & evaluate calls on a daily basis & share feedback.
Daily analysis for variance of breaks schedule, adherence and AUX control.
Used to publish analysis of trouble tickets created by agents. 
Used to create performance reports and document the feedback.

Senior Customer Care Executive  •  IBM Daksh (Chandigarh)

March 2007 - February 2008

Managed to handle escalations and supervise the floor to increase the FCRs.
Used to communicate goals and targets with new folks.
Assisted new hired agents and shared knowledge to ensure smooth process transitioning when they hit the production floor.
Worked on AHT base-lining and Time & Motion study time to time
Was awarded as ‘The Best Agent’ & titled as ‘King of Ring’ in Mar’07.
Promoted as a "Team Lead" in Feb'08.

Customer Care Executive  •  IBM Daksh (Chandigarh)

April 2006 - February 2007

Handling day to day customer queries related to telecom and provide them with the best possible solution.
Suggested process improvement ideas to Supervisors/ Clients to reduce repeat calls.
Quickly learned the business process and demonstrated the best performance.
Promoted as a "Senior CCE" in Feb'07.


Education

July 2002 - Jun 2005

DAV College •  Ambala City

Bachelor of Commerce

(Business Study, Finance, Cost & Management Accounting, Income Tax and Mathematics)

Skills and Strength

  • Well organized and able to handle responsibilities as a People Manager.
  • Flexible & Adaptable in any environment, always ready to learn.
  • Punctual, dedicated, trustworthy and Result oriented.
  • Experience in Cable & Telecom Industry/KYC/AML/Payment Compliance and Familiarity with Sanctions regulations.
  • Expertise in meeting client KPIs and People management.
  • Quick learner with excellent communication and analytical skills.
  • Excellent in Google Sheets, MS Excel, Numbers, Calculations & Data Management Skills.
  • Good at Decision making & Problem-solving with helpful nature

Project Knowledge/Experience

Worked on a C-SAT project for 3 months and improved from 62% to 70% (the first time in history).
Did Time & Motion and AHT base-lining from time to time.
A project for an U.S. based home security Alarm System was completed successfully.
Successfully completed a project on NPS with tremendous improvement.
Run Time & Motion study multiple times for different campaigns.

Training and Achievements

Certified in BQT(Basic Quality Tool).
Completed Six Sigma (Yellow Belt) training.
Certified in a Team Leader Development Program.
Certified in AML & Sanctions Training 2022 & 2023, OFAC Settlement - Cuba 2022 & 2023, CDD-EDD-CIS Best Practices and Government ID Authenticity.
MS Excel, MS Word, MS PowerPoint, Google Sheets, FISH, Email writing, Business Etiquette & Personal grooming.
Achieved The Best Team Lead award across the site.
Awarded as ‘The Best Team leader’ multiple times.
Star Performer for the month, quarter & year at various levels i.e. Analyst, QA, SME & Team Leader/Manager.

User Experience


  • Customer Service
  • KYC / AML / Payment Compliance
  • People Management
  • Voice/Chat/Email/Auditing

Product/Domain


  • Cable & Telecom Industry
  • CDD / EDD / Sanctions
  • PEP/ RCA/ Fin-crime
  • Food Delivery App

Language Proficiency


  • Hindi
  • English
  • Punjabi
  • French (Beginner)