
Timeline
Skills
Business analysisCorporate financeCustomer satisfactionCustomer serviceFinancial analysisInterpersonal relationshipsInvestment bankingManagementManagerial financeMicrosoft wordMortgage lendingMortgagesMortgage underwritingMutual fundsPeople managementPortfolio managementProject financeResearchResidential mortgagesSipAbout me
Banking professional with over 8 years of experience in Transaction processing, Account opening, Deposits, Home loans document verification, small business loan disbursement, KYC, Credit Assessment, Compliance and Risk Management. I have proven analytical & problem-solving skills with an ability to derive insights. Awarded with multiple RNR’s on monthly/quarterly and Year end reward, I have a superior organizational skills & attention to detail.
Education

Reva institute of technology and management
2011 - 2014Bachelor of business administration (bba) finance, general
Mats institute of management and entrepreneurship - mime
2014 - 2016Mba finance and marketing
Experience

Reliance communications
Mar 2014 - Apr 2014Business internWorking capital management study.

Deutsche bank
Feb 2015 - Mar 2015Business internOrganisation study of the Bank.

Vebbler technologies
May 2015 - Jul 2015Social media marketing internVirtual internship on social media marketing.

Sbi mutual fund
Aug 2015 - Sept 2015Importance of sip in investors portfolio - internTwo Months Internship • Brief understanding of importance of SIP in investor’s portfolio.• Overall understanding of SIP process by working under operations department.• Analysis of varied funds.

Icici bank
Jun 2016 - Dec 2016Deputy manager• Dealing with a set of Managed customers• Introducing them to new investment opportunities in new beneficial products and services of the bank.• Dealing in transactions such as NEFT, RTGS, FD, RD and Foreign Exchange .• Over all advising customers with regard to investments opportunities.• Over all dealing with all kinds of queries of account customers – Current account, Savings account, NRI account.• Managing customers account transactions and details.

Anz
Dec 2016 - now• Interacting and communicating with customers, solicitors and brokers to address customer inquiries and concerns via Email.• Complete ownership and case manage on the query/escalation to provide faster resolution.• Collaboration with different teams to achieve customers expectations.• Identify issues, analyze information and provided solutions to problems.• Work accordingly as per the compliance terms to avoid any risk and threat.• Suggest opportunities for continuous improvement of the processes and innovations in designated areas and share best practices.• Engaging in problem-solving activities to support teamwork. Show less • Verify, analyze and assess end to end home loan documents before releasing or mortgaging a property to avoid exposure to bank.• Review Loan agreement and ensure all pertinent account documentation is complete and all collateral has been accurate and properly secure.• Contact lawyer or solicitor to ensure all security document in place.• Document all the instructions and communications accurately via system tools for further references and teams to work on.• Understanding the KYC framework and process of the client, to create models in RTD and generate test cases for the application.• Obtain and Review Disbursement details, OFI instructions, Discharge of Mortgage details, Credit card instructions and update the same of system.• Verify Building Insurance Analysis as part of Compliance check and submit report on daily basis. Show less
Senior Credit Assessment Officer
Oct 2024 - nowDigital Settlement Officer - Customer Settlements
Mar 2021 - Oct 2024Senior Analyst - Home Loan Verification
Aug 2018 - Feb 2021Loan Disbursement - Operations Support Specialist
Dec 2016 - Jul 2018
Licenses & Certifications
- View certificate

Cissp cert prep (2021): 1 security and risk management
Linkedin learning ⋅ course certificateJun 2021 - View certificate

Gdpr compliance: essential training
Linkedin learning ⋅ course certificateJun 2021 - View certificate

Fundamentals of digital marketing
Google digital garageSept 2020 
Ms office specialist
Ms office certified and corporate trainerMay 2015- View certificate

Cissp cert prep (2021): 1 security and risk management
LinkedinJun 2021 - View certificate

Cissp cert prep (2021): 5 identity and access management
LinkedinAug 2021
Languages
- enEnglish
- hiHindi
- bhBhojpuri
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