Priya Bakrania CIPD

Experience

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  Collins & Co

  Jun 1999 - Sept 2001

  Account Assistant

  In a well-known Accountancy firm, I undertook a range of general office duties (photocopying, faxing, filing and answering telephones). I assisted with client’s accounts (income and expenses). My school placement gave me an insight into accounting, hence the decision to follow my degree, Hence to continue my employment on part-time basis whist at university.

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  Alliance & Leicester

  Oct 1999 - Oct 2005

  Customer Service Advisor

  With a foundation built on providing friendly, efficient, and accurate counter service, In this role I was eager to leverage my strong interpersonal skills and sales acumen to contribute to the success of the organisation. Throughout my career, I have excelled in building relationships with customers and identifying sales opportunities, demonstrating excellent listening and communication skills along the way. My high level of motivation, combined with a flexible approach and strong teamwork skills, has enabled me to thrive in dynamic environments and deliver exceptional results.Having started my career in a regulated environment at a young age, I have developed a keen understanding of compliance requirements and a commitment to upholding industry standards. Additionally, I possess a vast and high level of numeracy and computer literacy skills, which have further enhanced my ability to excel in my roles and adapt to evolving technologies. Show less

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  360 Group

  Sept 2001 - Jun 2002

  Account Administrator

  A one year placement from university, here I worked within a Tax Consulting Firm in there Tax & Accountancy Department. I was liaising with Limited Companies on a day to day basis with regards to there company accounts, profit & loss statements and balance sheets. This role allowed me to interact with colleagues in an office environment in which I proved successful – having come from an open customer based environment.

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  Santander UK

  Oct 2005 - Apr 2024

  Delivering personalised assistance to clients facing various financial challenges, In a fast-paced and continually evolving environment, at the forefront of supporting clients in their time of need, ensuring they receive the assistance required to overcome financial difficulties. Supporting vulnerable customers experiencing financial hardship across a range of portfolio products.My role has afforded me the opportunity to actively contribute to the design and review of policies, procedures, and regulatory requirements, with the aim of optimising our department's ability to deliver a seamless financial journey for our clients. Proficient in multiple software programs, I possess the flexibility to follow established processes while also demonstrating adaptability and quick thinking when faced with dynamic situations. Interpreting information through clear fact-finding and effective questioning, enabling me to provide tailored solutions that address clients' needs comprehensively. Having been involved in training and coaching GENPACT employees prior to the outsourcing of Santander's Collections & Recoveries activity to India, I have gained firsthand experience in imparting knowledge and developing skills in a cross-cultural and global context Show less As an experienced professional specialising in managing high net worth client portfolios, I am dedicated to exceeding client expectations and fostering lasting relationships built on trust and integrity. With a keen understanding of clients' financial goals and aspirations, I excel in preparing new business proposals and conducting regular reviews to ensure alignment with their evolving needs. My commitment to providing comprehensive guidance enables clients to realise their personal financial objectives effectively.In my role, I prioritise customer feedback and monitor competitor activity to drive continuous improvement initiatives while mitigating risks and adhering to stringent budget, quality, and compliance standards. Upholding a duty of care for all clients, I am proactive in identifying opportunities to enhance customer satisfaction and propose actionable measures to achieve this goal. Additionally, I excel in establishing customer needs, securing commitments for core product openings, and generating referrals to relevant stakeholders, contributing to overall business growth and success. Show less As a seasoned professional with a proven track record in providing comprehensive financial guidance and exceeding sales targets, I am committed to leveraging my expertise to drive exceptional customer experiences and contribute to the success of your organisation. Engaging with individuals from diverse backgrounds, I excel in gathering information, assessing needs, and recommending tailored financial solutions to help clients achieve their personal goals. My proactive approach to team development allows me to readily share information and expertise with colleagues, fostering a collaborative and supportive work environment.In my role, I prioritise customer feedback and competitor activity to champion continuous improvement initiatives aimed at enhancing service quality and minimising risk. I am adept at meeting exacting budget, sales, quality, and compliance targets while maintaining a strong focus on customer satisfaction. Additionally, I possess the leadership skills necessary to carry out the day-to-day running of the staff and branch in the absence of my Branch Manager, ensuring operational efficiency and continuity of service. Show less

  • Financial Care Specialist

    Nov 2020 - Apr 2024

  • Select Relationship Manager

    Oct 2014 - Nov 2020

  • Personal Banker

    Oct 2005 - Oct 2014
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  Pepper Advantage

  Sept 2024 - now

  Arrears & Litigation Specialist

  Managing accounts, mitigating financial risks, and leading legal processes related to the recovery of debts. Working closely with internal teams, legal professionals, external agencies to resolve financial disputes efficiently and in compliance with applicable laws. Responsible for providing strategic advice on arrears management and conducting litigation where necessary.