
Timeline
About me
Service Manager at Barclays Private Bank
Education

Central board of secondary education
-Bachelor's degree banking and financial support services
Delhi university
2010 - 2013Bachelor of commerce - bcom business/commerce, general
Experience

Kotak private
Dec 2013 - Jan 2020Got promoted in Apr'18 as an Manager grade , also worked in Kotak Mahindra Wealth Management division from Dec'17 to Jan'20 and handled HNI client servicing related to Banking operation and Credit card operation. Got promoted as Deputy Manager in April'16 and got internal transfer in Retail Branch Banking Joined Kotak Mahindra Bank as an Assistant Manager in Phone Banking. Handled credit cards operations
Manager
Oct 2017 - Jan 2020Deputy Manager
Apr 2015 - Sept 2017Assistant Manager
Dec 2013 - Mar 2015

Icici bank
Apr 2021 - Oct 2021Deputy Branch Manager
Jul 2021 - Oct 2021Service Relationship Manager
Apr 2021 - Jun 2021

Axis bank
Oct 2021 - May 2022Service relationship manager
Kotak mahindra bank
May 2022 - Nov 2022Team lead managerTeam Leader Customer Experience Centre - Inbound

Barclays private bank
Nov 2022 - nowService manager- Managed due diligence and AML screening for high-net-worth clients, simplified Know Your Customer process; reducing the scope of money laundering & fraud. - Streamlined customer acquisition and service maintenance requests to 2 weeks by avoiding duplication, to and fro between teams, through front office manual and maker-checker process thereby reducing costs.- Successfully negotiated interest rates on credit offerings, built credit book in the form of working capital loans and packaged credit loans in foreign currency, fostering strong client relationships. - Engineered rapid business development by expediting client onboarding, and offering treasury services through cross-functional efficiency; achieving growth in assets under management in 3 months. - Enhanced client experiences through digital banking platform for online banking and investments execution that also increased new to bank clients, improved employee efficiency that led to a high net promoter score. Show less
Licenses & Certifications
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Nism certifications va
National institute of securities markets (nism).webp)
Nism certification viii
National institute of securities markets (nism).webp)
Nism certifications vii
National institute of securities markets (nism).webp)
Nism certifications vi
National institute of securities markets (nism).webp)
Nism certifications viii
National institute of securities markets (nism)Jul 2024
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