Prateek M
Bangalore
Summary
Detail-oriented and Result-driven Banking professional at Commonwealth Bank of Australia with 4 years of solid experience in Business Banking, Retail Banking and Customer relationship management. Demonstrated expertise in originating Business Bank Accounts, streamlining processes by working closely with Relationship Managers, Product Management team and leading teams towards achieving exceptional service outcomes.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Associate Analyst
Commonwealth Bank of Australia
Bangalore
07.2023 - Current
- Single point of contact for existing and new bank transaction banking customers, supporting onboarding, transition from other financial institutions, and variations.
- Originating different business accounts, such as Business Transaction Accounts, Capital Growth Accounts, and Business Online Saver Accounts.
- Expertise in originating different types of specialized business products, such as solicitors, real estate statutory trust accounts, project accounts, controlled money, and insolvency accounts.
- Analyze and execute account origination for different entity structures, such as listed or unlisted companies, trusts, NPOs, partnerships, foreign companies, and Australian companies, ensuring compliance with regulations.
- Compile and verify jurisdictional risk ratings for the non-RM customers to enable online banking facilities and complete IDV,KYC and CRS checks
- Provided end-to-end process training to the offshore and onshore team members based in Sydney for long-term growth strategies.
- Operate with the Product Management team, implement and drive process improvement strategies, and involve yourself in SOP upliftment.
- Assist the BBO Leadership Team an team members to manage quality checks and escalations, and maximize process efficiency to provide timely customer service.
Senior Process Executive
Infosys BPM Ltd
Bangalore
12.2020 - 07.2023
- Manage end-to-end credit card operations, and resolve client disputes.
- Handle Credit Limit Adjustments (Credit Limit Transfers).
- Validate corporate resolution and other legal documents.
- Update/change Social Security Number (SSN) and Tax ID (TIN) for consumer and business credit cards.
- Execute Business and Consumer card closures.
- Set up Auto Debits and Overdraft Protection accounts for credit cards.
- Conducted PPM and SOP review for new project onboarding and manage internal audits.
- Ensure 100% SLA adherence and zero deviation for the team and self.
Education
MBA - Banking And Finance
Narsee Monjee Institute of Management Studies
Bangalore05-2024
Bachelor of Commerce - Taxation And Finance
Amrita School of Arts And Sciences
Mysore06-2020
Skills
- Finance
- MS Excel
- Financial Modeling
- Bank Operations
Soft skills
· Analytical skills
· Creativity
· Leadership skills
· Communication skills
· Teamwork
Certification
- Financial Modeling
Accomplishments
- I-star award at Infosys
- Rising Star award at Infosys
- Zero Hero award at Commonwealth Bank of Australia
- Best SME at Commonwealth Bank of Australia
Timeline
Associate Analyst
Commonwealth Bank of Australia
07.2023 - Current
Senior Process Executive
Infosys BPM Ltd
12.2020 - 07.2023
MBA - Banking And Finance
Narsee Monjee Institute of Management Studies
Bachelor of Commerce - Taxation And Finance
Amrita School of Arts And Sciences
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