Shiwani Anand
Delhi
Summary
Results-driven Service Manager with 5.5 years of experience in the banking industry. Specializes in customer relationship management, service operations, and process optimization. Expert in ensuring seamless banking operations, enhancing customer satisfaction, and driving business growth through efficient service delivery and compliance management. Proven track record of resolving complex client issues, streamlining processes, and collaborating with cross-functional teams to improve service standards. Possesses strong analytical skills to analyze customer data, implement service enhancements, and manage high-value client relationships. Committed to delivering superior banking experiences while ensuring adherence to regulatory policies and industry best practices.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Manager (Service Mananger)
Yes Bank
08.2024 - Current
- Handing Trade and Forex transaction of Branch ( Inward and Outward remittances, Bank Guarantee )
- Looking after services such as Demat, Trade, Forex & Retail Banking and designated as the Service Relationship Manager for Corporate, HNI, and Foreign Diplomatic Customers
- Inculcate a Service excellence culture within the Bank. Identify opportunities to improve productivity, efficiency and quality & ensure Bank’s policies and procedures and control and compliance requirements are complied with
- Established credibility in creating relationships with major Clients and Customers through Portfolio management coupled with proven capability in managing customer centric banking operations while adhering to KYC guidelines.
- Portfolio management and case management via CRM tool.
NRI Relationship Manager
Axis Bank
12.2022 - 08.2024
- Developed and maintained strong relationships with Non-Resident Indians (NRIs) by providing personalized financial advice and solutions tailored to their unique needs
- Proactively identified and pursued new business opportunities, resulting in a significant increase in client base and revenue
- Conducted comprehensive financial assessments for NRIs, analyzing their investment portfolios, risk tolerance, and financial goals to offer strategic advice on wealth management and asset allocation
- Collaborated with cross-functional teams, including legal, compliance, and operations, to ensure seamless onboarding and servicing of NRI clients, while adhering to regulatory guidelines and internal policies
- Handling the Banking Products like Remittance, FD, LI, GI, Mutual Fund, AL, HL
Deputy Manager II
ICICI Bank
07.2019 - 12.2022
- Worked with the ERM team in the role of Deputy Manager II and for providing services to the NRI clients in form of Inward remittance, outward remittance, fixed deposit and other banking requirements
- Handling Team of 11 members, taken initiative on conducting huddles and helping out team member to do incremental in CASA book
- Handling process of depository operation for ERM Team
- Verify remittance transactions of inflow and outflow
- Handling process of Mortgage operation from application to disbursement
Education
Post Graduation Diploma - Banking and Finance
Manipal University
Bengaluru, India07-2019
Bachelor Degree - Computer Application
Arcade Business College
Patna, India07-2017
Skills
- Banking Product & Compliance Knowledge
- Excel & Data Management
- Customer Relationship Management
- Problem solving & conflict Resolution
- Service Process Optimization
- Stakeholder Engagement
- Data Driven Decision Making
Certification
- Certified with IRDA
- AMFI
Accomplishments
- Got qualified to Andaman and Nicobar contest for getting highest fixed deposit.
- Got Appreciation from Senior Management for performance.
- Got best performer award for health insurance.
Personal Information
- Date of Birth: 06/13/96
- Nationality: Indian
Languages
English
Advanced (C1)
Hindi
Advanced (C1)
Timeline
Manager (Service Mananger)
Yes Bank
08.2024 - Current
NRI Relationship Manager
Axis Bank
12.2022 - 08.2024
Deputy Manager II
ICICI Bank
07.2019 - 12.2022
Post Graduation Diploma - Banking and Finance
Manipal University
Bachelor Degree - Computer Application
Arcade Business College
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