AMIT SANADHYA
Nathdwara
Summary
With a decade of dedicated experience in banking operations, I bring a seasoned understanding of efficient processes, compliance, and customer service. My track record includes optimizing workflows, ensuring regulatory adherence, and enhancing overall productivity. Proficient in utilizing advanced banking technologies, I have a knack for simplifying complex tasks and improving user experiences. My leadership has cultivated cohesive teams, fostering growth and goal achievement. Ready to leverage my expertise and drive in a dynamic banking environment.
Overview
11
11
years of professional experience
Work History
PMS OPERATION MANAGER
STEPTRADE SHARE SERVICES PRIVATE LIMITED
03.2024 - Current
- INDIVIDUAL AND NON-INDIVIDUAL CLIENT ON-BOARDING, CLIENT SERVICE, CLIENT PROFILING AND DUE DIGILENCE, DAILY MIS REPORTING
Service Relationship Manager
HDFC BANK
05.2023 - 03.2024
- All retail branch banking operations, Portfolio Management, Cross selling of retail banking products (Like CASA, Home Loan, Personal Loan etc.), Handle customer service and queries.
Account Management Services
BARODA GLOBAL SHARED SERVICES
01.2018 - 01.2023
- Scrutinizing of cooperate accounts, Validating KYC documents and performing periodic KYC reviews on risk-based schedule, Manage end to end account opening process and ensuring adherence to productivity, TAT and accuracy SLAs, Ensuing complete adherence to policies and procedures laid out of operations, Share ideas on process improvements on regular basis with process leads.
Associate
ADARSH CREDIT CO-OPRATIVE SOCIETY LIMITED
11.2014 - 02.2018
- Verification of kyc document for various type of account, Handling customer query related account, Handling team member problem & co-ordinate senior manager, Preparing MIS report related account.
Customer Service Officer - Value Banker and Customer Service
ICICI Bank
09.2013 - 09.2014
- Monitored each and every transaction of Customers, Managed and investigated AML alerts, Cross selling of all products, services and direct banking channels to walk in customers to deepen relationships, Identify opportunity for cross-selling of new products.i.e
- CASA, FD, Insurance & Investments and also providing services to existing customers, Conducted research for due diligence of individual and corporate clients, Coordinated and collected client specific information & KYC document for on-boarding of new clients, Analyzed competitors’ clients; their needs and behaviors, developed value added proposal and attracted them to ICICI Bank.
Education
POST GRADUATION DIPLOMA IN BANKING -
ICICI Bank
01.2013
B.Sc. -
MOHAN LAL SUKHADIA UNIVERSITY
Certificate Software Tester -
IRDAI
Skills
- Client handling
- Team Oversight
- Project management
- Team management
- Operations Management
- Communication skills
- Collaborative nature
- Microsoft Office
- Market research
Timeline
PMS OPERATION MANAGER
STEPTRADE SHARE SERVICES PRIVATE LIMITED
03.2024 - Current
Service Relationship Manager
HDFC BANK
05.2023 - 03.2024
Account Management Services
BARODA GLOBAL SHARED SERVICES
01.2018 - 01.2023
Associate
ADARSH CREDIT CO-OPRATIVE SOCIETY LIMITED
11.2014 - 02.2018
Customer Service Officer - Value Banker and Customer Service
ICICI Bank
09.2013 - 09.2014
POST GRADUATION DIPLOMA IN BANKING -
ICICI Bank
B.Sc. -
MOHAN LAL SUKHADIA UNIVERSITY
Certificate Software Tester -
IRDAI
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