Anagha K

Executed due diligence processes to maintain integrity of records.

Executed compliance-driven onboarding and periodic recertifications for non-resident clients.

Oversaw task execution and maintained clear stakeholder communication.

Provided insights through the evaluation of required MIS data.

Managed escalations while guaranteeing client files meet all required checks.

Oversaw NRI customer portfolio comprising 400 accounts valued at ₹7 crore.

Supported clients in managing account services, executing investment solutions, and conducting financial transactions.

Fostered long-term associations with wealthy non-resident Indian customers.

• Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.

• Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
• Built and maintained relationships with new and existing clients while providing high level of expertise.
• Maintained knowledge on banking products and distribution to provide optimal service support.
• Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
• Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
• Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
• Continuously updated personal knowledge of banking regulations and compliance requirements to minimize risk exposure for both clients and the organization.

• Developed long-lasting client relationships by providing exceptional service and personalized attention to their financial needs.
• Leveraged digital channels effectively to maintain ongoing communication with clients, ensuring they were informed about relevant news or market developments affecting their portfolios.
• Strengthened customer loyalty through consistent follow-up on inquiries and proactive communication of product updates.
• Boosted sales performance by identifying cross-selling opportunities and effectively promoting suitable products to clients.