Annupriya Singh
Mumbai
Summary
13 plus years of experience in Banking and Operations.7 years of experience in retail banking in Client servicing, operations including sales and 6.5+ years of dedicated and detail-oriented experience as Client Tax Analyst in JP Morgan with IPB Tax Operation Team.
Motivated Team Lead possessing excellent leadership and planning abilities. Focused on delivering high-quality products on tight schedules. Monitors, trains, and encourages employees to improve skills and meet demanding targets. History of successfully developing and managing strong teams through proactive training and issue management.
Overview
13
13
years of professional experience
Work History
Team Lead
JP Morgan Chase & Co.
10.2017 - Current
- Part of International Private Banking Tax operations team which is responsible for Global tax reporting and withholding processes
- Support front office and client on tax related questions/issues
- Supervise withholding tax process on monthly and quarterly basis for the German, Italy, and Sweden platform on vast range of products
- Supervise regulatory and client reporting process and ensure delivery in due time for German/Italy and Sweden clients
- Thoroughly document all procedures, ensuring they have the necessary approval for audit compliance
- Defining the priority of issues/changes for the respective Business application
- Liaising with projects and Risk & control team for enhancements
- Stakeholder engagement & senior management reporting- provide regular status reporting to relevant business areas
- Build strong working relationship with technology, projects and operations to succeed in delivery
- Provided leadership and guidance to team members, ensuring that tasks were completed on time and to a high standard
- Trained new staff in relevant processes and procedures
- Resolved escalated customer complaints or queries promptly and efficiently
- Organized regular meetings with all stakeholders to ensure clear communication between departments
- Coordinated resources across multiple teams to achieve project goals within budget constraints
- Provided support to junior staff during peak periods of workloads
- Reviewed existing systems and procedures regularly, suggesting ways they could be improved or optimized.
Assistant Manager
Standard Chartered Bank Ltd
09.2013 - 09.2017
- Effectively managed a wide range of customer requests, encompassing remittances, NEFT or RTGS transactions, loan payments and closures, credit card services, account upgrades or downgrades, and locker facilities, while ensuring strict adherence to bank policies and regulations
- Thoroughly conducted customer Know Your Customer (KYC) processes, meticulously gathering and verifying requisite documentation to ensure compliance and enhance account security
- Facilitated customer fixed deposit bookings and managed requests for deposit adjustments, including breakages and reissuances, ensuring seamless transaction processing and client satisfaction
- Collaborate with respective teams to fulfill customer requests or resolve queries effectively
- Ensured compliance with bank KYC regulations by successfully opening and activating dormant accounts, facilitating regulatory adherence and enhancing customer satisfaction
- Adhere to the turnaround time (TAT) when addressing customer complaints.
Relationship Officer
Kotak Mahindra Bank
03.2011 - 09.2013
- Managed and developed existing customer base by delivering adjusted services and strengthening relationships
- Built strong client relationships, proactively identifying opportunities for cross-selling financial products such as mutual funds, insurance, and fixed deposits, thereby expanding revenue streams and enhancing customer satisfaction
- Actively sought opportunities to grow profits and maintain lasting customer connections, aligning with their objectives and expectations
- Provided prompt resolution to customer inquiries and concerns, ensuring high levels of satisfaction and retention
- Successfully promoted and sold a range of banking products including credit cards, Demat and trading accounts, mutual funds, housing loans, business loans, and car loans to both existing and new customers, achieving productivity targets in terms of volume and value
- Collaborated with cross-functional teams to generate leads and maximize business opportunities, encouraging teamwork and collaboration
- Kept in close touch and worked closely with various branches and departments like Asset Management and Insurance teams to improve operations and provide great service at every point.
Assistant Manager
HDFCBANK (IT Department)
- Effectively administered the CA Unicenter Servicedesk Application in collaboration with Wipro support team, ensuring smooth operation and optimal performance
- Resolved complex Unicenter Service Desk application issues in collaboration with Wipro Support team, ensuring minimal downtime and uninterrupted service delivery
- Facilitated and participated in regular meetings to discuss application upgrades, ensuring alignment with organizational objectives and technological advancements
- Developed comprehensive Plans of Action for key initiatives, optimizing resources and timelines to achieve project milestones efficiently
- Produced detailed monthly reports for all assigned activities, providing stakeholders with valuable insights into project progress and performance metrics.
Education
MBA -
Ramaiah Institute of Management Sciences, Bangalore, Annamalai University
01.2011
BCom(A&f) -
SMT. Chandibai Himathmal Mansukhani College, Mumbai University
01.2007
XII -
SMT. Chandibai Himathmal Mansukhani College, Mumbai University
01.2004
X -
Kendriya Vidyalaya, C.B.S.E
01.2002
Skills
- Banking and Operations
- Client servicing
- Tax projects management
- System functionalities understanding
- Leadership
- Interpersonal skills
- Working unsupervised
- New skill acquisition
- Training delivery
- Dance performance
Accomplishments
- Recognized for exceptional responsiveness and customer support, receiving 40 commendation emails from clients for swift issue resolution and assistance with inquiries.
- Won award for being efficient employee multiple time for delivering excellent work and training across the line of business.
- Dance performed twice at the office's annual party.
- Certificate
- Achieved DNIIT certification (2-year program) from NIIT Institute
Summerinternship
Tulip Telecom Ltd., 12/2010, 02/2011, Department wise study and analysis of Tulip Telecom Ltd structure and function., Department wise SWOT analysis of Tulip Telecom Ltd.
Personal Information
Date of Birth: 01/26/87
Timeline
Team Lead
JP Morgan Chase & Co.
10.2017 - Current
Assistant Manager
Standard Chartered Bank Ltd
09.2013 - 09.2017
Relationship Officer
Kotak Mahindra Bank
03.2011 - 09.2013
Assistant Manager
HDFCBANK (IT Department)
MBA -
Ramaiah Institute of Management Sciences, Bangalore, Annamalai University
BCom(A&f) -
SMT. Chandibai Himathmal Mansukhani College, Mumbai University
XII -
SMT. Chandibai Himathmal Mansukhani College, Mumbai University
X -
Kendriya Vidyalaya, C.B.S.E
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