Anup Nair

• Identified and acquired new high-net-worth individuals (HNIs) and premium clients through focused relationship building, referrals, and local market networking.
• Executed regular portfolio reviews and proactively addressed client service gaps, leading to improved client satisfaction and retention.
• Explored and capitalized on local business opportunities to drive branch growth in CASA, term deposits, personal loans, and third-party products.
• Maintained strict compliance with internal policies and external regulations (RBI, KYC, AML) while pursuing business objectives, ensuring a balanced, and risk-aware sales approach.

• Welcomed guests with a friendly attitude, ensuring a smooth and enjoyable experience in a fast-paced environment.
• Processed cash, card, and contactless payments quickly and accurately for drinks and food orders, maintaining a balanced till.
• Assisted customers with order selections, provided recommendations on drinks and promotions, and addressed any queries effectively.
• Handled high-volume transactions during peak hours, ensuring efficiency while maintaining excellent customer service.
• Followed strict cash-handling procedures and compliance policies to prevent discrepancies and maintain financial accuracy.
• Collaborated with team members to streamline operations during peak hours, reducing wait times and improving overall service efficiency.

Client - "CREDIT SUISSE & UBS"

Department - Settlements of Stocks and Bonds

• Managed end-to-end bond settlement processes, ensuring timely and accurate execution while promptly investigating and resolving settlement failures or discrepancies.
• Provided regular updates and detailed reports on settlement status and issues to senior management, effectively communicating progress to clients and addressing their queries.
• Conducted client calls and confirmed bond trades with counterparties, efficiently resolving discrepancies and settlement issues to ensure smooth operations.
• Worked with NTPA and EasyWay settlement platforms to process and track bond settlements efficiently. Provided training to new joiners on software usage and bond settlement procedures.
• Consistently achieved settlement targets and deadlines, working extended hours as and when required to ensure smooth operations and timely trade settlements.

• Prepared, reviewed, and presented monthly, quarterly, and annual financial statements while maintaining and reconciling client trust accounts in compliance with legal and financial standards.
• Ensured accuracy and attention to detail across all financial processes and documentation.
• Utilized Tally accounting software and Excel to maintain precise financial records.
• Managed bank reconciliations, ensuring all transactions were accurately recorded and discrepancies resolved promptly.
• Assisted in tax filings, including GST and TDS compliance, ensuring timely submission and adherence to regulatory requirements.