Archna Barnawal

● Ensured operational accuracy, adherence to banking regulations, and smooth day-to-day functioning of the branch.

● Regulatory compliance (KYC/AML), documentation management, transaction verification, risk mitigation, operational control, analytical skills, and customer relationship management.

● Collaborated with team members to uphold operational efficiency, risk management, and adherence to internal SOPs

● Maintained detailed records of transactions, documentation, and customer requests to support audit readiness and internal control standards.

● Verified and updated customer information in the system, maintaining data integrity and regulatory compliance.

● Advised HNI and retail customers on suitable insurance and investment products based on their financial goals and risk profiles.

● Managed client portfolios and drove insurance sales while strictly adhering to regulatory and compliance standards.

● Ensured all client onboarding, KYC, and policy documentation complied with IRDAI regulations and internal audit requirements, reducing errors and improving operational efficiency.

● Strengthened communication and interpersonal skills through regular interactions with customers and cross-functional teams.

● Developed skills in documentation management, data accuracy, transaction tracking, and operational coordination

● Prepared quotations, pricing details, and service proposals in ERP, ensuring accuracy and compliance with organizational standards.

● Supported senior sales teams in coordinating client transactions, managing accounts, and processing orders efficiently.

● Maintained detailed records of machinery, orders, and customer information for analysis and reporting purposes.

● Created and managed opportunity leads in ERP and assisted in closing orders with optimal pricing.

● Handled customer inquiries, providing timely and effective responses to ensure high-quality service.