Seasoned client service expert with 16+ years in transaction banking, adept at cultivating and expanding significant client relationships such as Capgemini, Total Energies, Nutricia, and Ogilvy, consistently achieving high levels of client satisfaction and loyalty.
Hi, I’m
ARUNA HARISH IYER
Tilak Nagar, Chembur
Summary
Overview
17
years of professional experience
Work History
BNP Paribas AGMumbai
AVP - Client Servicing- Transaction Banking
06.2020 - 12.2025
Job overview
- Securing & Maintaining Profitable Client Relationships; developing and implementing customized transaction banking solutions, leading to an increase in average client revenue
- Cultivating Strong Client Relationships; forging and nurturing long-term client partnerships, achieving client retention
- Managed client inquiries, requests, and grievances across loan, deposit, FX, cash management, and e-banking activities. Ensured timely and accurate responses, exceeding client expectations
- Liaison between clients and internal teams, ensuring clear communication and fostering strong client relationships
- Streamlining Operational Efficiency; spearheading the optimization of client onboarding processes, resulting in a reduction in turnaround time
- Client onboarding & End to End KYC & due diligence of new clients, Recertification of KYC of the existing clients
- Provided comprehensive support for the electronic banking platform, resolving inquiries, and facilitating maintenance activities for a seamless client experience
- Facilitated client self-sufficiency by conducting web-ex sessions, training on net banking products, and transforming them towards self-service modules
- Resolving queries related loan, deposit, FX, cash management, remittances, and electronic banking activities.
- Identified areas for system enhancements and proposed new ideas to streamline processes and meet overall client satisfaction objectives
- To maintain healthy relationships with the internal and external stakeholders for positive feedback
- Manage Client enquiries, requests & grievances with due coordination with RMs, ITO and other internal stakeholders and ensure that the queries are responded to the client within respectable time.
- Provide support to Client for electronic banking platform and resolving e banking queries and maintenance activity
- Ensure timely & accurate response on audit requests if any
- Interface between the Client and Banks' internal teams with key objective of client satisfaction.
- Regular and timely MIS and creation and closure of service request in Hobart.
- Adherence to the bank's process in managing the service request, SOP and process and governance
- Ensure timely information reporting for local as well as regional requirements
- Monitored overall process turnaround time to improve service delivery.
- Set-up and ensure compliance of On-boarding of customers -Corporate Accounts-Current & FD Account etc; collection of KYC documents filled application form from the customer along with all regulatory declarations, their verification, passing on to back office for processing.
- Set-up and ensure compliance of Account Maintenance requests-Signatory updation, Board Resolution updation, Internet banking applications, name change, address requests, tax, certificate requests, balance certificate requests etc.
- Set-up and ensure compliance of SOP for handling Remittances requests
- Mentoring Teams; providing effective coaching and mentorship to junior team members
Deutsche Bank AGMumbai
Senior Manager-Global Cash Operations
07.2009 - 01.2020
Job overview
- Streamlined financial operations; utilized cost-income analysis to optimize resource allocation and increase profitability
- Empowered Executive Decision-Making; created compelling management presentations, driving strategic initiatives with data-driven insights
- Boosted regional transparency; produced monthly reports with comprehensive volume data for improved decision-making
- Forecasted Workforce Needs; generated accurate headcount reports and forecasts, ensuring adequate staffing for client demands
- Maximized space utilization; executed strategic space management and restaging initiatives to enhance operational efficiency
Deutsche Bank AGMumbai
Client Service Manager-Transaction Banking-ICM
01.2014 - 01.2018
Job overview
- Secured Revenue Growth; achieved a 12% increase in the customer base through strategic marketing initiatives and cross-selling of Cash and Trade products
- Streamlined Trade Finance Operations; implemented process improvements to enhance efficiency and achieve a superior level of service for clients across South Asia
- Championed Client Satisfaction; resolved client queries related to import payments, Letters of Credit, and collection bills, ensuring timely transaction processing within TAT
- Facilitated seamless account opening process for Nostro accounts (USD, EUR, GBP), ensuring timely activation and enhancing client satisfaction
- Provided training to clients on trade finance aspects, including SWIFT inquiries, message formatting (M103, MT202, etc.), and account management
- Strengthened Interdepartmental Collaboration; effectively liaised with various departments (Business, Operations, Product, Compliance) to ensure smooth execution and process improvements.
- Conducted team audits, implemented control mechanisms, and ensured adherence to detailed documentation to mitigate risk and safeguard bank interests
Deutsche Bank AGMumbai
Client Service Officer-Transaction Banking-ICM
06.2009 - 12.2013
Job overview
- Streamlined Institutional Cash Management (ICM) Client Service; provided exceptional support to ICM clients by promptly addressing inquiries via phone and email, ensuring needs were met efficiently and enhancing client satisfaction.
- Collaborated with Client Service Managers and Sales Managers to resolve client queries effectively, ensuring accurate and timely resolutions that improved overall client experience.
- Enhanced acquisition efficiency by organizing and distributing documents for diverse business groups during acquisitions, facilitating smoother transitions and quicker processing.
Education
Vivek College of CommerceGoregaon, Mumbai
B.Com.
01-2007
University Overview
Skills
- Transaction Banking
- Digital Banking Solutions
- Client Relationship Management
- Strategic Account Management
- Client Onboarding
- Cross-Selling Strategies
- Process Improvement
- Strategic Planning & Operational Excellence
- Risk Management
- Digitalization & Automation
- SWIFT
- Cross-Functional Coordination
Accomplishments
Accomplishments
- Selected to Attend International Training Programs; showcased exceptional performance by being chosen to attend workshops in China., 12/01/11
- Successfully Onboarded to Deutsche Bank Payroll; achieved successful integration into Deutsche Bank's payroll system., 12/01/12
- Recognized as Top Client Service Officer (2017); earned prestigious recognition as the Best Client Service Officer., 01/01/17
- Recognized as Top Client Service Officer (2021); earned prestigious recognition as the Best Client Service Officer., 01/01/21
Timeline
AVP - Client Servicing- Transaction Banking
BNP Paribas AG
06.2020 - 12.2025
Client Service Manager-Transaction Banking-ICM
Deutsche Bank AG
01.2014 - 01.2018
Senior Manager-Global Cash Operations
Deutsche Bank AG
07.2009 - 01.2020
Client Service Officer-Transaction Banking-ICM
Deutsche Bank AG
06.2009 - 12.2013
Vivek College of Commerce
B.Com.
Languages
Languages
- English
- Hindi
- Marathi
- Tamil
Languages
Languages
- Hindi
- Marathi
- Tamil
- English
- Hindi
- Marathi
- Tamil
Personal Information
Personal Information
Date of Birth: 01/14/87