Finacle, Qlik , Oracle peoplesoft, Miles software
ASHISH SONI
SENIOR RELATIONSHIP MANAGER
New Delhi
Summary
Dedicated banker with more than 5 years of experience in variety of bank branches and wealth management. Extensive knowledge of latest banking regulations, rules and laws. Committed to providing customer with top- notch service that exemplifies the bank's company culture, mission and statement. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.
Overview
6
6
years of professional experience
4
4
years of post-secondary education
Work History
Senior Relationship Manager
Bank of Baroda
12.2021 - Current
- Review product penetration for the assigned client base, identify potential customers who can be sol tailored products to enhance product penetration
- Review customer wealth needs and proactively engage with customer to validate the understanding of his financial needs
- Ensure that KYC/AML and other compliance norms are strictly adhered to
- Provide complete and comprehensive information on products, service, charges etc. proactively to the customer and ensure best services, charges etc.
- Ensure coverage of all relationship through customer engagement, risk profiling and financial planning.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Customer Relationship Executive
State Bank of India
gurgram
12.2017 - 12.2021
- Process transaction efficiently and accurately while maintaining high service standards
- Assisted clients with issues or requests and mentored employees on customer service techniques.
- Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities
- Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter
- Ensure that KYC/AML and other compliance norms are strictly adhered to
Customer Relationship Executive
Thomas Cook Ltd
New Delhi
10.2015 - 11.2016
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Processed invoices each weeks and mailed documentation to clients.
- Handling day to day cash management , preparing cost and expenses as per department requirement.
- Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
- Inspected account books and recorded transactions.
Education
B.Com Honours - Accounting
Aryabhatta College, Delhi University
Delhi 01.2011 - 01.2014
MBA - Banking And Finance
NMIMS
New Delhi 09.2021 - Current
Skills
Microsoft Excelundefined
Affiliations
Insurance Regulatory and development Authority (IRDA)
Association of Mutual Funds in India (AMFI)
Software
Timeline
Senior Relationship Manager
Bank of Baroda
12.2021 - Current
MBA - Banking And Finance
NMIMS
09.2021 - Current
Customer Relationship Executive
State Bank of India
12.2017 - 12.2021
Customer Relationship Executive
Thomas Cook Ltd
10.2015 - 11.2016
B.Com Honours - Accounting
Aryabhatta College, Delhi University
01.2011 - 01.2014
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