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
2021.12 - 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
2017.12 - 2021.12
- 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
2015.10 - 2016.11
- 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 2011.01 - 2014.01
MBA - Banking And Finance
NMIMS
New Delhi 2021.09 - Current
Skills
Microsoft ExcelOperation Management
Financial analysis and reporting
Strategic and financial planning
Due diligence
Customer Relationship Management
Account Reconciliation
Affiliations
Insurance Regulatory and development Authority (IRDA)
Association of Mutual Funds in India (AMFI)
Software
Timeline
Senior Relationship Manager
Bank of Baroda
2021.12 - Current
MBA - Banking And Finance
NMIMS
2021.09 - Current
Customer Relationship Executive
State Bank of India
2017.12 - 2021.12
Customer Relationship Executive
Thomas Cook Ltd
2015.10 - 2016.11
B.Com Honours - Accounting
Aryabhatta College, Delhi University
2011.01 - 2014.01