BHAVINI KHANDHAR
Mumbai
Summary
Focused on maximizing resource utilization to support scalable operations and growth-oriented mindset .Innovative and results-driven manager with a focus on achieving exceptional results in highly competitive environments that demand continuous improvement. Forward-thinking Senior resource bringing 13 years of progressive experience in the client service industry with problem-solving abilities. profitability. Organized and systematic with natural relationship-building and leadership talents.
Overview
13
13
years of professional experience
Work History
Assistant Vice President
Bank of America N.A.
07.2022 - Current
- Monitoring client’s trade transactions such as Documentary Collections, Letters of Credit, eBRC issuance, GR Waiver issuance,Import and Export related payments as well as bill regularization and Bank Guarantees
- Maintaining their relationship with the bank by assisting and guiding them with new enhancements
- Completing monthly/quarterly service reviews for large corporate customer
- Ensuring their regulatory requirements are updated regularly
- Providing direction and upraise with trade regulatory guidelines to clients
- Maintaining and protecting client data
- Onboarding clients on digital solutions for trade products.
- Executed swift and timely resolution and follow-up.
Assistant Manager
Citi Bank N.A.
Mumbai
04.2017 - 06.2022
- Maintained day-to-day supervision and measurement of TCS's processing with the end-to-end transaction processing for managed clients across the corporate portfolios
- Maintained regular proactive calls with managed clients across the corporate portfolios for India Trade Operation
- Daily trade operations processing (L/Cs collections including payment)
- Import documents checking
- Processed import collection documents and monitored for acceptance till final settlement
- Safekeeping of trade finance documentation and ensuring compliance
- Ensured compliance by staying current on recent changes to internal, external, audit, compliance, and regulatory rules
- Provided clients with a 'best in class' service through streamlined operations delivery, innovative client solutions, clear, concise, and timely responses to queries, Trade-related issues, and timely escalation of any issues to operations managers
- Provided awareness to all managed clients of tools available to them to aid them.
- Communicated regularly with customers to gain insights into their needs.
- Facilitated interdepartmental communication by attending meetings or providing updates.
- Sharing feedback & co-ordination with trade product and operations team as necessary to structure, execute and implement banking solutions for ease of transactions
- Undertaking digital transformation of the customer by on-boarding clients onto the bank’s digital solution platform
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of organization programs.
- Recognized by management for providing exceptional customer service.
Sr. Executive
Citi Bank N.A.
Mumbai
03.2013 - 04.2017
- Handled all the queries through extensive backend investigation and front-hand client coordination within the turnaround time, keeps the quality standard at par
- Driving projects- in country and region
- Timely reporting of metrics and updating queue for unit-level reporting
- Understood various products and services like cash management, trade, fund transfers, warrants, forex, and Citidirect Online services (Citibank’s online portal for corporate customers)
- Proactively informed clients about the new developments in the banking process and policies.
- Proposed or approved modifications to project plans.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
Analyst (Research & Marketing)
India Forex Advisors Pvt. Ltd.
03.2012 - 03.2013
- Research on import and export sectors and analysis of the Indian as well as Global Economy
- Tracking the Forex market on various sites, i.e., Bloomberg, Forex Factory, Reuters, etc., and making reports on them
- Consulting clients on various banking trade products
- Advising clients on trading functions to meet their corporate financial goals by developing forecasts of hedging exposures.
Assistant Manager
Axis Bank Ltd.
09.2010 - 01.2012
- Complying with banks policy concerning quality and compliance
- Handlings Inward and Outward Clearing for branch
- Processing Interbank transfers and customer requests for modification of accounts
- Issuing and maintaining TCDC Card Stock
- Collecting & Checking Remittance forms
- Foreign currency exchange of retail customers
- Customer grievances Ensuring FX Reporting relating to payment processing for customer deals.
Education
M.M.S (Finance) -
Mumbai Institute of Management & Research
05.2010
Bachelor’s of Commerce (Accounts & Finance) -
M.K.S College, Mumbai
Mumbai05.2007
Skills
- Adaptability
- Agile Methodology
- Requirement Gathering
- Banking Operations
- Change Management
- Service Delivery Management
- People Management
- Issue Resolution Skills
- Project Management
- Conflict Resolution
Accomplishments
- Was offered to go and work with their US Team for Two Months (03/01/15 – 05/01/15). My work was highly acknowledged by the team and the US management seniors.
- Assisting other regions with their traditional processes for BAU and out-of-the-ordinary instances indicated a decrease in out-of-the-ordinary cases from 80+ to approximately 38.
- Gained knowledge about regional products, processes, and systems.
- Tracking the statistics and metrics for entire operations and CSO with intricacies.
- Worked with the Quality Evaluation team to coordinate training and refresher training along with Quality Analysis and Client feedback.
Personal Information
- Date of Birth: 03/24/87
- Gender: Female
- Nationality: Indian
- Marital Status: Married
Training
ForexForexForexforex
- Attended all the training conducted by Axis Bank for Managerial skills
- Summer project on Dena forexforex and treasury and Final Project on Treasury Operation in Banks
- Training in Corporate communications. (Dale Carnegie)
- Citi Trade Ace Program
- Several awards in client servicing and projects(Citi bank N.A.)
Languages
English, Hindi, Marathi, Gujarati
References
References available upon request.
Timeline
Assistant Vice President
Bank of America N.A.
07.2022 - Current
Assistant Manager
Citi Bank N.A.
04.2017 - 06.2022
Sr. Executive
Citi Bank N.A.
03.2013 - 04.2017
Analyst (Research & Marketing)
India Forex Advisors Pvt. Ltd.
03.2012 - 03.2013
Assistant Manager
Axis Bank Ltd.
09.2010 - 01.2012
M.M.S (Finance) -
Mumbai Institute of Management & Research
Bachelor’s of Commerce (Accounts & Finance) -
M.K.S College, Mumbai
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