Open To Work
Chaitanya Mehra
Amritsar
Summary
Compliance-focused Banking Professional with 1.5 years in retail banking, fraud monitoring, and client service. Expertise in AML/KYC processes and high-net-worth client engagement. Mitigates risk through strict adherence to regulatory standards and effective fraud detection, enhancing client satisfaction and operational efficiency.
Overview
3
3
years of professional experience
Work History
Customer Experience Executive
HDFC Bank
Amritsar
03.2024 - Current
- Delivered exceptional frontline service, maintaining a 95%+ customer satisfaction rating.
- Boosted customer retention by 50% through proactive relationship management and tailored service.
- Diffused challenging situations with empathy and professionalism, reducing complaint escalation by 40%.
- Proactively followed up with clients to confirm issue resolution and service satisfaction.
- Managed a portfolio of 100+ clients, driving a 30% increase in advisory product adoption.
- Resolved high-volume customer inquiries, ensuring compliance and operational accuracy while enhancing customer trust.
- Identified and escalated suspicious activity in alignment with AML practices, strengthening fraud mitigation.
Customer Support Intern
Kochar Infotech
Amritsar
01.2023 - 06.2023
- Provided first-contact resolution for common issues, reducing repeat customer query volume.
- Handled technical and billing queries, enhancing customer satisfaction through improved resolution metrics.
- Applied root-cause analysis to enhance customer satisfaction through effective communication.
- Maintained detailed case records and followed escalation protocols to support efficient issue resolution.
- Earned recognition for responsiveness and courteous service, receiving positive feedback in 1:1 sessions.
Education
Bachelor of Commerce -
Guru Nanak Dev University
Amritsar, India01.2023
Senior Secondary -
CBSE
Amritsar, India01.2020
Secondary -
CBSE
Amritsar, India01.2018
Skills
- Fraud Monitoring
- AML/KYC
- Regulatory Adherence
- HNW Servicing
- Cross-Selling
- Retention Strategy
- Core Banking
- CRM
- Ticketing Systems
- Analytical Thinking
- Detail Orientation
- Empathetic Communication
Projects
Customer Satisfaction Survey - CA Services, 6 Months, Designed and conducted feedback campaigns across 10 clients., Diagnosed dissatisfaction drivers and implemented corrective strategies., Achieved a 20% rise in customer satisfaction.
Core Competencies
Fraud Monitoring, AML/KYC, Regulatory Adherence, HNW Servicing, Cross-Selling, Retention Strategy, Core Banking, CRM, Ticketing Systems, Analytical Thinking, Detail Orientation, Empathetic Communication
Certifications And Achievements
- IRDA IC-38 - Certified Insurance Advisor, 09/01/24
- NISM VA, 10/01/25
- Financial Markets - Yale University (Online)
- Wharton Business Challenge - University of Pennsylvania - Ranked 13th/1853 (North Region), 2018
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
On-SiteSalary Range
₹25000/yr - ₹200000/yrTimeline
Customer Experience Executive
HDFC Bank
03.2024 - Current
Customer Support Intern
Kochar Infotech
01.2023 - 06.2023
Bachelor of Commerce -
Guru Nanak Dev University
Senior Secondary -
CBSE
Secondary -
CBSE