Multi-talented Senior Manager well-versed and highly effective at developing, executing and directing key improvements to enable business enhancements and growth. Visionary leader with solid success leading business operations toward growth.
Overview
16
16
years of professional experience
Work History
Senior Manager (BRO)
Axis Bank
New Delhi
11.2022 - 12.2023
Monitoring, tracking, and adhering to daily responsibilities such as oversourcing the processing of transactions, authorizing and verifying branch instructions, and resolving escalated issues.
Handling all legal, regulatory, ED, notices end to end and ensuring such notices. Ensuring all notices are timely logged prompt revert into service desk.
Taking responsibility for internal audit ratings and working with internal and external audit teams to ensure good branch rating and resolution of findings.
Manager (Senior PB)
Yes Bank
New Delhi
01.2019 - 10.2022
Generating and tracking branch operation reports for exceptional transactions; anti-money laundering, AML alerts and ensuring compliance with banking rules, regulations and procedures.
Authorizing daily operational transactions like cash, clearing, transfer, RTGS/ NEFT, fixed deposit receipt, account opening and customer instruction.
Handled internal and external audits, provided data and responded to overseas audit queries.
Generated and tracked branch operation reports for exceptional transactions, anti-money laundering alerts, and ensured compliance with banking rules and regulations.
Manager-SRM
IndusInd Bank
Noida
03.2018 - 09.2018
Analyzed client portfolios, provided tailored financial planning, optimized asset allocation, and advised on investment products like mutual funds, insurance, and PMS to enhance client satisfaction.
Acquired and managed HNW clients, cross-sold products and services to new and existing customers based on their lifestyle and risk profiling.
Deputy Manager (PBWD)
HDFC Bank
New Delhi
03.2016 - 02.2018
Managing banking requirement of HNW clients and handling concerns. related to banking operations and client management.
Monitored developments in banking and finance sector, analyzed competitive markets, and provided investment advisory to clients to identify potential returns.
Tracked key financial parameters of clients regularly, achieved individual targets, and grew account profitability while maintaining high service standards.
Partner
The Hanger
New Delhi
08.2014 - 02.2016
Analyzing and investing in equity based on technical and fundamental analysis.
Assistant Manager
SVP Industrics Pvt. Ltd.
New Delhi
04.2011 - 07.2014
Assisted in banking operations by coordinating transactions and customer service.
Preparing and analyzing financial statements for future growth prospects.
Corporate trainee
Barclays Bank PLC
Delhi
03.2009 - 05.2009
Analysing financial statements of clients & their business units and mitigating associated risks.
Executive Trainee
Wire & Wireless (India) Ltd, Zee Networks
01.2009 - 03.2009
Acquired knowledge about the competence and capabilities of the client firm, performed the analytical procedure and ratio analysis for management information.
Administrative Officer
Adarsh Mahila Co-Operative Bank
Muzaffarnagar
07.2007 - 08.2008
Acquired new potential clients for CASA acquisition and fulfilled all their banking requirements.
Education
Master's in Business Administration - Finance (Full Time)
Cardiff Business School
Cardiff, UK
Bachelor in Computer Applications -
DAV College, CCS University
Muzaffarnagar
AISSE (X)/AISSCE (XII) -
Holy Angel's Convent School
Muzaffarnagar
Skills
Audit & Compliance
Regulatory Compliance
Risk Assessment Reporting
Financial analysis
Revenue generation
Data Analysis Tools
Strategic Market Insights
Client relationship management
Executive Stakeholder Engagement
Issue Resolution Strategies
Effective Communication
Personal Information
Date of Birth: 08/23/86
Marital Status: Married
Internship
Corporate trainee, Barclays Bank PLC, Delhi, 03/01/09, 05/31/09, Analysing financial statements of clients & their business units and mitigating associated risks.
Executive Trainee, Wire & Wireless (India) Ltd, Zee Networks, 01/01/09, 03/31/09, Acquired knowledge about the competence and capabilities of the client firm, performed the analytical procedure and ratio analysis for management information.
Timeline
Senior Manager (BRO)
Axis Bank
11.2022 - 12.2023
Manager (Senior PB)
Yes Bank
01.2019 - 10.2022
Manager-SRM
IndusInd Bank
03.2018 - 09.2018
Deputy Manager (PBWD)
HDFC Bank
03.2016 - 02.2018
Partner
The Hanger
08.2014 - 02.2016
Assistant Manager
SVP Industrics Pvt. Ltd.
04.2011 - 07.2014
Corporate trainee
Barclays Bank PLC
03.2009 - 05.2009
Executive Trainee
Wire & Wireless (India) Ltd, Zee Networks
01.2009 - 03.2009
Administrative Officer
Adarsh Mahila Co-Operative Bank
07.2007 - 08.2008
Master's in Business Administration - Finance (Full Time)