Ananthi Nadar
Mumbai
Summary
Results-driven professional with over 18 years of experience in customer service, sales, and relationship support. Consistently surpass sales targets and deliver client-focused solutions. Proven track record managing large regions with optimized resources, leading to heightened client satisfaction and retention.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Associate Vice President- Corporate Banking
HSBC Bank
03.2021 - Current
- Provide end to end service support to large corporate, mid- market clients and international subsidiary business clients.
- Acting as single point of contact for service related query, coordinating with internal team across trade finance, payments and treasury.
- Managing account maintainance for corporate clients.
- Collaborating with management, internal and external stakeholders to improve the products, process and policy.
- Ensuring portfolio client maintain EDD/ AML/ KYC and other regulatory guidelines.
- Playing key role in digital migration initiatives, guiding clients and adopting HSBC corporate digital platform
Associate Vice President - Premier Relationship Manager
HSBC Bank
11.2016 - 03.2021
- Managed a portfolio of high net individuals and ensured delivery of wealth management and personalized banking solution.
- Provided Advisory on investment products, insurance, mutual funds, home loan and structured account tailored to clients financial goal.
- Conducted regular portfolio review ensuring asset allocation aligned with market trends and clients objective.
- Built long term relationship through proactive engagement, service excellence and cross selling premium products.
- Customer acquisition for premier clients through exclusive events and referrals.
- Ensured strict compliance and regulatory requirements, KYC norms and internal risk policy.
Associate Vice President - Corporate Banking
HSBC Bank
11.2018 - 05.2019
- Leading the corporate banking support for entire Mumbai ensuring reduction in TAT and keeping NPS high
- Managing key account services for a portfolio of large corporates mid- market clients and international subsidiary business clients
- Acted as a key liaison between client and internal team (credit, compliance, trade finance ,cash management, loan) for issue resolution and product execution.
- Handled client on boarding KYC/AML documentation and internal coordination to ensure service delivery.
- Ensured adherence to all regulatory and internal risk control requirement during client interaction and transaction.
Assistant Manager - Customer Service
HSBC Bank
06.2013 - 10.2016
- Served as first point of contact for walk-in customers providing assistance with banking services, count queries and transaction.
- Handled account opening, KYC updates, remittances, demat account and service requests with strict adherence to compliance standard.
- Resolved customer issue promptly while ensuring high level of satisfaction and professionalism
- Encouraged client to use digital banking solution and educated the client to migrate to self service channel
- Coordinated with internal department for quick resolution of service bottle neck and escalations.
Assistant Manager- Help Desk
HSBC Bank
01.2011 - 06.2013
- Maintained day to day operations for customers.
- Ensured compliance with internal policy, regulatory requirements and data privacy standards during issue resolution.
- Promoted and sold banking product including saving account,credit card,personal loan,and insurance
- Conducted customer needs assessments and recommended appropriate financial solutions
- Achieved monthly sales target and cross sale ratios through relationship management and cold calling
- Supported branch level sales campaign and conduct product presentation for walk-in customers
Assistant Manager
HSBC Bank
07.2007 - 12.2010
- Achieved monthly sales target for general insurance through calling and client referrals
- Explained policy features, benefits ensured suitability and compliance
Education
Bachelor's in Arts - English Literature
MVLU
01.2005
Skills
- Effective leadership
- Process Improvement
- Result Oriented
- Teamwork
- Customer Service Skill
- Flexibility
- Networking
- Customer Focus
Certification
FEDAI, IIBF, Mumbai, Maharashtra
Accomplishments
- Consistent top performer in customer service and sales.
Personal Information
Title: Avp Corporate Banking
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeWork Location
On-SiteRemoteHybridTimeline
Associate Vice President- Corporate Banking
HSBC Bank
03.2021 - Current
Associate Vice President - Corporate Banking
HSBC Bank
11.2018 - 05.2019
Associate Vice President - Premier Relationship Manager
HSBC Bank
11.2016 - 03.2021
Assistant Manager - Customer Service
HSBC Bank
06.2013 - 10.2016
Assistant Manager- Help Desk
HSBC Bank
01.2011 - 06.2013
Assistant Manager
HSBC Bank
07.2007 - 12.2010
Bachelor's in Arts - English Literature
MVLU
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