Gaurav Sachdeva
SENIOR ANALYST CUSTOMER SERVICE & OPERATIONS COMMERCIAL & PRIVATE BANKING (CREDIT DEPARTMENT)
Summary
With a proven track record at RBS NatWest Group, I excel in financial analysis and customer service operations, demonstrating critical thinking and leadership. My expertise in process improvement and risk management strategies has significantly enhanced business operations. Skilled in client management and project management, I drive results and foster team collaboration.
Overview
9
9
years of professional experience
Work History
SENIOR ANALYST CUSTOMER SERVICE & OPERATIONS
RBS (Royal Bank of Scotland) NatWest Group
04.2018 - Current
- Spreading Financial for both Public and Private Limited Companies.
- Analyzing financial statement, credit risk assessment and ensure compliance with regulatory standards and policies.
- Reviewing the financial statements and uploading it on system to remove the customer overdue condition.
- Respond to queries from customers/stakeholders promptly with in agreed timelines. Responsible for handling mailbox, work allocation among the teammates.
- Deliver successfully and outcomes by processing/authorizing/investigating all transactions to defined key performance indicators and services level agreements and/or by accurately collecting the required information from customer/business.
- Actively participate in initiatives to improve customer service, process and procedure.
- Review manual or ineffective process which could be automated and enhanced, to enable the provision of superior customer/business experience/services.
- Prepare and Run the Bacs Overlimit Referral, MIFI chasing, Uploading tool and prepare the reports.
- Provided end users training in best practices to eliminate possibility of errors and keep data secure.
- Produced Report for various process including the results of business performance evaluations.
- Incorporated effectives controls in process by performing root cause analysis.
Accounts Head
Jadish Industries
05.2017 - 03.2018
- Played an instrumental role in the successful completion of mergers and acquisitions by conducting thorough due diligence exercises and integrating acquired entities'' financial systems seamlessly.
- Contributed to monthly and annual business forecasting.
- Maintained up-to-date knowledge of relevant accounting regulations and industry best practices, applying them appropriately within the organization''s financial management framework.
- Responsible for all facets of the finance function including banking, payroll and tax reporting.
- Cash flow management and forecasting for the business during a difficult trading period.
- Weekly reporting and day to day management of aged debtors/creditors.
Senior Executive
AG InfoTech
04.2015 - 04.2017
- Implemented comprehensive risk management strategies to protect the organization from unforeseen financial pitfalls.
- Accounting Process- Finalization
Education
Graduation in Bachelors of Commerce -
Kurukshetra, University
Kurukshetra 04.2001 -
Certified Industrial Accountant -
ICA (The Institute of Computer Accountants)
04.2001 -
Crash Course On Banking Credit Process -
Banking Credit Analysis Process For Bankers
04.2001 -
Skills
Critical Thinker
Awards
Spot Ovation
Honored with spot ovations thrice for handling high volumes, Audit and Bacs overlimit and mifi uploading & chasing tools efficiently without compromising on quality and accuracy.
Extra Miles
Awarded with extra miles award by supporting annual review team to ensure a faster & smoother RFT for the cases.
Cricket
Represented Karnal District Cricket team and Haryana State level Cricket team for 3 years.
Accomplishments
- Understanding Artificial Intelligence
- Introduction to ChatGPT
- Introduction to Data Literacy
- Introduction to Power BI
- Anti Money Laundering
- Conduct Risk and Regulatory
- Compliance Service Excellence
- Inclusion with Purpose
- Determined to Lead
- Become brilliant at Writing Simply
Timeline
SENIOR ANALYST CUSTOMER SERVICE & OPERATIONS
RBS (Royal Bank of Scotland) NatWest Group
04.2018 - Current
Accounts Head
Jadish Industries
05.2017 - 03.2018
Senior Executive
AG InfoTech
04.2015 - 04.2017
Graduation in Bachelors of Commerce -
Kurukshetra, University
04.2001 -
Certified Industrial Accountant -
ICA (The Institute of Computer Accountants)
04.2001 -
Crash Course On Banking Credit Process -
Banking Credit Analysis Process For Bankers
04.2001 -
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