Harsh Lamba
Summary
Dynamic banking professional with a proven track record at Canara Bank, excelling in client relationship management and regulatory compliance. Achieved a 33% reduction in turnaround time, enhancing client satisfaction and branch efficiency. Skilled in financial analysis and adept at problem-solving, driving significant portfolio growth and maintaining data integrity.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Associate
Canara Bank
06.2023 - Current
- Effectively managed a geography portfolio that involved onboarding new clients, while enhancing relationships with existing ones.
- Negotiated terms with clients, ensuring adherence to RBI guidelines and internal policies.
- Focus on client retention and credit base enhancement contributing to branch's growth.
- Increasing client satisfaction by reducing turnaround time by 33%, improving branch's efficiency by focusing on business growth.
- Understanding customer expectations and providing need based products, building branch's image and gaining trust of customers.
- Maintained utmost compliance with internal and external policies, resulting in less audit queries.
- Streamlined operations by automating reporting, boosting accuracy, cutting preparation time and ensuring RBI compliance.
- As a team, mobilized branch level portfolio growth from Rs144 crore to Rs202 crore.
- Experience in verifying customer documents, maintaining accurate records, helping in control testing, vouching and verification tasks in audit.
- Handling financial transactions and customer data, critical for preparing audit work papers and ensuring accuracy.
Education
BBA - Finance Specialization
Sri Sri University
Cuttack, Odisha09-2020
12th - Commerce with Mathematics
St. Mary's Convent School
Agra05-2017
Skills
- Regulatory Compliance
- Process Adherence
- Data Integrity
- Financial Analysis
- Audit preparation
- Adaptability
- Problem solving
- Decision Making
- Client relationship management
- Documentation and Verification
Certification
- Junior Associate of the Indian Institute of Bankers
- Certificate course in Ethics in Banking
Volunteer Experience
- Art of Living Volunteer, Taking breath and meditation workshops, Giving presentations at schools, banks, government offices, hospitals and correctional facilities.
Achievements Awards
- 2 Half Marathons
- 8 Model United Nations Conferences
- State level Basketball player
- Won over Snooker state champion of Odisha
Timeline
Associate
Canara Bank
06.2023 - Current
BBA - Finance Specialization
Sri Sri University
12th - Commerce with Mathematics
St. Mary's Convent School