Trekking, Cricket and Technical Know How
Harshad Yadav
BANKING
Mumbai
Summary
“ Detail-driven experienced Individual focused on contributing towards company goals and objectives with maximizing company's compliance through background expertise in Customer service, Tellers and Banking operations by secure a challenging position.”
Overview
6
6
years of professional experience
7
7
years of post-secondary education
5
5
Certifications
3
3
Languages
Work History
Administration - Global Operations
HSBC
06.2021 - Current
- Spearheading two geographical locations Pune & Nesco MRV/COS Pan INDIA activity with managing a team of 6 Direct reports and 1 Indirect report.
- Regular Liaison with different LOB's stakeholders (Corporate, GB, GPS, CMB and BB) and provide prompt support and resolution on Client requirement.
- ASP performance dashboard preparation for WPB ops includes FTE/WR/PA/OOE/MPP, etc
- Independently handling & Streamlining, Final Response dispatch on behalf on Law Enforcement Agency team with zero discrepancies (Handled an influx volume of 185 cases in last 2 months) and other additional activities for HR team.
- Backup for RTO deliverables (WP/DC/Chequebook) NR pins, FIRC, and WI archival offsite.
- Nominated for Wealth GSC Vendor Management Project (Cards & Loans , Chargeback).
- Performing various additional Support activities to HR and HSS department.
Universal Banker
HSBC Bank
10.2020 - 05.2021
- RFI and Name Screening SPOC.
- Locker and Demat Backup.
- Ensure 100% adherence to audit/compliance related activity and Vendor record management.
- Top Contributor for Successful referrals, Personal Loan for 2nd Quarter 2021 and other cross selling targets fulfilling KPO parameters.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Recognized and appreciated by Customers (HNI Clients, Govt officials and Celebs) and different LOB's Senior Management for displaying shrewd analytic skills with professionalism and resolving complex issues with networking and having overall product and operational knowledge of various department in Customer Focus Group Meets for 4 back-to-back months scheduled by WPB country head and RH.
BCP Project Contact Center
HSBC
03.2020 - 10.2020
- Successfully handled on an average of 550-600 inbound queries with appropriate resolution on Monthly basis along with the current role at BVL branch
- Handled Wealth account and service account related maintenances, KYC remediation, CDD profile completions, demographic maintenances, credit card level maintenances and many more
- Carried out branch and Teller related maintenances at the contact center
- Part of the BCP Trainer group to mentor new joiners in the group
- Successful referrals provided to PAN India branches to uplift the revenue and the business
Universal Banker
HSBC
10.2019 - 03.2020
- Ensure audit & compliance while processing customer requests
- Ensure a consistently high level of service and product delivery
- Leveraging existing client relationships for quality referrals to Relationship managers for need based products cross sell (Investments/Insurance/Mortgage)
Universal Banker
HSBC bank
Mumbai
08.2017 - 10.2019
- Ensure audit & compliance while processing customer requests
- Managing all financial banking service requirements of customers.
- Ensure a consistently high level of service and product delivery.
- Ensure Cash handling (including Forex) for BOM branch with Zero % Error.
- Successfully handled all the 3 desks (Customer Service/ Teller Supervisor/ Locker).
- Successfully handled Customer Due Diligence (CDD) cases for the branch, ensure maximum cases are getting resolved at Tellers with appropriate Documentation and Zero PAQC rejects
- Successfully handled CTS on daily basis as a SPOC for BOM main branch
- Successfully handled Liberalized Remittance Scheme (LRS) on daily basis as a SPOC for BOM main branch
- Analyzing NRE/NRO report on daily basis as a SPOC for BOM main branch and reporting the FEMA breach to the Central Team
- SPOC for Letter of Instruction (LOI) have Prevented BOM MAIN branch from Several SQ Comments.
Education
Masters in Commerce ( Management Studies) -
University of Mumbai
03.2016 - 11.2018
Diploma in Cyber Law - Cyber Security
Govt. Law College
10.2017 - 02.2018
Bachelor of Management Studies - Finance
Sydenham College
01.2013 - 01.2016
H.S.C - Information Technology
VIVA College
08.2010 - 07.2012
S.S.C -
National English High School
06.2001 - 06.2010
Skills
Administration
Certification
JAIIB - Aspirant
Interests
Timeline
JAIIB - Aspirant
05-2023
University Of Pennsylvania , The Wharton School - Business Analytics : From Data to Insights
01-2023
Administration - Global Operations
HSBC
06.2021 - Current
Universal Banker
HSBC Bank
10.2020 - 05.2021
BCP Project Contact Center
HSBC
03.2020 - 10.2020
NISM (Depository )
11-2019
Universal Banker
HSBC
10.2019 - 03.2020
FEDAI
02-2019
IRDAI
06-2018
Diploma in Cyber Law - Cyber Security
Govt. Law College
10.2017 - 02.2018
Universal Banker
HSBC bank
08.2017 - 10.2019
Masters in Commerce ( Management Studies) -
University of Mumbai
03.2016 - 11.2018
Bachelor of Management Studies - Finance
Sydenham College
01.2013 - 01.2016
H.S.C - Information Technology
VIVA College
08.2010 - 07.2012
S.S.C -
National English High School
06.2001 - 06.2010
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