JAYESH PANDIT
MUMBAI
Summary
Results-driven professional with extensive experience in transaction management and client service at HDFC Bank Ltd. Demonstrated success in forex treasury operations and regulatory compliance, leading to improved operational efficiency. Skilled in data analysis and customer satisfaction strategies, driving business growth through effective CRM initiatives.
Overview
7
7
years of professional experience
Work History
Assistant Manager
HDFC Bank Ltd
Mumbai
12.2022 - Current
- Demonstrated expertise in retail banking, client service, and forex treasury operations.
- Managed transaction files, reconciliations, and exchange rate bookings efficiently.
- Oversaw inward and outward remittances to maintain compliance and accuracy.
- Supported business development through effective CRM management and partner coordination.
- Provided account servicing, processed cash transactions, and facilitated prepaid card issuance.
- Ensured compliance with TAT for remittances while resolving customer queries promptly.
- Prepared MIS reports, managed forex rate bookings, and handled corporate salary accounts.
Spatial Data Specialist
Here Technologies
Mumbai
08.2021 - 12.2022
- Contributed to In-Vehicle Infotainment (IVI) and Highly Automated Driving (HAD) projects.
- Utilized Earthscape and advanced Excel functions for data analysis and reporting.
- Assisted in lead generation, product promotion, and compliance coordination.
- Prioritized customer satisfaction through targeted initiatives.
Student Clerk
Mumbai District Central Co-op Bank Ltd
Mumbai
07.2019 - 12.2020
- Supported account acquisition and customer service initiatives to enhance engagement.
- Assisted with lead generation and product promotion to drive sales growth.
- Coordinated compliance efforts to ensure adherence to regulatory standards.
- Focused on customer satisfaction and account activation through streamlined processes.
Student Clerk
Abhyudaya Co-op Bank Ltd
Mumbai
01.2018 - 03.2018
- Evaluated loan applications to support comprehensive credit analysis processes.
- Maintained transactional records while executing RTGS and NEFT processing.
Education
Master of Commerce - Banking And Finance
Vidyalankar School of Information & Technology
Mumbai07-2023
Skills
- Transaction management
- Client service and CRM management
- Forex treasury operations
- Regulatory compliance
- Data analysis
Languages
Marathi
First Language
English
Advanced (C1)
C1
Hindi
Elementary (A2)
A2
Timeline
Assistant Manager
HDFC Bank Ltd
12.2022 - Current
Spatial Data Specialist
Here Technologies
08.2021 - 12.2022
Student Clerk
Mumbai District Central Co-op Bank Ltd
07.2019 - 12.2020
Student Clerk
Abhyudaya Co-op Bank Ltd
01.2018 - 03.2018
Master of Commerce - Banking And Finance
Vidyalankar School of Information & Technology
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