Khyati Arora

• Ensured adherence to all financial regulations and accounting standards in daily transactions.
• Streamlined daily operations to ensure compliance and efficiency.
• Delivered exceptional customer service to ensure client satisfaction and build lasting relationships.
• Proactively identified and addressed client investment concerns, ensuring portfolio alignment with their evolving needs.
• Developed a comprehensive understanding of KYC/CDD regulations and applied them effectively in client onboarding and account management.
• Motivated and empowered a team of operations staff to deliver exceptional customer service and maintain high levels of accuracy and efficiency.

• Processed cash transactions accurately and efficiently, ensuring customer satisfaction and adherence to bank procedures.
• Contributed to a positive branch experience by offering efficient and secure processing of non-cash transactions for customers.
• Promoted financial literacy by providing clear explanations of banking products and services to customers.

Analyzing and Reviewing YouTube Accounts and Managing the YouTube Toolbox Workflow.

Licensed Insurance Agent adept at understanding customer needs through mail and calls, recommending optimal insurance plans, and facilitating seamless communication between clients and insurance companies.