Mohammed Wasim Mansuri

• Coordinator of projects for Rawbank online banking, Exchange Traded Funds (ETF), Customer relationship management 360 (CRM), and Human resource portal digitalization
• Single handily handled 7 projects for bank with 3 closures. Projects including (Temenos Infinity, Temenos Data Lake, CRM 360, ETFs, Human resource management software, Supply chain management, MIS reporting.)

Ensuring proper due diligence and analyzing the risk before validating any operations of the customers.

Validated and analyzed nine overdraft facilities for the clients in a day for the amount exceeding $ 5 Millions.

• Ensuring Efficient and proper functioning of branch related to administrative, logistic security and cash. Assists Branch Manager in prevention and have control of operational risks within Branch.
• Trained more than 30 employees on MS office in branches, which helped branches to complete their task in less time.

• Cross selling to existing customers and acquisition of new customers.
• Proactive and diligent in fixing up meetings with customers and identifying their financial needs along with providing solutions.
• Products include Savings account, Current account, Mortgage, Loans, Forex Card, Investments and Insurance.
• Follow up to ensure that appropriate actions were taken on customers' requests.
• Refer unresolved customer grievances or special requests to designated departments for further investigation.

• Handled priority / escalated grievance reported at Top Management and complaints received from Customers
• Ensuring proper communication and addressing of customers concerns and queries
• Also ensuring timely closure of Escalated complaints
• Enhancing customer satisfaction and retention
• Focusing on astonishing services / Cross Selling / IDEA generation to lessen cost and improving customer satisfaction in all dimensions.

• Managing Account Department & Taxation related activities
• Reporting of Financial activities to chartered account of company
• Managing all banking transactions.

• Performed filing of tax returns & helping with investment options to the clients
• Processing Entries in Tally & Maintaining accounts
• Suggesting the portfolio investment to client as per the requirements in order to save tax & create wealth.