Nadeem Halani

• Self-motivated, with a strong sense of personal responsibility.
• Worked effectively in fast-paced environments.
• Skilled at working independently and collaboratively in a team environment.
• Proven ability to learn quickly and adapt to new situations.
• Fixed Deposit - Daily activity to check on competition bank’s website and maintain a master file within the team which will be circulated to the senior management. Any changes in rates of competitors need to be highlighted and flagged off. Fixed Deposit ROI Reports. Saving Bank ROI Reports. NRE/FCNR Deposit Rates. Bulk Fixed Deposit ROI Reports. Senior Citizen Fixed Deposit ROI Reports
• Weekly files from the branches are collated and shared to us for reporting to finance team. File includes all manual cases of surrogate and OLD Cust IDs which need to be checked and reported to Finance. Finance includes the same in weekly KPI calculations and further in monthly KPIs
• Assist in the marketing emailer calendar - check data logics, frequency, verify link in the email working.
• Forex rate booking for WM clients - publishing daily Forex rates. Booking of Forex Rates over the call with RM/Customer . Maintaining Record of Forex Booking and circulating the final MIS on daily basis.
• Mapped Book Analysis - Incharge of all mapping requests received from branches. Ensure mapping on Finacle is replicated on WMS , LMS, OLB. Monthly mapping report to be taken from analytics after CBV and shared with senior management. Manage remapping of resigned base. Quarterly mapping report to be taken from analytics. This report will show the mapping grid across job families. Any deviations to be highlighted.
• Payroll Corporate Accounts onboarding - Prepare payroll offer proposition as per branch requirement and circulate to the team as and when required. This is done basis pre-defined parameters and hence checks done if sourcing is done as per the set parameters. Creation of payroll code and ensure the same is created in Finacle and available for NTB login. Share the corporate agreement as and when required by branches and help in queries of any.

• Managed client portfolios, enhancing investment strategies to align with market trends.
• Analyzed market data to identify investment opportunities, guiding decision-making processes for clients.

Active interaction with High Net Worth Portfolio Clients and

assisting them in their queries pertaining to various Investment,

Life- Insurance, Fixed Deposit, Bonds, Stocks Trading, Mutual

Funds, Demat Account offered by the bank.

• Extensive co-ordination with various support sections across

ICICI India to ensure complete and satisfactory resolutions of

customer inquiries and complaints.

• As a Senior Relationship Manager in Branch Banking Division, I

was actively in charge of handling all types of queries pertaining

to Investment, Trading Accounts, Shares Transfer, Demat.

• Also Answering transaction related queries that include

processing customer request for Demat Transfer, Mutual Funds,

Online Trading Transfer.

• Active interaction with HNW (High Net Worth) clients and

assisting them in their queries pertaining to various liabilities,

assets and credit card products offered by the bank.

• Extensive co-ordination with various support sections across

HSBC India to ensure complete and satisfactory resolutions of

customer inquiries and complaints.

• Introducing various products and services (additional and

seasonal) to entice clients and forward pre-qualified leads to

Wealth management team, thereby augmenting the bank’s

customer base.

• As an Client Manager in personal banking division, I was actively in charge of handling all types of request/complaints for personal banking.
• Answering transaction related queries that include processing

customer request for transfer payments, deposit placement,

making utility bill payments.

• Handling customer’s queries related to Bank Accounts.

Handling Customer’s complaints Calls and follow up to ensure

first time resolution.

• Mentoring newly trained Phone Banking Officer’s on the

production floor.

• Cross sell of different banking products like Insurance, Upgrades

of Accounts , etc

• Assisted Supervisor in Administrative and Training requirement

of the team.

• Follow up with different departments to resolve customer

queries.

• Well versed with Assets and Liability Products.