NAMRATHA PRIYA
Bengaluru
Summary
Results-oriented professional experienced in driving operational excellence and business growth. Experienced in developing and executing strategic plans to optimize workflow and improve processes. Passion for continuous learning and innovation.
Overview
6
6
years of professional experience
3
3
Certifications
Work History
Team Lead
JP Morgan
11.2022 - Current
- Led and mentored a diverse team of 14 professionals, overseeing daily operations, performance metrics, and achieving departmental objectives.
Spearhead team initiatives to ensure alignment with company goals, including project planning, resource
allocation, and process improvements. - Developed and implemented training programs to enhance team skill sets, resulting in a 11% improvement in team performance and efficiency.
- Built and fostered relationships with business partners, contributing effectively in BAU-related calls and projects, Ran BAU-related projects and actively participated in other initiatives, driving continuous improvement and innovation
- Promoted a culture of continuous learning and cross-training, ensuring timely completion of all learning and development activities
- Demonstrated integrity, positive attitude, and strong work ethic by prioritizing work effectively and leading by example
- Ensured adherence to SOPs and compliance policies, updating and maintaining detailed documentation and process guidelines.
- Monitoring and ensure adherence to
compliance, risk management, and regulatory guidelines, ensuring team's practices with the J.P. Morgan's standards
Client Analyst
HSBC
03.2021 - 11.2022
- Executed end-to-end client onboarding requests for HSBC's Global Banking and Markets Sector
- Build and manage a portfolio of high-net-worth clients, ensuring satisfaction and retention by providing personalized banking and financial solutions tailored to individual needs.
- Fostered client relationships by responding to inquiries, resolving problems, and following up with potential and existing clients
- Handled complaints, provided timely solutions, and ensured resolution to maintain high client satisfaction
- Collaborated with sales, marketing, management, legal, and compliance teams to improve communications and develop solutions, Coordinate with various departments wealth management, Tax, Credit teams and regulations to deliver seamless service and ensure clients financial objectives are met.
- Acted as a point of escalation for service delivery, ensuring adherence to agreed turnaround times (TAT) and service level agreements (SLAs)
- Utilized compliance tools to mitigate audit risks and maintained 100% protocol accuracy on management tools and procedures
- Monitored clients accounts, assess financial risk, and ensure compliance with banking regulations, including KYC, AML, and internal policies.
- Created innovative solutions to complex problems facing clients.
Payments Investigation Officer
HSBC
09.2019 - 02.2021
- Investigated and resolve payment discrepancies, chargebacks, and transaction errors, ensuring all issues are addressed within compliance and company guidelines.
- Analyzing transaction data, including
ACH, wire transfers, and card payments, to identify potential fraud, unauthorized activity, or processing
errors. - Worked closely with internal teams, such as Fraud Prevention, Risk, and Customer Service, KYC and Regulators to identify the root causes of payment issues and implement corrective actions. Increased customer satisfaction by resolving issues promptly and effectively, ensuring high levels of client retention
- Collaborated with clients to gather supporting documentation and resolve disputes, Listened to customers and negotiated solutions within defined SLAs, improving customer satisfaction, maintaining business relationships, prioritization and strong work ethic
- Performed detailed reviews of payment processes, identifying inefficiencies, and recommending process improvements to reduce future payment errors
- Performed background checks on potential suspects or witnesses to verify their identity and credibility, Analyzed complex financial information to determine the source of funds used in criminal activity along side with teams being part of AML CDD and KYC checks
- Developed and implement strategies to acquire new clients and expand business opportunities, contributing to a 6% increase in annual revenue.
Client Service Associate
Workex
01.2019 - 09.2019
- Enhanced recruitment process for faster hiring by utilizing various sourcing tools such as job boards, social media, and networking events.
- Conducted phone interviews to assess applicants relevant knowledge, skills, experience and aptitudes.
- Pre-screened resumes prior to sending to corporate hiring managers for consideration.
- Collaborated with managers to identify and address employee relations issues.
- Increased candidate placements by developing and maintaining relationships with clients and candidates.
- Led a Project by Aditya birla group for employee retention by retaining over 49 employee and providing resolutions and been identified by the Birla stakeholders and got the spot award for the quick turn around
Education
BBA in Business Administration - Finance -
Sree Medha Degree College
Skills
Team Leadership & Development
Client Relationship Management
Change Management
Risk Management & Compliance
Payments Investigations & Dispute
Resolution
Transaction Monitoring & Fraud
Detection
Quality control
Performance monitoring
Employee engagement
Certification
CSM - Certified Scrum Master
Accomplishments
- Played a key role in growing the bank's revenue by 12% through strategic client relationship management and cross-selling financial products.
- Recognized by management and peers for outstanding performance or contributions to team success, such as awards or commendations.
- Developed and implemented strategies that significantly increased client retention and satisfaction levels, evidenced by positive feedback and repeat business.
Timeline
Team Lead
JP Morgan
11.2022 - Current
Client Analyst
HSBC
03.2021 - 11.2022
Payments Investigation Officer
HSBC
09.2019 - 02.2021
Client Service Associate
Workex
01.2019 - 09.2019
CSM - Certified Scrum Master
Alteryx (In progress)
Tableau (In Progress)
BBA in Business Administration - Finance -
Sree Medha Degree College
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