Neenu Nair
Personal Banker
Navi Mumbai
Summary
Results-oriented Personal Banker with over 6 years of experience in financial services, specializing in client relationship management and growth-driven marketing strategies. Demonstrated success in risk management and compliance, consistently meeting regulatory standards while enhancing customer satisfaction. Multilingual proficiency allows for effective communication with a diverse clientele. Aiming to leverage expertise to further organizational objectives and foster lasting client partnerships.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Personal Banker
Indusind Bank Limited
Navi Mumbai
08.2023 - Current
- Offered financial guidance to clients, boosting yearly savings and investments.
- Performed risk assessments, developing strategies to meet regulatory standards.
- Devised and carried out marketing plans to boost product and service visibility.
- Guided new hires through hands-on training to improve their understanding of company products and customer interaction.
Wealth Relationship Manager
Citibank NA
Mumbai
02.2022 - 02.2023
- Provided professional consultations to secure high-value client relationships.
- Completed various due diligence activities on current clients such as transaction monitoring and risk assessment by location.
- Performed KYC tasks for domestic and APAC clients.
- Assisted clients with their banking requirements.
Service Relationship Manager
Kotak Mahindra Bank
Mumbai
03.2020 - 01.2022
- Addressed client inquiries regarding documentation and product information.
- Collecting and reviewing AML documents for new clients, and supporting the compliance team for onboarding and other documentation reviews.
- Tracked status of KYC files meticulously to ensure completion within required TAT.
- Managed NRI client relationships and evaluated risk based on geographical location.
- Fulfilling Audit and Internal control requirements.
- Performed KYC verification for a wide range of corporate banking customers, such as sole traders, LLCs, LLPs, foundations, trusts and partnership firms.
Priority Relationship Manager
Axis Bank
Navi Mumbai
06.2018 - 03.2020
- Executed up-selling and cross-selling strategies effectively.
- Achieved business goals by managing relationships with priority and HNI clients through remote communication.
- Expanded market presence by building rapport with existing customers and initiating strategic partnerships.
- Addressed customer requests and issues promptly.
Education
MMS - Finance
PIMSR
Navi Mumbai2018
Bachelor in Accounting and Finance -
PCACS
Navi Mumbai2016
Skills
- Effective Communication
- Efficient Issue Resolution
- Fluent In Multiple Languages
- Microsoft Office Proficiency
- CRM management
Certification
· IRDA Certified – Insurance Distribution
· NISM Series XXI-A Portfolio Management Services (PMS) certified
· NISM series V-A Mutual fund distribution certified
Timeline
Personal Banker
Indusind Bank Limited
08.2023 - Current
Wealth Relationship Manager
Citibank NA
02.2022 - 02.2023
Service Relationship Manager
Kotak Mahindra Bank
03.2020 - 01.2022
Priority Relationship Manager
Axis Bank
06.2018 - 03.2020
MMS - Finance
PIMSR
Bachelor in Accounting and Finance -
PCACS
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