Nidhi Suresh Kadam
Navi Mumbai
Summary
Detail-oriented Banking Operations professional skilled in supporting UHNI client portfolios through service delivery, regulatory compliance, and process management. Expertise includes account onboarding, documentation verification, investment coordination, remittances, and stakeholder management. Committed to maintaining service standards and operational accuracy. MBA (Finance) graduate ready to apply operational expertise and client management skills in banking, wealth management, or financial services.
Overview
4
4
years of professional experience
4
4
Certifications
Work History
Client Service & Operations Manager
ICICI BANK
Navi Mumbai
06.2023 - Current
- Manage end-to-end servicing for a portfolio of 350+ UHNI client families, ensuring accurate and timely execution of banking requests in line with internal processes and regulatory guidelines.
- Handle operational activities related to account opening, onboarding, documentation verification, Re-KYC compliance, and system updates with high accuracy and adherence to audit standards.
- Coordinated with internal departments including Relationship Management, Compliance, Operations, and Treasury teams to ensure seamless processing of client requests and prompt issue resolution.
- Monitored and executed service requests including credit card processing, limit enhancements, remittances, and account modifications, consistently meeting defined turnaround times (TAT).
- Perform due diligence and documentation checks to ensure compliance with regulatory requirements and bank policies, minimizing operational risk.
- Support implementation of the “1 RM – 1 Family” initiative by ensuring correct customer mapping, onboarding accuracy, and operational tracking.
- Managed high-value inward and outward remittances for UHNI clients, ensuring error-free processing and regulatory compliance while coordinating with forex teams for timely execution.
- Act as the primary point of contact for digital banking support, resolving issues related to internet banking, mobile banking, fund transfers, and online service platforms.
- Achieved a consistent zero-escalation record by ensuring proactive issue resolution and adherence to service standards.
Finance Intern
Walplast Pvt Ltd
Navi Mumbai
04.2022 - 05.2022
- Supported accounts payable and receivable processes, ensuring accuracy of financial records and timely updates in accounting systems.
- Reconciled customer and vendor accounts by verifying ledger balances, identifying discrepancies, and coordinating with internal teams for resolution.
- Maintained documentation and improved record accuracy in collaboration with accounts team during reconciliation process.
Education
MBA - Finance
SIES SCHOOL OF BUSINESS STUDIES
01-2023
Master of Commerce - Accounting And Finance
Institute of Distance & Open Learning
03-2021
Bachelor of Accounting - Accounting And Finance
Western College of Commerce & Business Management
03-2019
Skills
- Banking operations
- KYC compliance
- Portfolio servicing
- Account onboarding
- Portfolio Management
- Investment processing
- Forex coordination
- Stakeholder coordination
- Detail orientation
Languages
- English
- Hindi
- Marathi
Languages
English
Advanced (C1)
C1
Hindi
Advanced (C1)
C1
Marathi
Native
Native
Certification
NISM Series V-A: Mutual Fund Distributors Certification
Timeline
Client Service & Operations Manager
ICICI BANK
06.2023 - Current
Finance Intern
Walplast Pvt Ltd
04.2022 - 05.2022
MBA - Finance
SIES SCHOOL OF BUSINESS STUDIES
Master of Commerce - Accounting And Finance
Institute of Distance & Open Learning
Bachelor of Accounting - Accounting And Finance
Western College of Commerce & Business Management