Finacle
Palak Bajpai
Senior Manager
Ghaziabad
Summary
Accomplished Senior Manager with a proven track record at Kotak Mahindra Bank, excelling in customer relationship management and regulatory compliance. Demonstrated success in enhancing operational efficiency and risk management through strategic transaction monitoring and cross-functional collaboration. Recognized for outstanding client service and achieving high satisfaction ratings, leveraging skills in KYC and team collaboration.
Overview
4
4
years of professional experience
5
5
years of post-secondary education
3
3
Certifications
Work History
Senior Manager
Kotak Mahindra Bank
07.2023 - Current
- Managing relationships with corporate clients, providing tailored transaction banking solutions including payments, and trade finance.
- Dealing in various trade products like LC, BG, foreign remittance, export/import through various currency USD/EUR/AUD/GBP/AED.
- Conducting quality assurance reviews of transaction monitoring activities to ensure adherence to internal policies and regulatory standards.
- Facilitating seamless execution of international transactions, ensuring compliance with regulatory requirements and adherence to service level agreements (SLAs).
- Collaborating with cross-functional teams to streamline workflows and optimize transaction monitoring systems.
- Maintained a client satisfaction rating of 95% through proactive communication and prompt issue resolution.
Manager
ICICI Bank
11.2020 - 06.2023
- Managed relationships with 20+ corporate clients, ensuring satisfaction and retention.
- Ensured compliance with regulatory requirements and internal policies.
- Worked closely with internal departments such as sales, operations, and compliance to deliver seamless client service
- Facilitated seamless integration of digital banking platforms, enhancing client experience and operational efficiency
- Achieved high accuracy rates in transaction analysis and monitoring, contributing to the organization's compliance and risk management objectives
- Recognized for achieving high client satisfaction ratings and exceeding performance targets in transaction processing and service delivery.
Education
PGDM - Finance And Marketing
FOSTIIMA Buisness School
Delhi, India 08.2018 - 01.2020
BBA - Buisness Administration
Virendra Swarup Institute of Professional Studies
Kanpur, India 07.2015 - 03.2018
Senior Secondary : Commerce -
M.V.M Sr. Sec School
Kanpur, India 04.2014 - 03.2015
Skills
KYC (Know Your Customer)
Transaction Monitoring
Regulatory Compliance
Risk Management
Team Collaboration
Customer Relationship Management (CRM)
Operational Efficiency
Data Analysis
Financial Analysis
Customer Service
Software
Trade Online
Trade Connect
MS Excel
Certification
NISM-Series-V-A: Mutual Fund Distributors Certification Examination by SEBI
Timeline
Senior Manager
Kotak Mahindra Bank
07.2023 - Current
Manager
ICICI Bank
11.2020 - 06.2023
PGDM - Finance And Marketing
FOSTIIMA Buisness School
08.2018 - 01.2020
BBA - Buisness Administration
Virendra Swarup Institute of Professional Studies
07.2015 - 03.2018
Senior Secondary : Commerce -
M.V.M Sr. Sec School
04.2014 - 03.2015
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