Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Pallavi Mehndiratta

Gurgaon

Summary

Dynamic banking professional with extensive experience at ICICI Bank Ltd., excelling in customer relationship management and KYC compliance. Proven track record in enhancing service delivery and managing complex account portfolios, ensuring regulatory adherence while fostering strong client connections. Adept at resolving escalations and driving customer satisfaction through effective communication and strategic problem-solving.

Overview

9
9
years of professional experience
1
1
Certification

Work History

SDA CASH (DEPUTY MANAGER)

RBL BANK
GURGAON
05.2024 - Current
  • Processing of customer requests on time (NEFT, RTGS, DD etc.)
  • Handling CRM requests
  • Handling call back vouchers
  • Handling account opening process

SDA NON -CASH (DEPUTY MANAGER)

RBL BANK
GURGAON
07.2022 - 05.2024
  • Help the customers for grouping their family’s account.
  • Handling the account opening process.
  • Handling customer queries.
  • Managing the portfolio of Aspire clients of the Bank.

RELATIONSHIP MANAGER (ASSISTANT MANAGER)

ICICI BANK LTD
NEW DELHI
11.2016 - 07.2022
  • Facilitated account openings and service transfers for new bank customers.
  • Advised customers on financial decisions to enhance their banking experience.
  • Maintained strong customer relations through effective communication.
  • Drafted informative documents on bank services for distribution to potential customers.
  • Processed transactions including withdrawals, deposits, and transfers accurately.
  • Assisted in opening and closing customer accounts, including credit and debit cards.
  • Migrated customers onto digital platforms, enhancing access to self-service channels.
  • Ensured compliance with KYC requirements for timely account openings and service requests.

Education

B.Sc. - Computer Science

SD College
Ambala Cantt
01.2014

Skills

  • Customer relationship management
  • Account management
  • KYC compliance
  • Service delivery
  • Regulatory compliance

Certification

  • Postgraduate diploma in banking and financial services
  • Specified person certification - life insurance (IRDA)
  • National Institute of Securities Markets (AMFI) certified

Accomplishments

  • Qualified “Halla Bol” Contest (August 2018).
  • Qualified “Life Insurance” Contest (March 2019).
  • Qualified “Beat the Heat” Contest (Mortgage)(April, May 2019).
  • Qualified “Gold Loan Carnival” contest (November 2019).
  • Qualified “Spartan” contest (November 2019).
  • Qualified “Mortgage Moviethon” contest (December 2019).
  • Qualified “Gold Loan League” contest (October 2020).
  • Qualified “Gold Loan League” contest (October 2021).
  • Qualified “Gold Loan League” contest (January 2022).
  • Qualified Health Insurance contest (October 2022).
  • Qualified NR contest (September 2023).

Timeline

SDA CASH (DEPUTY MANAGER)

RBL BANK
05.2024 - Current

SDA NON -CASH (DEPUTY MANAGER)

RBL BANK
07.2022 - 05.2024

RELATIONSHIP MANAGER (ASSISTANT MANAGER)

ICICI BANK LTD
11.2016 - 07.2022

B.Sc. - Computer Science

SD College

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Pallavi Mehndiratta