Pavitra Akshay Bodolla

* Conducted Video KYC (Know Your Customer) for onboarding new clients, ensuring compliance with regulatory and bank-specific policies. Performed customer due diligence by verifying identity documents and assessing customer profiles for fraud risk.
* Maintained a thorough understanding of compliance requirements to ensure adherence to anti-money laundering (AML) and Know Your Customer (KYC) guidelines.
* Cross-sold a wide range of financial products, including personal loans, home loans, savings accounts, and investment products. Collaborated with various internal teams to provide a seamless customer experience during the onboarding process.
* Identified and addressed customer needs through consultative selling techniques, increasing product adoption and customer satisfaction.
* Assisted in the resolution of customer queries and issues related to the KYC process, providing excellent service and maintaining client relationships. Continuously updated knowledge of banking products, services, and regulatory changes to stay compliant and deliver accurate information to clients.

• Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
• Built and maintained relationships with new and existing clients while providing high level of expertise.
• Worked with Affluent Banking department to facilitate communication and deliver personalized solutions to customers.
• Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
• Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
• Maintained knowledge on banking products and distribution to provide optimal service support.

• Ensured smooth functioning of the day-to-day operations of the Bank in terms of Clearing, Foreign Exchange, Demat, Front office, and other related operations.
• Managing customer centric banking operations, forwarding customer instructions to the concerned department & ensuring customer satisfaction by achieving delivery & service quality norms.
• Associated with regional audit departments and corporate audit departments. Lead the branch in terms of audit, internal and external compliance and handling customer service issues.
• Processing of account opening application forms. Responsible for adherence of the KYC and AML norms.
• Devise and implement business development strategies to identify and acquire opportunities for enhancing business for Savings and Current Accounts, large ticket size term deposits from various business and non-business houses.
• Formulating strategies to penetrate new accounts and expand existing ones for meeting pre-determined business objectives and targets Convince and acquire business for group accounts and salary accounts from Trusts, Societies and business houses and Government Institutions.
• Work for enhancement of fee income through Life Insurance, General Insurance, Gold, Foreign Exchange and Mutual Fund through cross sale and by implementing effective promotional strategies.
• Ensure the attainment of profitability, business growth and enhanced market share by generating income from all type of asset products.
• Interacting with high net worth clients for understanding their requirements & suggesting the most viable solution and cultivating relations with them for customer retention & securing repeat business.

• Answered questions and addressed, resolved, or escalated issues to management personnel to satisfy customers.
• Welcomed customers with friendly greeting, answered general questions, gathered nature of visit and directed to specific offices.
• Collected and distributed messages to team members and managers to support open communication and high customer service.
• Handled assignments independently with good judgement and critical thinking skills.
• Handled incoming and outgoing package deliveries, working with vendors to complete special requests and track missing packages.
• Resolved customer problems and complaints.