PRAGYANSINI SUNA

•Managed acquisition and servicing of CASA accounts while maintaining 100% compliance with KYC, AML, and FATCA norms.

•Advised high-net-worth (HNI) and retail clients on mutual funds, SIPs, insurance, and fixed-income products aligned with risk appetite.

•Handled end-to-end account operations including onboarding, transaction monitoring, and documentation verification.

•Initiated and tracked fraud-related complaints; coordinated with internal investigation teams for timely dispute resolution.

•Conducted due diligence and market analysis to identify growth opportunities within managed portfolios.

•Collaborated cross-functionally to streamline onboarding and improve customer turnaround time (TAT).

• Responsible for selling the product and services.
• Educated students about the benefits of the products and services offered.
• Gained exposure to data tools and business reporting for sales pipeline monitoring.
• Maintained sales records and database.
• An online education platform that provides learning opportunities across various subjects

• Managed sales cycles and developed business strategies that resulted in a 20% increase in customer acquisition.
• Sold products and services using solid arguments to prospective customers.
• Performed cost-benefit analyses of existing and potential customers.
• Maintained positive business relationships to ensure future sales and referrals.
• Led a team in launching new courses and improving the learning experience.
• Conducted in-depth competitor analysis to identify market trends and adapt strategies.
• An online higher education platform offering various courses in association with universities

• Provided financial advice to clients, helping them manage their accounts and investments efficiently.
• Ensured strict compliance with banking norms, KYC, AML, and FATCA regulations.
• Enhanced customer satisfaction through personalized service, leading to higher rates of repeat business.
• Achieved sales targets consistently by cross-selling financial products.
• Created plans and communicated deadlines to ensure tasks were completed on time.
• Initiated and tracked dispute resolution cases for fraudulent transactions, coordinating with internal fraud investigation and chargeback teams to ensure timely resolution and customer satisfaction.
• Maintained proper documentation and follow-up logs for fraud complaints, ensuring compliance with RBI dispute guidelines and internal SLA timelines.
• Addressed customer account issues and resolved problems efficiently.
• A leading private sector bank providing comprehensive financial services