Pranali Jadhav
Banker
Summary
Experienced with financial advising, customer service, and sales. Utilizes expertise in banking products to identify and address client needs. Track record of building strong client relationships and ensuring client satisfaction through effective communication and problem-solving.
Overview
10
10
years of professional experience
Work History
Personal Banker
Barclays Global Service Centre
04.2023 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Promoted financial products by maintaining excellent service offering knowledge.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Followed up with customers to gather feedback and provide additional assistance.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
- Monitored customer accounts to detect irregularities or suspicious activity.
- Provided customers with additional information regarding account services.
- Greeted customers and delivered information about new account processes.
- Verified customer identity and reviewed documentation for accuracy.
KYC and Fraud
Concentric
04.2021 - 04.2023
- Delivered timely and accurate reporting on fraud trends, dispute volumes, and associated financial impacts to senior management.
- Identified fraudulent activities through meticulous analysis of transaction data and trends.
- Improved chargeback rates by proactively addressing potential disputes through targeted outreach efforts.
- Reduced instances of fraud by implementing comprehensive monitoring and reporting systems.
- Provided training and support to new team members, ensuring thorough understanding of company policies and procedures related to fraud prevention.
- Enhanced the efficiency of fraud detection tools by refining risk parameters and thresholds.
- Matched purchase orders with invoices and recorded necessary information.
- Supported KYC processes for prospective and existing customers.
- Identified potential risks and red flags through comprehensive customer risk assessments, mitigating potential financial losses.
- Performed periodic reviews and reports on merchants to comply with rules, regulations and KYC requirements.
- Determined customer risk ratings based on analysis and research findings.
- Conducted KYC formality reports on questionable accounts and transactions.
Travel Consultant
GTS E-SERVICES PRIVATE LIMITED
07.2018 - 10.2020
- Worked closely with clients to understand unique needs and meet specific travel desires.
- Exceeded customer service satisfaction standards by understanding and anticipating clients' expectations.
- Kept abreast of all airline rules, regulatory requirements and industry standards when scheduling travel arrangements.
- Negotiated with vendors to secure competitive rates, resulting in cost-effective travel options for clients.
- Organized trips for business travelers.
- Enhanced customer satisfaction by tailoring travel packages to individual preferences and needs.
- Assisted clients in navigating visa requirements and other travel documentation, minimizing potential issues during their trips.
- Built strong relationships with clients through exceptional communication and personalized service.
- Mentored junior consultants on best practices in the industry while fostering a collaborative work environment.
- Provided customers with best deals and well-researched travel options, successfully negotiating rates while improving customer satisfaction ratings.
- Coordinated both international and domestic travel accommodations for customers, arranging for airfare, hotel and rental car reservations.
Travel Agent
Sutherland Global Service
01.2017 - 04.2018
- Arranged travel accommodations for groups, couples, executives, and special needs clients.
- Increased client satisfaction by creating customized travel itineraries tailored to individual preferences and needs.
- Managed complex itinerary changes due to unforeseen circumstances without sacrificing customer satisfaction or incurring unnecessary expenses.
- Designed personalized vacation experiences based on thorough understanding of each client''s interests, budget constraints, and desired outcomes.
- Followed up with customers to increase customer service with travel plans.
- Supervised payments via credit and debit cards and handled sensitive information with professionalism and discreteness.
- Provided customers with best deals and well-researched travel options, successfully negotiating rates while improving customer satisfaction ratings.
- Maintained detailed records of client transactions, ensuring accurate billing information was always on hand for future reference or dispute resolution purposes.
- Organized memorable and exquisite travel itineraries and vacations for high-level clients, celebrities, politicians, and business executives.
- Offered comprehensive travel insurance options, ensuring clients were well-informed and protected.
- Provided emergency travel assistance, offering peace of mind and support to clients during their journeys.
- Streamlined booking processes, reducing errors and improving efficiency.
- Assisted clients with flight changes and cancellations to minimize travel disruptions.
- Promoted dedicated customer service and support by promptly resolving customer complaints.
- Recommended travel insurance plans to customers to reduce uncertainty and risk of financial loss.
Call Center Representative
Wipro
05.2015 - 05.2017
- Handled escalated calls professionally, effectively resolving complex issues and ensuring client satisfaction at all times.
- Managed high call volumes while providing exceptional customer support and maintaining professional composure.
- Enhanced customer satisfaction by efficiently addressing and resolving inquiries in a timely manner.
- Provided personalized assistance to clients, fostering strong relationships and promoting brand loyalty.
- Established trust with clients by accurately addressing their concerns and offering appropriate resolutions based on their needs.
- Developed rapport with customers through empathetic listening skills, creating positive experiences even during difficult conversations.
- Effectively communicated complex information in a digestible format for callers of varying levels of technical understanding.
- Exceeded monthly performance metrics consistently, contributing to the success of the call center operations.
- Streamlined call flow processes for more efficient response times and increased productivity.
- Delivered consistent top-notch performance under pressure during peak calling hours or challenging situations.
- Collaborated with team members to share best practices and improve overall team performance in meeting targets.
- Mentored new hires as they navigated our systems and protocols, fostering teamwork within the call center.
- Met customer call guidelines for service levels, handle time and productivity.
- Investigated and resolved customer inquiries and complaints quickly.
- Delivered prompt service to prioritize customer needs.
Education
Bachelor of Commerce -
Bharat College of Commerce And Science
Mumbai 04.2001 -
High School Diploma -
K. M. Agrawal College
Mumbai, India 04.2001 -
SSC -
Fatima High School
Badlapur, India 04.2001 -
Skills
Customer service and satisfaction
Relationship building and management
Account maintenance
Rapport building
Professional appearance
Self motivation
Time management abilities
Active listening
Task prioritization
Additional Information
- Receive weekly and monthly award
- Awarded by Best performance at Year End.
- Helped and trained the new batches
- Recognize by TM and AVP
Dancing, travelling
- Love to dance and even help to choregraphy the dance for school and college students
- Even receive many certificate in dance in school time.
- Love to explore new places and dream to visit Europe.
Timeline
Personal Banker
Barclays Global Service Centre
04.2023 - Current
KYC and Fraud
Concentric
04.2021 - 04.2023
Travel Consultant
GTS E-SERVICES PRIVATE LIMITED
07.2018 - 10.2020
Travel Agent
Sutherland Global Service
01.2017 - 04.2018
Call Center Representative
Wipro
05.2015 - 05.2017
Bachelor of Commerce -
Bharat College of Commerce And Science
04.2001 -
High School Diploma -
K. M. Agrawal College
04.2001 -
SSC -
Fatima High School
04.2001 -
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