Priya Bathla
Panipat
Summary
Dynamic banking professional with extensive experience at HDFC Bank, excelling in regulatory compliance and operational efficiency. Proven track record in enhancing customer service and implementing process improvements. Skilled in KYC verification and cross-selling strategies, fostering strong client relationships to drive satisfaction and loyalty.
Overview
8
8
years of professional experience
Work History
CLEARING OPERATIONS
HDFC BANK LTD
Panipat
09.2024 - Current
- Executed clearing operations for 22 branches in Panipat efficiently.
- Leveraged ideas and feedback to implement system changes.
- Streamlined processes to enhance operational effectiveness.
Operations Manager
HDFC BANK LTD
Panipat
01.2023 - 08.2024
- Ensured compliance with regulatory standards in DVU operations.
- Executed account opening and KYC checks per RBI norms.
- Processed customer instructions to enhance service efficiency.
- Facilitated demat account openings, streamlining client onboarding.
- Handled reKYC requests promptly to maintain accurate records.
- Managed Self Help Group and KGC accounts effectively.
Trade Finance Officer
HDFC BANK LTD
Yamuna Nagar(hr)
07.2022 - 12.2022
- Managed import transactions to ensure compliance and accuracy.
- Oversaw export collection transactions to optimize cash flow.
- Closed EDPMS and IDPMS transactions to maintain financial integrity.
Deputy Branch Manager
ICICI BANK LTD
BHATINDA
04.2020 - 06.2022
- Promoted bank services to local businesses, increasing customer base and community engagement.
- Resolved customer complaints efficiently, maintaining high levels of satisfaction.
- Managed daily branch operations, supervising customer service, sales, transactions, and loan processing.
- Monitored employee activities to ensure compliance with security protocols.
- Oversaw maintenance of branch equipment including ATMs, computers, and printers.
Branch Business Manager
ICICI BANK LTD
BHATINDA
04.2019 - 03.2020
- Managed current account portfolio for 15 branches, optimizing service delivery.
- Processed CMS transactions for current account customers, ensuring accuracy and compliance.
- Demonstrated deep knowledge of current accounts and KYC requirements.
- Generated cross-selling opportunities to enhance business growth.
Value Banker
ICICI BANK LTD
BHATINDA
04.2018 - 03.2019
- Delivered exceptional customer service through in-person and telephone interactions.
- Exceeded customer satisfaction by devising innovative problem-solving strategies.
- Managed time efficiently to complete tasks within deadlines.
- Utilized software tools to enhance process efficiency and performance.
Privilege Banker
ICICI BANK LTD
BHATINDA
06.2017 - 03.2018
- Identified cross-selling opportunities to improve customer financial outcomes.
- Developed strong relationships with customers to drive satisfaction and loyalty.
- Analyzed customer portfolios to maximize wealth potential through targeted strategies.
- Assisted customers in opening new accounts and guided them on banking services.
- Conducted KYC checks on new applicants to ensure accurate identity verification.
Education
MBA - Finance
KURUKSHETRA UNIVERSITY
KURUKSHETRA06-2017
B.COM -
DAV GIRLS COLLGE
YAMUNA NAGAR06-2014
High School Diploma -
DAV PUBLIC SCHOOL
YAMUNA NAGAR04-2011
Skills
- Clearing operations
- Regulatory compliance
- Customer service
- Cross-selling strategies
- Operational efficiency
- Process improvement
- KYC verification
- Team leadership
Timeline
CLEARING OPERATIONS
HDFC BANK LTD
09.2024 - Current
Operations Manager
HDFC BANK LTD
01.2023 - 08.2024
Trade Finance Officer
HDFC BANK LTD
07.2022 - 12.2022
Deputy Branch Manager
ICICI BANK LTD
04.2020 - 06.2022
Branch Business Manager
ICICI BANK LTD
04.2019 - 03.2020
Value Banker
ICICI BANK LTD
04.2018 - 03.2019
Privilege Banker
ICICI BANK LTD
06.2017 - 03.2018
MBA - Finance
KURUKSHETRA UNIVERSITY
B.COM -
DAV GIRLS COLLGE
High School Diploma -
DAV PUBLIC SCHOOL
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