Priya
Instructional Designer
Bengaluru
Summary
Certified Instructional Designer adept at planning and implementing onsite and remote training programs. Authoritative and clear communicator with enthusiastic style and insightful approach.
Well versed in authoring tools, eLearning development, video production, financial training, storyboarding. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
8
8
years of professional experience
5
5
years of post-secondary education
4
4
Certifications
2
2
Languages
Work History
Service Operations Manager
Equitas Small Finance Bank
04.2023 - 10.2023
- Lead the Operations team.
- Ensured regulatory and procedural compliance.
- Created content for marketing and promotional projects.
- Hired, trained and supervised team of service staff members to meet business goals.
- Maintained team productivity and quality of service by establishing and maintaining clear benchmarks.
- Coordinated with other departments to maintain streamlined and productive workflow.
- Followed established auditing processes to meet internal and regulatory requirements.
Manager - Personal Banker
Yes Bank Ltd
04.2022 - 03.2023
- Performed KYC ( Know Your Customer ) policy checks and Scrutiny of account opening documents for various customer segments - individual savings account, current accounts for Proprietorship firm, Partnership firm, Pvt Ltd/Public Ltd Companies , Trust etc
- Onboarded new employees with training and new hire documentation.
- Cross-trained existing employees to maximize team agility and performance.
- Handling of Regulatory notices , marking of Hold / Debit freeze or take necessary actions as requested in the notice
- Handling of CRM , enquiry ,queries and complaints raised by customers and providing solution within TAT
- Monitoring of high value transaction and alerts received from the Financial Control Unit.
Deputy Manager - Personal Banker
Yes Bank Ltd
12.2021 - 03.2022
- Opening & closing of Bank account for various customer types.
- Cross selling & Upselling of Banking products like credit card , safe deposit locker, loan , investments etc.
- Meeting monthly target of KRA as per the goal sheet.
- Stayed up to date on changing product and service options to provide top-notch support to customers and employees.
Deputy Manager, Branch Service Partner, Corporate Operations & Service Delivery
Yes Bank Ltd
05.2019 - 11.2021
- Processing of Corporate Tax Payment & Custom Duties
- Dealing with Corporate clients for their Operational & Transactional work like statement generation , balance confirmation, RTGS , NEFT , Fund transfer , DD , account modifications like addition / deletion of Authorised Signatory , BO updation ,Dormant Account activation , demographic changes etc
- Corporate salary transfers both intra bank & interbank
- Conducting meetings with the Corporates for lead generation and moving them to alternate banking channels
- Authorisation of Financial Non - Financial transactions.
Assistant Manager - Customer Service Officer
Axis Bank Ltd
09.2015 - 05.2019
- Handling Banking operational work & transactions like transfer of funds , NEFT , RTGS , Opening & closing of accounts and term deposits
- Handling of customer queries , banking requirements, timely closure of customer service requests etc
- Authorisation of various financial and non financial Banking transactions
- Handling of Corporate Bulk Salary Uploads (inter bank and intra bank ), sharing of UTR details / rejections to corporate clients , Bulk DD issuance , processing of remote location DD for Corporate clients
- Handling of various account instructions like modifications in demographic details , addition and deletion of Authorised Signatory, Re-KYC updations etc.
Education
PGDBS in Banking Services -
Manipal University
08.2014 - 08.2015
B. Tech - undefined
Global Institute of Technology
07.2010 - 07.2014
Schooling -
Atomic Energy Central School
Skills
Customer Due Diligenceundefined
Certification
Instructional Design by KPMG
Accomplishments
- Got Spot on Award for the month of July 2022 at Yes Bank Ltd.
- Qualified for London Felicitation in National Level Contest held at Yes Bank (Q4-2022).
- Awarded for many Circle Level Contest held at Yes Bank, Bangalore.
- Awarded Certificates and medals for various contests held at Axis Bank, Gurgaon.
- Got 1st position in academics in B.tech 2nd year & 2nd position in 3rd year.
- Won 2nd prize in National Level Science Exhibition held at Mumbai-2005.
Personal Information
- Date of Birth: 02/01/92
- Gender: Female
- Nationality: Indian
Timeline
Instructional Design by KPMG
01-2024
Service Operations Manager
Equitas Small Finance Bank
04.2023 - 10.2023
Manager - Personal Banker
Yes Bank Ltd
04.2022 - 03.2023
Deputy Manager - Personal Banker
Yes Bank Ltd
12.2021 - 03.2022
Deputy Manager, Branch Service Partner, Corporate Operations & Service Delivery
Yes Bank Ltd
05.2019 - 11.2021
Assistant Manager - Customer Service Officer
Axis Bank Ltd
09.2015 - 05.2019
PGDBS in Banking Services -
Manipal University
08.2014 - 08.2015
B. Tech - undefined
Global Institute of Technology
07.2010 - 07.2014
Schooling -
Atomic Energy Central School
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