PRIYA TRIPATHI
Banker Authorizer
Noida
Summary
Dynamic and customer-focused professional with a strong background in both the banking sector and retail fashion industry, bringing over 4+ years of experience in delivering exceptional client service, operational support, and sales excellence. Proven ability to manage customer relationships, handle financial transactions, and promote brand awareness. Adept at working in fast-paced environments with attention to detail and strong interpersonal skills.
Overview
1
1
Language
8
8
years of professional experience
Work History
Banker Authoriser
IDFC First Bank
09.2025 - Current
- Authorise and verify customer transactions while ensuring adherence to bank policies and regulatory guidelines.
- Process and approve account maintenance requests, KYC updates, and customer profile modifications.
- Ensure accuracy and compliance in banking operations, minimizing operational and financial risks.
- Handle customer queries related to accounts, banking services, and transaction-related concerns.
- Review and authorize service requests within defined turnaround times (TATs).
- Support branch operations, customer onboarding, and lobby management activities.
- Generate and provide customer documents such as account statements, balance certificates, and TDS certificates.
- Ensure compliance with AML, KYC, and internal audit requirements.
- Manage account closures, customer instructions, and documentation verification processes.
- Promote and cross-sell banking products including Savings Accounts, Fixed Deposits, Insurance, Mutual Funds, and Digital Banking solutions.
- Maintain high levels of customer satisfaction through effective service delivery and relationship management.
- Coordinate with branch teams to ensure seamless banking operations and achievement of business goals.
- Managing the complete loan closure process, including repayment verification, closure formalities, release of pledged gold, documentation, and handover to the customer as per bank guidelines.
- Handling the Gold loan process, gold packet/pledge formalities, and ensuring compliance with prescribed procedures.
Service Delivery Manager
Indusind Bank
04.2025 - 09.2025
- Ensured seamless banking transactions and managed lobby operations to enhance customer experience.
- Address and resolve customer queries related to accounts and services, including modifications, deletions, or additions to customer records.
- Raised and tracked Service Requests (SRs) in the system for customer instructions and operational requirements, facilitating timely resolutions.
- Provide essential banking documents such as bank statements, balance certificates, TDS certificates, and other customer requests in a timely and accurate manner.
- Conducted welcome calls for newly opened accounts, streamlining customer onboarding and setting clear expectations.
Customer Experience Executive
HDFC Bank Limited
05.2022 - 03.2025
- Managed the smooth functioning of banking transactions and lobby management.
- Handled customer queries, obtained instructions for modifications, deletions, or additions to records, and raised Service Requests (SRs) to ensure accuracy and compliance.
- Issued bank statements, balance certificates, and TDS certificates to customers upon request.
- Welcome calling of newly opened accounts and process account closures.
- Entered Digital Life Certificate information and updated passbook data accurately into the system.
- Managed the custody and proper disposal of deliverables to ensure compliance with regulations.
- Custodian of deliverables and their disposal.
- Cross-sold products including savings accounts, SIPs, mutual funds, and life insurance to meet customer needs and contribute to revenue growth.
Senior Fashion Consultant
Ritu Kumar
03.2019 - 04.2022
- Interacting with customers on a daily basis.
- Responsible for store and individual sales.
- Performed key role in CRM.
- Responsible for preparing activity sales reports.
- Taking care of products display and ability.
- Achieving sales targets.
- Managing Stocks and Reports.
- Coordination as a team work.
Education
D.EL.ED -
Kanpur University
B.A. Hons - Hindi
Delhi University
12th Passed -
C.B.S.E.
10th Passed -
C.B.S.E.
Skills
Presentations/Slideshows (PowerPoint, Google Slides, )
Email (Mail Merge, Filters, Folders, Rules)
Spreadsheets (Excel, Google Sheets)
Google Drive (Docs, Sheets, Slides, Forms)
MS Office (Word, Excel, Outlook, PowerPoint)
Mentoring
Disclaimer
I do hereby declare that all the statements and details furnished above are true to the best of my knowledge and belief.
Personal Information
Hobbies and Interests
- Music
- Dancing
- Yoga
Timeline
Banker Authoriser
IDFC First Bank
09.2025 - Current
Service Delivery Manager
Indusind Bank
04.2025 - 09.2025
Customer Experience Executive
HDFC Bank Limited
05.2022 - 03.2025
Senior Fashion Consultant
Ritu Kumar
03.2019 - 04.2022
10th Passed -
C.B.S.E.
12th Passed -
C.B.S.E.
B.A. Hons - Hindi
Delhi University
D.EL.ED -
Kanpur University