PRIYANKA KUMARI
Gurgaon,HR
Summary
Experienced Deputy Manager in Operations with over 5 years of experience in the finance industry. Skilled in optimizing financial processes, managing compliance, and leading cross-functional teams to drive efficiency and growth. Proven track record of delivering operational excellence, enhancing productivity, and ensuring regulatory adherence in a fast-paced environment.
Overview
9
9
years of professional experience
Work History
Deputy Manager of Operations
SBNRI
12.2022 - Current
- Manage the day-to-day operations of the KYC team, including lead management, pipeline management, and forecasting
- Liaison with the vendors for Operations activities to ensure smooth functioning of the user funnel and put checks in place
- Quantify, analyze, and prepare operational databases
- Work closely with the sales, marketing, and strategy teams to develop and implement strong user operations and retention strategies and campaigns
- Provide guidance and support to the sales team to ensure they meet their targets and achieve their goals
- Ensure compliance with all relevant regulations, policies, and procedures
- Analyze KYC data, user behavior cohort, and performance metrics to identify trends and areas for improvement
- Handle team of operations in a lead capacity with roles of managing the team size, delegating executions report preparation and discussion.
Deputy Manager
Kotak Mahindra Bank
11.2021 - 03.2022
- Developed strong relationships with stakeholders to facilitate smooth communication and project completion.
- Collaborated with cross-functional teams to drive business growth and achieve corporate objectives.
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Maintained daily CRM reports and efficiently managed inventory procedures on FLEX CUBE.
HDFC Bank | Personal Banker
05.2018 - 09.2020
- Conducted BJR checking and ensured timely monitoring of KYC and Re-KYC processes
- Managed account activities post-activation, ensuring effective account management
- Maintained daily CRM reports and efficiently managed inventory procedures on FLEX CUBE
- Assist customers in their banking needs from account opening, and KYC to the successful conversion of the leads into the end customer
- Offered deals and financial assistance programs for the customers on behalf of the company whilst successfully helping in building the client base
- Deal with the clients daily to analyze the broader issues prevailing them and report the same to the hierarchy for effective measures to be put in place
- Oversee transactions and personal banking of the customers and represent the bank in a good faith
- Developed skills in customer acquisition and fundamental banking operations
- Enhanced ability to cater to a diverse customer base for efficient departmental operations
- Undergo training from the senior team in effective customer handling and dealings
- Operate and handle the personal banking and customer account opening activities to assist in the banking needs of the customer base.
Bandhan Bank | Training
07.2015 - 09.2015
- Conducted BJR checking and ensured timely monitoring of KYC and Re-KYC processes
- Managed account activities post-activation, ensuring effective account management
- Maintained daily CRM reports and efficiently managed inventory procedures on FLEX CUBE
- Assist customers in their banking needs from account opening, and KYC to the successful conversion of the leads into the end customer
- Offered deals and financial assistance programs for the customers on behalf of the company whilst successfully helping in building the client base
- Deal with the clients daily to analyze the broader issues prevailing them and report the same to the hierarchy for effective measures to be put in place
- Oversee transactions and personal banking of the customers and represent the bank in a good faith
- Developed skills in customer acquisition and fundamental banking operations
- Enhanced ability to cater to a diverse customer base for efficient departmental operations
- Undergo training from the senior team in effective customer handling and dealings
- Operate and handle the personal banking and customer account opening activities to assist in the banking needs of the customer base.
Education
PGDM in Finance - Financial Planning And Services
JK Business School
Bachelor of Business Administration -
MDDM College
Higher Secondary (Commerce) -
Vanijya Inter College
Secondary Education - 10th -
St. Xavier's Jr/Sr School
Muzaffarpur, IndiaSkills
- Decision making
- Communication
- Multi-tasking
- Team Handling
- Financial modeling and reporting
- Data Mining and Analysis
- Financial Analysis
- Business Process Implementation
- Advanced SAP-Fi proficiency
- Business Operations
- Banking KYC
- Operational Dashboards
- SAS Basics
Accomplishments
- 2013, 2015, Reduced the production cost by 20% in the second year of internship.
- 2015, 2020, Managed five projects worth over $100 million.
Languages
English
Hindi
Hobbies and Interests
- Reading
- Writing
- Traveling
- Music
- Movies
Timeline
Deputy Manager of Operations
SBNRI
12.2022 - Current
Deputy Manager
Kotak Mahindra Bank
11.2021 - 03.2022
HDFC Bank | Personal Banker
05.2018 - 09.2020
Bandhan Bank | Training
07.2015 - 09.2015
PGDM in Finance - Financial Planning And Services
JK Business School
Bachelor of Business Administration -
MDDM College
Higher Secondary (Commerce) -
Vanijya Inter College
Secondary Education - 10th -
St. Xavier's Jr/Sr School