PRIYANKA SAXENA
BANKING PROFESSIONAL
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Deputy Manager Operations (Authorizer)
Hdfc Bank Ltd
Noida
04.2022 - Current
- Thorough examination of the KYC (Know Your Customer) documents received from corporate customers for the purpose of establishing their corporate internet banking setup.
- Granting approval for the digital banking setup and any modifications made by the processor on behalf of the corporate, in accordance with the prescribed mode of operations outlined in the board of resolution.
- Addressing concerns and inquiries raised by corporate clients through email communication.
- Ensuring strict adherence to the banking regulations set forth by the RBI (Reserve Bank of India).
- Monitoring the performance of staff members and providing biweekly evaluations to the manager.
Deputy Manager Operations
Axis Bank Ltd
Delhi
01.2020 - 04.2022
- Provided comprehensive customer support for banking transactions, foreign exchange, clearing, and related services.
- Ensured strict compliance with AML and KYC regulations, monitoring transactions for suspicious activity and reporting to authorities.
- Addressed customer inquiries regarding bank accounts, policies, and products/services.
- Effectively managed customer escalations with professionalism.
- Communicated promotions and utilized persuasive sales techniques to drive adoption of additional banking services.
Assistant Manager (Branch Operation)
Kotak Mahindra Life Insurance
Delhi
08.2017 - 12.2020
- Thoroughly review new business proposal forms, ensuring compliance with underwriting, AML guidelines, and document verification.
- Handle branch activities such as transactions, death claims processing, and service requests.
- Address customer complaints promptly and effectively.
- Conduct training sessions for sales team advisors to promote understanding of company policies and head office etiquette.
- Report unethical practices to the RCU team.
Executive (Operations)
Axis Securities Ltd
Delhi
06.2016 - 08.2017
- Verify customer forms and gather necessary details for credit card applications.
- Provide support and coordination to the sales team.
- Prepare (MIS) for credit card applications.
Education
Bachelor of Arts - General Subjects
Delhi University
Delhi 07.2012 - 2015.08
12th From C.B.S.E Board (Arts Stream) Year 2012
GGSSS Yamuna Vihar
Delhi10th From C.B.S.E Board (General) Year 2010
GGSSS Yamuna Vihar
DelhiSkills
Ensuring strict adherence to compliance standards, including KYC (Know Your Customer) and AML (Anti-Money Laundering) regulations
undefinedAccomplishments
- Received customer appreciation for exceptional service
- Awarded for outstanding sales performance, and certified for executing operational activities with perfect accuracy.
Certification
IRDA Certified & NISM Certified
Technical Skills
Proficient in utilizing Windows operating system, as well as Microsoft Excel, Microsoft Word, Microsoft PowerPoint, and possess foundational knowledge in Advanced Excel.
Additionally, experienced in working with banking software such as Finacle, Oracle & Insurance software like: Life Asia, and ARL.
Additional Information
Date of Birth 27-10-1993
Marital Status Unmarried
Languages Known English & Hindi
Timeline
Deputy Manager Operations (Authorizer)
Hdfc Bank Ltd
04.2022 - Current
Deputy Manager Operations
Axis Bank Ltd
01.2020 - 04.2022
IRDA Certified & NISM Certified
01-2020
Assistant Manager (Branch Operation)
Kotak Mahindra Life Insurance
08.2017 - 12.2020
Executive (Operations)
Axis Securities Ltd
06.2016 - 08.2017
Bachelor of Arts - General Subjects
Delhi University
07.2012 - 2015.08
12th From C.B.S.E Board (Arts Stream) Year 2012
GGSSS Yamuna Vihar
10th From C.B.S.E Board (General) Year 2010
GGSSS Yamuna Vihar
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