Priyasowndari R

• Collaborated with cross-functional teams to achieve project goals on time and within budget.
• Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
• Followed all company policies and procedures to deliver quality work.
• Championed the adoption of new software tools that streamlined workflows across multiple departments.

· Team process monitory on client documents

· Investigate and submit detailed report on Early Alert client risk review from business

· Authorised to Compose email responses for Borrower clients with relevant documents

· Ensure smooth day-to-day operations service delivery, and provide guidance and support team

· Evaluate Audit risk cases and report risk levels for business strategies, transactions and areas of improvement

· Monitoring data inputs to manage and maintain accuracy on files following established procedures

· Organized documentation review within logical groupings or categories to facilitate ease of access for stakeholders

· Identify and resolve business/technical issues together within the business and systems support group

• Participate in Contingency Testing

· Full review on KYC documentation for approval, perform AML Customer Due Diligence and Enhanced Due Diligence to verify the identity of new and existing clients

· Monitor and investigate potential sanction list matches files following established procedures, arriving at sound risk-based conclusion

· Examined checks for endorsements to verify legality of documents

· Completed special projects to improve flexibility on department system

· Delegated work to staff, setting priorities and goals

· Conducted ongoing evaluations to determine effectiveness of programs and make recommendations for necessary modifications

• Supervised day-to-day operations to meet performance, quality and service expectations.
• Improved customer satisfaction by addressing and resolving complaints promptly.
• Developed strong working relationships with staff, fostering a positive work environment.
• Promoted teamwork within the workplace by encouraging collaboration among staff members on various project tasks.

· Handling clients on bank products, services and financial planning options

· Resolved tickets per day on email and web-submitted to keep queue clear and cases moving efficiently

· Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation

· Maintained compliance frameworks, policies and documentation to support audits

· Inspected and proofread documents to check accuracy on reports to regulatory

· Monitored compliance risk controls to identify deviations and offer recommendations

· Interface with business management, operations, and risk managers to develop a wide range of metrics focused on measuring efficiency, service, and control

· Developed and cultivated lucrative relationship in resolving issues with both new and existing clients through effective communication and exemplary interpersonal skills

· Designated to boot and trained to handle Banking insurance, investment, CEO and Social media escalations

· Coordinated with business leads and vendors to facilitate regulatory and related matters

· Researched account information regarding banking products

· Adhered to bank, RBI legal guidelines for reporting client data

· Work with business functional area counterparts to develop dashboards and management reporting

• Enhanced customer satisfaction by promptly addressing inquiries and resolving issues effectively.
• Established strong rapport with customers, leading to increased repeat business and positive word-of-mouth referrals.
• Exceeded performance metrics by skillfully navigating CRM systems to efficiently manage large queues of support tickets.
• Mentored junior associates, fostering a supportive work environment and promoting professional growth.

· Delivered fast, friendly and knowledgeable service for routine questions and service complaints

· Operate calls on high profile banking clients

· Maintained high satisfaction score by consistently resolving first-call issues

· Kept customer and system account information accurate and current to support timely resolutions for concerns

· Educated customers where applicable to alleviate need for future contact

· Documented customer correspondence in CRM to track requests, problems and solutions

· Prepared customer reports in standardised bank system by gathering data collected during customer interactions

· Evaluated and identified opportunities to drive process improvements that positively impacted customer experience

· Coordinated with various company teams to offer and implement successful solutions to customer problems

· Worked with internal team to obtain in-depth understanding of products

· Make product recommendations or services to customers based on their needs and preferences

· Maintained confidentiality of bank records and client information

· Designated to training team on new process and product implementations

• Streamlined office processes by implementing efficient administrative systems and procedures.
• Enhanced communication between departments by organizing regular meetings and distributing meeting minutes.
• Assisted in recruitment efforts by screening candidates, conducting interviews, and providing feedback on potential hires.
• Coordinated travel arrangements for executive staff members ensuring smooth itineraries aligned with schedules or preferences where possible.

· Automated office operations, managing internal communications, correspondence, record tracking and data analysis

· Directed and oversaw office personnel activities

· Recruited, trained and developed administrative team to support corporate growth and objectives

· Organized both physical and digital files and updated reports to coordinate project materials

· Utilized editing programs to proofread content for typo-free emails, memos and documentation