RICHA SHARMA
Summary
Experienced Senior Associate driven to optimize processes and streamline operations for team efficiency. Decisive leader with an analytical and flexible approach to solving problems.
Overview
5
5
years of professional experience
Work History
SENIOR ASSOCIATE
NATIONAL AUSTRALIA BANK
09.2022 - Current
- Got certified for Career Qualified in Banking (CQiB) with 73% score
- Proficient in preparing, reviewing, and processing mortgage and loan documentation according to NAB's standards and regulatory requirements
- Skilled in ensuring accuracy and completeness of all documentation, including loan agreements, disclosures, and supporting paperwork
- Experienced in liaising with internal stakeholders, such as credit assessors, and legal teams, to gather necessary information and resolve documentation discrepancies
- Familiar with NAB's product offerings, policies, and procedures related to mortgage and loan document preparation
- Proven ability to prioritize tasks, meet tight deadlines, and handle multiple document preparation projects simultaneously
- Strong attention to detail and commitment to maintaining confidentiality and data integrity throughout the document preparation process
- Proficient in utilizing document management systems and software tools to streamline document preparation workflows and ensure compliance with regulatory requirements
- Excellent communication and interpersonal skills, with the ability to effectively collaborate with cross-functional teams and provide timely updates on document preparation status
- Dedicated to delivering exceptional customer service by collaborating with CA for concerns related to documentation completion processes and requirements
- Leading colleague team as a part of leadership building task.
- Well equipped for Email Encryption and trained people for the same
- Performing QC’s Internally and for Email Encryption.
ASSISTANT MANAGER- PLANETSPARK
08.2020 - 07.2022
- Customer Relationship Management
- B2C Sales, Team Handling, and Training
- Taking Counselling sessions for parents and converting them
- Background verification for Early Salary (KYC through documents)
- Developing extensive product expertise and maintaining an up-to-date understanding of products
- Collaborating with team members in a fast-paced environment to achieve goals.
CENTRE MANAGER, CULTFIT
01.2020 - 08.2020
- Stock management
- Employee management
- Taking complete ownership of the center and its facilities
- Constant member interaction and handling walk-ins
- Delivering a great first-time experience to new users
- Multitasking with physical and mental activeness
- Exceeded company’s KPI in Last 6 months and was rated 4/4.
BUSINESS DEVELOPMENT ASSOCIATE, FITSO
06.2019 - 10.2019
- New Customer Acquisition
- Building a relationship with Customer
- Customer renewals and retention
- Lead Management and Reporting.
Education
P.G.D.M -
IILM Institute For Business & Management, India
2019
Bachelor of Commerce -
School of Open Learning, Delhi University
2016
Skills
- Team Leadership
- Team Supervision
- Training and mentoring
- Project Management
- Project Coordination
- Customer Service
- MS Office
- Complex Problem-Solving
- Cross-Functional Teamwork
Accomplishments
- Got Star & Spot Performer Award in NAB
- Organized NGO Drives like Colors of Hope & Care of Animals
- Implementation of 2 dragon den process improvement ideas.
Timeline
SENIOR ASSOCIATE
NATIONAL AUSTRALIA BANK
09.2022 - Current
ASSISTANT MANAGER- PLANETSPARK
08.2020 - 07.2022
CENTRE MANAGER, CULTFIT
01.2020 - 08.2020
BUSINESS DEVELOPMENT ASSOCIATE, FITSO
06.2019 - 10.2019
P.G.D.M -
IILM Institute For Business & Management, India
Bachelor of Commerce -
School of Open Learning, Delhi University
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