Rohan Patnaik
Team Member- Client Onboarding
Bhubaneswar
Summary
Experienced team player known for achieving collective goals through strong collaboration. Skilled in project management and optimising workflows for efficiency. Ready to leverage expertise to support business and customer requirements.
Overview
2
2
years of professional experience
3
3
Languages
Work History
Team Member - Client Onboarding
JP Morgan Chase & Co.
10.2022 - Current
- Managed document creation, pre-filling, address mismatch, and purchasing functions for EMEA, Canada, and the USA.
- Ensure documents comply with the bank's legal standards and policies while minimizing risks through adherence to the control framework.
- Verify the client's legal address using the extracted constitutional document from the government-regulated website. Cross-reference this address with JPMC's internal repository and update the portal as necessary.
- Responsible for overseeing document creation processes for CBIO CB International Onboarding across EMEA, Canada, and the USA. This involves understanding CB account opening requirements and preparing legal documentation packages for review by implementation consultants.
- Assigned to review and validate core legal documents, product forms, and service terms as per policies and procedures (P&P). Ensured timely provision of necessary legal documentation as required.
- Pre-fill legal forms with authorized signor details and wet ink signatures using provided templates and ID proof from onshore partners.
- Gathered feedback from the onshore team to assess satisfaction levels and collect insights for enhancement, focusing on a client-centric approach. Utilized feedback to implement strategies and practices aimed at ensuring smooth client onboarding processes.
Education
MBA - (Marketing & Operations)
Birla Global University
Bhubaneswar 2022
B.com (Hons)
Birla Global University
Bhubaneswar 2020
Higher Secondary Certificate -
Kendriya Vidyalaya No.3
Bhubaneswar2017
Secondary School Certificate -
Kendriya Vidyalaya
Bhubaneswar 2014
Skills
Time Management
undefinedAccomplishments
- Head coordinator of COSMOS event where intra college quiz competition, inter college fashion show treasure hunt etc.
- I contributed myself as a sports coordinator for the 5th BGU Inter university sports fest.
Additional Information
- Participated in a fashion show at CB Townhall, contributing to overcoming stage fear.
- Engaged actively in various People Pillar initiatives and volunteered for a Fun Friday event.
- Provided comprehensive training, guidance, and support to new team members to ensure their successful integration and productivity within the team.
Timeline
Team Member - Client Onboarding
JP Morgan Chase & Co.
10.2022 - Current
MBA - (Marketing & Operations)
Birla Global University
B.com (Hons)
Birla Global University
Higher Secondary Certificate -
Kendriya Vidyalaya No.3
Secondary School Certificate -
Kendriya Vidyalaya
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