Rupali Singh
Pune
Summary
Driven Banking Professional with a solid foundation in financial analysis, Risk Assessment and Customer relationship Management. More than 4 years of experience in customer service industry, including roles in retail banking and financial analysis, expertise in evaluating creditworthiness, managing loan portfolios, and delivering financial solutions tailored to customer needs, adept at financial statements, conducting market research and providing strategic financial recommendations.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Personal Banker
Barclays
Pune
01.2023 - Current
- Assist with account-related requests including deposits, withdrawals, transfers, or applications for debit and Barclaycard
- Handles new customers as well as existing customers who want to open a new account
- Manages the accounts and finances of clients
- Mentored new hires being the senior associate
- Prepares money orders, cashier's checks, bank-to-bank wires, savings bonds, travelers' checks, and certificates of deposit
- Whenever needed and advise and sell clients the bank's financial goods and services that go beyond simple accounts and cards
- Worked in numerous departments such as Payment analyst, Chargeback analyst and fraud analyst due to process requirements
- Collaborate with other team members to report any misses in the data imported
- While operating within the bank's risk appetite, achieve results by consistently identifying, assessing, managing, monitoring, and reporting risks of all type.
Personal Banker
Concentric Daksh Services India Private Limited
Pune
07.2021 - 03.2023
- Assist with account-related requests including deposits, withdrawals, transfers, or applications for debit and Barclaycard and the above mentioned responsibilities
- Since this is a Third party contract for Barclays Process later got selected on Barclays Payroll ( 01/04/2023) through internal Interview
Senior customer service representative
Tech Marinara
Pune
08.2020 - 05.2021
- Recommending potential products and services to suit a customer's needs
- Handling customer complaints related to phone bill contracts and data add-on
- Recommending potential products and services to suit a customer's needs
- Did follow-ups to ensure resolution.
Debt collector
Banctec Ind Pvt Ltd
Pune
10.2018 - 06.2020
- Medical Debt collection Process
- Process name - Bay Area Credit Service (Emcare)
- Inbound & Outbound calls to clients, with pending emergency care doctor's bill
- Working with clients to give them payment setups, to take care of the bill in timely manner
- Understanding how their finances are, as per client's requirements, helping them with plans best suited
- Working with insurance and medical partners
- Helping client with their insurance filing for medical bills
- Reaching out to different teams to make sure all the payment set up on bills are set up correctly, following up with client on a monthly plan to ensure the debits are done correctly and the funds are available to complete the monthly plans
- Mentor and change new hire batches.
Education
MBA (Finance) -
Savitri Bai Phule Pune University
09.2021
Bcom Graduate -
Ranvijay Smarak Mahavidyala
09.2018
HSSC -
Guru Gobind Singh Public High School
04.2015
SSC -
Crescent Public School
04.2013
Skills
Tools
- Google Sheets
- Microsoft Excel
- Outlook
Soft Skills
- Risk Assessment
- Client Classification
- Document and Reporting
- Communication and Collaboration
- Analytical Thinking
- Interpersonal Skills
Disclaimer
I hereby confirm that all information given above are true and correct to the best of my knowledge and believe.
Certification
- Certified Anti-Money Laundering Specialist ( CAMS)
- Financial Industry Regulatory Authority ( FINRA) Licenses
- Bank Secrecy Act ( BSA)Training
- AML/KYC Policies and Procedures which includes USA PATRIOT Act and FATF guidelines
- Professional Banking Qualifications in Retail Banking and Wealth Management
Timeline
Personal Banker
Barclays
01.2023 - Current
Personal Banker
Concentric Daksh Services India Private Limited
07.2021 - 03.2023
Senior customer service representative
Tech Marinara
08.2020 - 05.2021
Debt collector
Banctec Ind Pvt Ltd
10.2018 - 06.2020
MBA (Finance) -
Savitri Bai Phule Pune University
Bcom Graduate -
Ranvijay Smarak Mahavidyala
HSSC -
Guru Gobind Singh Public High School
SSC -
Crescent Public School
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