Preparing Facility offer letter with Facilities/Securities advising for Global Banking Markets (GBM) and Commercial Banking (CMB) customers as per Relationship manager instructions for middle east countries
Responsible for maintaining the quality in Facility Offer Letters process in Credits department for middle east countries
Validating the entire remarks & approval comments to confirm whether FOL is required or not based on batch reports & approved CARM applications
Validating correspondence approved for Global Banking Markets and taking decision whether Facility offer letter is required or not
Based on the process knowledge & consistent quality, I have been elevated as BAU for FOLs process & also to complete the application on straight through process
Sending various MI's like Daily Tracker, reconciliation, Sampling data, Monthly Report to onshore, EOD reports to Onshore and Business Management & KPI's
Handling the complete Generic document tracker (GDT) (End-to-End) to record Financial Covenants
Coaching and guiding the fellow staff and new joiners on process related queries by sharing best practices and helping them improve their skill sets by effectively delegating additional responsibilities
Coordinating regularly with the business partners (Onshore /Relationship Managers / Security and Documentation Team) to resolve process and policy related queries on various cases while maintaining a healthy and interactive relationship with them
Cross Trained in UAE & Kuwait FOL processing within the department & Handling the multiple tasks.
Relationship Officer
HDFC PRIVATE LIMITED
04.2018 - 01.2020
Reporting weekly, monthly and quarterly performance metrics to divisional leadership
Handling customers regarding the Home Loan queries & suggesting the TPP (Third Party Products) of HDFC
Completing the KYC Documentation for processing of a new Loan
Performing several control functions, ensuring the integrity of your processes
Collaborated with the compliance department to eliminate procedural error and collection of the cheque for the respective client
Resolved customer inquiries and concerns promptly
Achieving a 95% customer satisfaction rating.
Education
MBA -
Osmania University
B. Com -
Osmania University
12th -
Sri Chaitanya College
Triveni Talent High School -
Hyderabad
Skills
Strong communication, interpersonal and problem-solving skills
Strong desire to work in various platforms according to requirements and eagerness to learn
Competency with MS Suite, especially Excel and the ability to learn multiple programs quickly
Good business Acumen
Analytical Thinking and report building capabilities
Stakeholder meeting & Management
Customer Support
Project Planning
Adaptability and Flexibility
Multitasking
Time Management
Attention to Detail
Certification
NISM Series V A: Mutual Fund Distributions Certification
IRDAI Certification
DCAC (Diploma in Computerized Accounting including Tally)
Accomplishments
Recognized as the 'Star of the Year 2024' by the esteemed onshore team for exceptional dedication, outstanding performance, and significant contributions to Qatar FOL processing
Achieved the esteemed 'Star of the Quarter 1' award for 2022, reflecting sustained excellence and valuable contributions.
Awarded 'Star of the Month' in both September 2020 and July 2024 for outstanding performance and dedication.
Activities
Played an integral role as a member of the R&R (Rewards and Recognition) Committee, assisting in the planning and execution of diverse monthly activities aimed at fostering team spirit and motivation
Personal Information
Date of Birth: 08/30/95
Gender: Female
Languages
English
Telugu
Hindi
Projects
Played a key role in the HotDocs Advanced Application project, focusing on simplifying the FOL(Facility Offer Letter) process and enhancing productivity Currently, deeply immersed in an automation project as a tester, committed to optimizing processes and ensuring impeccable outcomes through rigorous testing and meticulous attention to detail
Timeline
Assistant Manager (IC)
HSBC Electronic Data Processing India Pvt Ltd
01.2020 - Current
Relationship Officer
HDFC PRIVATE LIMITED
04.2018 - 01.2020
MBA -
Osmania University
B. Com -
Osmania University
12th -
Sri Chaitanya College
Triveni Talent High School -
Hyderabad
NISM Series V A: Mutual Fund Distributions Certification
IRDAI Certification
DCAC (Diploma in Computerized Accounting including Tally)