Sadaf Khan
Hyderabad
Summary
A seasoned banking professional with 13+ years of experience,currently serving as Sr.AVP at WellsFargo Pvt.Ltd. Hyderabad. Proficient in implementing and maintaining quality management systems. Proven track record of improving product quality, reducing defects, and increasing customer satisfaction. Skilled in conducting audits,root cause analysis and implementing corrective actions to derive continous improvement. Recognized for performance excellence in operations and customer care. Reliable management professional with several years of expertise developing top-notch skills in customer service and team leadership in the retail industry. Ready to take on new challenges in an exciting new position.
Overview
11
11
years of professional experience
Work History
Due Diligence Associate Manager (Sr.AVP)
Wells Forgo Solutions Pvt Ltd.
Hyderabad
12.2021 - Current
- Managing team of 14 TMs and individual performance against objectives by conducting appraisals, coaching sessions and develop team members by providing ongoing feedback and recognition
- Assuring that appropriate processes are maintained, identifying weak areas to improve, and providing suggestions regarding improvement of processes
- Ensuring meeting of team and individual targets while adhering to Service Level Agreements (SLA’s) and Key Performance Indicators (KPI’s)
- Determining training needs through quality checks, identifying process gaps & conducting training programs to enhance operational efficiency of the entire team
- Publishing reports to the LOB giving details of Volumes processed and the daily volumes managed
- Attending business calls with the LOB to understand the process gaps and thereby help the team to gain the confidence to handle the process
- Handling of shared mailbox in which response to the queries and feedbacks provided by the stateside partners are addressed
- Adherence to completion of mandatory trainings and certifications
- Educated the employees, created awareness on risk and conducted awareness sessions of LGBTQ, Code of conduct across the site
- Preparing TM’s and SME score card on every month and communicating the score card with respective Employees
- Facilitating all business level calls with Management and preparing relevant data for site wise role changes and Performance calibrations.
Signature Relationship Manager (Manager)
RBL Bank Ltd
Hyderabad
09.2018 - 04.2021
- Manage the assigned Current Account portfolio of the bank ensuring effiecent account management and superior customer service.
- Identify and engage prospective forex trade clients by offering them favorable currency exchange rates,with objective of securing their business transactions with our Bank.
- Offer comprehensive asset-based solutions including LAP, OD, CC and BG etc tailored to meet client's unique business needs and ensure seamless financial operations.
Preferred Relationship Manager
HDFC Bank Ltd
06.2017 - 05.2018
- Handling CASA
- Dealing with all kind loans like OD, CC, Home loan, LAP, PL, BL, Car loan, etc
- Handling Credit and Forex card and Trade forex business
- Handling FCRA Account
- Providing individuals/ HNI clients with financial services with a view to protect and transfer their wealth
- Understanding client’s financial requirements, designing & creating structured notes, developing the Investment Policy Statement for evaluating risk return profile, constraints and investment horizon.
Priority Relationship Manager
Axis Bank Ltd
10.2014 - 06.2017
- Portfolio management Services (PMS) to HNI’s by doing proper need base analysis, considering the risk-appetite, objective & to meet specified investment goals for the benefit of the investors, also having exposure of Equity and Derivatives
- Diligent and meticulous in handling all type of matters related to Banking operations
- Develop in-depth knowledge of AML KYC behavior detection as it applies to the banking industry
- Principal responsibilities includes managing existing and new retail & corporate clients to maximize relationship building, understanding their business requirements; providing investment advisory solutions
- Addressing the needs and requirements of walk in Priority customers and prospective customers
- To satisfy the customer s by meeting & exceeding their service level expectations with a clear objective of attaining competitive advantage in ‘service.
Education
MBA (Marketing) -
Barkatullah University
Bhopal, Madhya PradeshSkills
- Team management
- Process improvement
- Operational efficiency
- Strategic planning
- Coaching techniques
- Training development
- Report generation
Disclaimer
I hereby declare that the above written particulars are true to the best of my knowledge and belief.
Timeline
Due Diligence Associate Manager (Sr.AVP)
Wells Forgo Solutions Pvt Ltd.
12.2021 - Current
Signature Relationship Manager (Manager)
RBL Bank Ltd
09.2018 - 04.2021
Preferred Relationship Manager
HDFC Bank Ltd
06.2017 - 05.2018
Priority Relationship Manager
Axis Bank Ltd
10.2014 - 06.2017
MBA (Marketing) -
Barkatullah University
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