Saili Sushank Tandel

• Processed loans refunds, ensuring compliance with banking policies and enhancing customer satisfaction.
• Verify customer loan records and execute maker-checker validation
• Handle loan closure, credit balance review and penalty calculations.
• Coordinated with branches to resolve discrepancies, maintaining TAT adherence and improving operational efficiency.
• Prepared MIS reports, ensuring operational data accuracy for informed decision-making.

• Created NACH links for business partners, expediting loan processing.
• Coordinated with business partners to resolve loan disbursement queries, ensuring timely fund availability for clients.
• Prepared project reports and published MIS, tracking sanctioned loan cases to facilitate operational transparency.
• Ensured smooth operational compliance between sales and banking teams

• Engaged customers to identify needs and cross-sell relevant bank products.
• Managed cash counter operations, ensuring accurate receipt and payment entry posting.
• Executed posting of transfer, NEFT, and RTGS entries in core system.
• Processed inward and outward clearing along with passbook printing.
• Coordinated with back office to resolve customer inquiries, enhancing service efficiency.
• Verified and counted ATM cash to maintain operational accuracy.

Oversaw banking operations for PIS clients, ensuring adherence to regulatory standards.

• Processed account maintenance and securities transaction charges while ensuring compliance with regulations for PIS accounts.
• Ensured compliance by verifying customer KYC documentation.

Verified customer KYC documents and Re-KYC forms.

• Processed Portfolio Investment Scheme documentation for NR customers.
• Conducted QC Checks on customer data, Aadhaar details and signature.
• Updated customer information in core banking systems.

Managed pension operations, facilitating timely disbursement for pensioners.

• Updated pensioner records and processed pension disbursement within TAT.