Samyuktha Rai
Bangalore
Summary
Onboarding professional with over 9 years of experience in financial services, currently leading CMO onboarding at JPMorganChase. Skilled in managing complex client requests, driving process improvements, handling escalations, and collaborating across functions. Recognized for cross-functional teamwork, and delivering impactful results. Seeking to contribute expertise to an Onboarding Associate role.
Overview
12
12
years of professional experience
Work History
Team Leader – Incremental Implementation Team
JPMorganChase
Bangalore
08.2023 - Current
- Lead onboarding for the CMO market, focused on treasury product implementation.
- Balance dual responsibilities as an individual contributor and team lead, ensuring smooth operations while guiding and supporting team members.
- Drive team routines, including hygiene checks, deal reviews, huddles, and feedback, to maintain operational efficiency.
- Resolve complex client onboarding issues by collaborating with internal teams to deliver timely solutions.
- Establish strong working relationships with internal partners, product managers, and operations to ensure a seamless onboarding experience.
- Part of a pilot project for end-to-end implementation and callbacks, ensuring effective delivery.
- Actively participate in partner meetings to ensure alignment and progress of ongoing projects.
- Leave and back-up management for the team.
Fraud Specialist (II & IV)
JPMorganChase
Bangalore
11.2018 - 08.2023
- Managed high-risk fraud queues, performed account reviews, and resolved escalations across NAS, FHL, EMM, and Deposit Review processes.
- Conducted call quality reviews and supported CSAT and AHT improvement initiatives by identifying process gaps and recommending solutions.
- Ensured compliance with KYC standards, audited accounts for accuracy, verified alerts, and contributed to SOP creation and process maintenance.
- Collaborated with clients, bankers, and internal teams to deliver First Call Resolution, supported project audits, and coached new team members to uphold performance and quality standards.
Bank Advisor
Concentric Daksh Pvt. Ltd.
Bangalore
07.2016 - 11.2018
- Provided financial assistance for a UK-based bank across loans, credit, and overdrafts.
- Negotiated payment plans and ensured regulatory compliance.
- Educated clients on debt management and maintained repayment records.
Counselor
Tapasya Academy
Bangalore
04.2013 - 06.2015
- Counseled students and parents on CA career paths.
- Organized assessments, seminars, and marketing initiatives.
Education
Bachelor of Commerce -
Vivekananda College
01.2020
Skills
- Client-Centric Communication
- Adaptability in Dynamic Environments
- Time Management and Prioritization
- Attention to Detail and Accuracy
- Analytical Thinking and Problem Solving
- Cross-functional partner collaboration
- Team Coordination and Performance Management
- Fraud Detection and Prevention
- Risk and Escalation Management
- Client onboarding and lifecycle management
Recognitions
- Guest speaker in the Fireside Chat
- Guest speaker for Human Books
- Recognized by senior leadership during client visits: Dan Wilkening, Melissa Smith, Joe Maltese, and Dee Summerville
Awards and Achievements
- 3rd Quarter Rookie Award, 2024
- 2nd place, Inter-Lob football competition 2023 and 2024
- 2nd place, corporate football tournament 2023 and 2024
- JPMC Run Volunteer 2023 and 2024
Timeline
Team Leader – Incremental Implementation Team
JPMorganChase
08.2023 - Current
Fraud Specialist (II & IV)
JPMorganChase
11.2018 - 08.2023
Bank Advisor
Concentric Daksh Pvt. Ltd.
07.2016 - 11.2018
Counselor
Tapasya Academy
04.2013 - 06.2015
Bachelor of Commerce -
Vivekananda College
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