Sanjay R
Coimbatore
Summary
Seeking a career where my skills and knowledge will contribute to the organization's development and my professional growth.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Executive
Computer Age Management Services
03.2021 - 10.2023
- To process the instruction received from investors of an Asset Management Company(AMC).
- Committed to owning customer issues like onboarding, updating and processing all financial and Non financial transactions.
- Solving investors query through call and mail.
Digital Marketing Executive
Kopuram Chits Private Limited
10.2019 - 09.2020
- Planning strategies to build a lasting digital connection with consumers to increase company’s credibility and brand awareness.
- Monitoring the ongoing process of company’s presence on Social Medias and conducting campaigns and events periodically.
- Researching industry related topics with the blend of online sources, case studies and interviews.
- Brainstorming with marketing and design teams to illustrate contents
- Promoting content on social platforms.
Content Writer
Ultimate Reach
01.2019 - 05.2019
- Researching industry related topics with the blend of online sources, case studies and interviews
- Proofread and edit blog posts before publication
- Conduct simple keyword research and use SEO guidelines to increase web traffic
Analyst
Wipro Technologies
06.2017 - 06.2018
- Verifies all aspects of Client Identification Program (CIP) and necessary account opening documents are provided and in accordance with Know Your Customer (KYC) USA Patriotic Act and Bank Secrecy Act (BSA) standards
- Identify accurate risk rating for individuals/non-individual accounts to highlight high risk jurisdictions, cash intensive/high risk businesses and Politically Exposed Persons(PEPs)
- Categorizing customer based on Nationality, Country of resident, Sanctioned Country, Employment and based on the bank transactions
- Validating the identity & address proof, passport, certifier, signature, source of wealth and source of fund, provided by the customer
- Preparing KYC to categorizing as High Risk Customer, Medium Risk Customer and Low/Standard Risk Customer
- Hands on experience on AML / KYC tools such as World Check, Lexis Nexis and Google Screening
Personal Banker
HDFC BANK
03.2016 - 04.2017
- Responded to customer inquiries, assisted in opening accounts and provided information on banking products.
- Managed customer accounts and ensured accuracy in transactions.
- Maintained customer records and updated banking system.
Education
Bachelor of Commerce -
Dr. N.G.P. Arts And Science College
Coimbatore07-2015
Skills
- CRM Software
- Customer Service
- Banking regulations
- Branch operations
- Operations Management
- Due diligence
- Transaction Monitoring
- Kyc
- Content Writing
Certification
- NISM 2B
Languages
Tamil
First Language
English
Advanced (C1)
C1
Hindi
Intermediate (B1)
B1
Timeline
Senior Executive
Computer Age Management Services
03.2021 - 10.2023
Digital Marketing Executive
Kopuram Chits Private Limited
10.2019 - 09.2020
Content Writer
Ultimate Reach
01.2019 - 05.2019
Analyst
Wipro Technologies
06.2017 - 06.2018
Personal Banker
HDFC BANK
03.2016 - 04.2017
Bachelor of Commerce -
Dr. N.G.P. Arts And Science College
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