Sarvesh Sanap
Relationship Manager
Pune
Summary
Results-driven finance professional with 6+ years of combined experience in banking operations and client relationship management. MBA in Operations Management from NMIMS. Proficient in payment processing, reconciliation, vendor handling, and financial compliance. Looking to transition into an Accounts Payable (P2P) role where I can apply my analytical and financial process understanding in a global corporate environment.
Overview
7
7
years of professional experience
6
6
Certifications
Work History
Relationship Manager
HDFC Bank
04.2024 - Current
- Built and nurtured strong client relationships by delivering customized banking solutions aligned with individual financial objectives.
- Performed periodic portfolio reviews to ensure alignment with clients’ evolving goals, adjusting strategies to enhance financial outcomes.
- Partnered with cross-functional teams to swiftly address client concerns, driving satisfaction and long-term retention.
- Oversaw a portfolio of 700 high-net-worth clients, facilitating accurate and timely processing of transactions, including investments and account operations.
- Served as a key liaison between clients and internal teams to proactively resolve documentation, payment, and compliance-related issues.
- Coordinated across departments to ensure smooth execution of financial services, while maintaining strict adherence to regulatory standards.
- Contributed to audit readiness and compliance initiatives through meticulous record-keeping and timely large transaction reporting.
Senior Associate
WNS Global Services
11.2018 - 03.2024
- Managed end-to-end payment processes with 100% accuracy, including notifying recipients through appropriate remittance advice upon completion of payments.
- Processed vendor invoices and maintained ledgers for international clients.
- Handled incomplete purchase orders, specifically medical reports, by proactively contacting surgeries in the United Kingdom to chase outstanding orders.
- Resolved payment disputes and addressed issues related to received orders, ensuring timely and accurate resolution.
- Performed regular reconciliation of accounts, resolving mismatches and disputes.
- Ensured accurate and timely reporting of financial data and supported month-end closings.
- Collaborated with cross-functional teams, particularly the Automation team, to streamline processes and eliminate complexity in daily work by streamline invoice workflows and improve TAT.
- Conducted User Acceptance Testing (UAT) to ensure automation aligned with business-as-usual standards, stakeholders' requirements, and compliance.
- Conducted comprehensive training sessions for new hire resources, including process and system training, implemented learning checkpoints to ensure trainees mastered the required skills, accrediting them based on quality completion of tasks.
Education
MBA - Operations Management
Narsee Monjee Institute of Management Studies
04.2001 -
Bachelor of Commerce- Cost & Works Accounting
Sinhgad College of Commerce
04.2001 -
Skills
Invoice & Payment Processing
Reconciliation & Dispute Resolution
Policy & Compliance Adherence
Excel / Payment Systems
Financial Reporting Support
SAP (Basic Knowledge)
MS Excel (Pivot Tables, VLOOKUP, Reconciliation Templates)
CRM and Banking Software Tools
Certification
Tally and Financial Accounting
Timeline
Relationship Manager
HDFC Bank
04.2024 - Current
Senior Associate
WNS Global Services
11.2018 - 03.2024
MBA - Operations Management
Narsee Monjee Institute of Management Studies
04.2001 -
Bachelor of Commerce- Cost & Works Accounting
Sinhgad College of Commerce
04.2001 -
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