Shubhiksha Bhoopathy
Chennai
Summary
Proficient Solutions Specialist looking for a growth-oriented position with your Esteemed Organisation.Familiar with current trends in the industry and market, as well as the latest products and services available to customers.. Knowledgeable with 5 years of experience in Banking Industry. Demonstrated success in diagnosing malfunctions, making targeted recommendations and answering customer questions. Results-driven and collaborative team player with a self-motivated mindset and an analytical approach.
Overview
6
6
years of professional experience
Work History
Associate - Client Delivery
Standard Charted Bank
Chennai
2024.04 - Current
- Delivering transactional banking CB,CIB,FI,Internal, SCF.
- Segment revenue and drivers as per budget given.
- Take a lead in identifying explicit and imply client needs engaging key influences decision makers developing solution and leading proposers and pitches to the clients.
- Ideation, create value proposition and provide complex structure guidance to client.
- Focus on maximizing cash and trade revenue by resolving any product related impediments to the same.
- Developed and maintained client relationships to ensure satisfaction with services provided.
- Coordinated with internal teams to ensure timely delivery of products and services to clients.
- Provided technical support and troubleshooting assistance to customers experiencing issues with delivered products or services.
- Implemented quality assurance procedures to ensure accuracy of deliverables before releasing them to clients.
- Maintained an up-to-date knowledge base of all products, services, policies and procedures related to customer service.
Specialist - Client Delivery
Standard Charted Bank
Chennai
2021.05 - Current
- Preparing the standard securing documents as advised by the BCA and in line with the policy requirements.
- Maintaining required constitutional/contractual/secured check list for clients on CMS as detailed in the BFL.
- Preparing and amending Non-standard securing documents subject to appropriate approval authorities as specified in user guide.
- Processing customer details on CMS.
- Updating CMS with valid documents and issuance of SCC/PSCC/DDN.
- Conducting document review on account placed on early alert as required by the SCO.
- Completing the daily activity tracker and all other renditions with required timeline.
- Ensuring timely communication documentation, deficiencies and expiry of security documents to the business and credit and follow up for corrective actions.
- Ensure the timely preparation and issuance of BFL to business and after receipt of approved BCA.
Personal Banker
HDFC Bank
Chennai
2018.08 - 2020.12
- Provided customer service to clients, including answering questions and resolving issues.
- Conducted account openings and closings for clients.
- Greeted customers upon entering the bank and directed them to appropriate personnel or services.
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Performed daily balancing of cash drawer and reconciled discrepancies when necessary.
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
- Responded promptly to customer emails, phone calls and requests for information.
- Participated in training sessions regarding new banking products or services.
- Advised customers on various financial products available from the bank.
- Processed loan applications according to established guidelines.
- Provided guidance on how best to utilize online banking tools for maximum benefit.
Education
Post Graduate Diploma in Management - Accounting And Finance
Institute of Charted Financial Analyst of India
Chennai2020-11
Bachelor of Commerce - Finance
SSS Jain College
Chennai2016-06
Skills
- Banking
- Industry knowledge
- Client Relationship Building
- Problem solving
- Team work
- Communication both Verbal and Non verbal
- Leadership
- Numerical skills
- MS Office
- Computer skills
- Inter personal relations
Languages
English,Hindi,Tamil,Telugu
First Language
Declaration
I hereby declare that the information and facts stated above are correct to the best of my knowledge and belief.
Place : Yours sincerely,
Date : M.Shubhiksha
Timeline
Associate - Client Delivery
Standard Charted Bank
2024.04 - Current
Specialist - Client Delivery
Standard Charted Bank
2021.05 - Current
Personal Banker
HDFC Bank
2018.08 - 2020.12
Post Graduate Diploma in Management - Accounting And Finance
Institute of Charted Financial Analyst of India
Bachelor of Commerce - Finance
SSS Jain College
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