Simran Harishchandra Prajapati
Ghatkopar East
Summary
To be a part of organization where the management structure recognizes and rewards Loyalty, Honesty, Hard Work and Ambition of an employee by providing growth, opportunities and necessary infrastructure that could contribute to the success of the company.
Overview
6
6
years of professional experience
Work History
Service Relationship Manager (Priority Business Banking)
Kotak Mahindra Bank Ltd
06.2024 - Current
- Accepting and placing transaction orders upon RM and client request
- Research and initiate correction in transaction and or account errors
- Review client portfolios with RM for improvement in services
- Control mechanism for all deferrals and exceptions
- Pro-activeness in enhancing existing processes and controls
- Ensuring all customers of the bank are KYC compliant
- Fulfilling internal audit and internal control requirements
- Handling of trade and forex transactions
Assistant Manager - Customer experiences executive
HDFC Bank Ltd.
Mumbai
03.2022 - 02.2024
- Company Overview: Mumbai
- Working as an Attend and service the requirements of all managed customers visiting at the branch
- Assist RMs in servicing the managed customer base in their portfolios specialized resource to pro-actively resolve customer queries, service requirements, product customization, etc
- Ensure primary banking behavior of customer connection with various departments to cater the service requirements of the clients
- Handling escalations of managed customers for their service requirements maintaining portfolio health
- Profile updation, Re KYC completion, PAN and contact details updation
- Ensure action on central triggers / customer service initiatives
- Handle clearing referrals for managed customers assisting RMs with form filling / completion of documentation for processing of customer instructions including LC/ BG/ Forex transaction documentation
- Resolve customer complaints received at branch for managed customers
- Cross sales of banking and third-party products linked to bank
- Responsible for greeting all customers as they entered the bank and delivering information as needed
- Promoting and marketing the branch products
- Resolving customer problems and complaints
- Monitoring sales target
- Ensuring there's a high level of customer service
- Examining and monitoring forms, records files and documentation as per the RBI guidelines
- Mumbai
Junior Executive Operations
Axis Bank Ltd.
Mumbai
02.2020 - 03.2022
- Company Overview: Mumbai
- Verification of Account opening process as per RBI guidelines and bank's internal policies
- Auditing End to End Account opening process through Bank Portal (error rate viz-a-viz monthly Samples)
- Verification of Data Entry with Account opening Form
- Research on complaint Analysis (RCA) on spike on customer complaints
- Other activities like calibrating the process followed by other teams
- Account opening forms of Current, Saving & NRI Accounts rectifying and marking/tagging to following Teams for improvement of Banking Service
- Mumbai
HR Recruiter
Krisius Consultancy
Mumbai
05.2019 - 10.2019
- Company Overview: Internship, Mumbai
- HR Recruitment (IT Lead) has good teamwork acknowledge the candidates about New Jobs and Requirements
- Exploring Naukri & Monster India Portal for IT candidates
- Keeping Records of candidate
- Connect with candidates and make them understand about following requirements
- Preparation of Observation
- Internship, Mumbai
Education
Bachelor of Commerce -
University of Mumbai
01.2019
H.S.C -
Maharashtra Board
01.2017
S.S.C -
Maharashtra Board
01.2015
Skills
- Adaptability
- Communications Skills
- Research Skills
- Query Resolution
- Team Leadership
- Creativity
- Project Management
- Decision Making
Languages
- English
- Hindi
- Marathi
Hobbies and Interests
- Music
- Poems
- Poetries
Personal Information
- Date of Birth: 09/26/98
- Nationality: Indian
- Marital Status: Unmarried
Timeline
Service Relationship Manager (Priority Business Banking)
Kotak Mahindra Bank Ltd
06.2024 - Current
Assistant Manager - Customer experiences executive
HDFC Bank Ltd.
03.2022 - 02.2024
Junior Executive Operations
Axis Bank Ltd.
02.2020 - 03.2022
HR Recruiter
Krisius Consultancy
05.2019 - 10.2019
Bachelor of Commerce -
University of Mumbai
H.S.C -
Maharashtra Board
S.S.C -
Maharashtra Board
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