Sujeeta Rahul Agarwal
Virar
Summary
Dynamic Service Relationship Manager with extensive experience at AXIS BANK LTD, excelling in client service delivery and compliance. Proven track record in enhancing profitability through risk assessment and effective team management. Adept at processing complex transactions and improving customer satisfaction, ensuring seamless banking experiences for high-net-worth clients.
Overview
11
11
years of professional experience
Work History
Service Relationship Manager (Priority, Burgundy, NRI)
AXIS BANK LTD
Mumbai
04.2024 - Current
- Processing of forex inward and outward remittance, and multi-currency card.
- Manage a portfolio of high-net-worth customers, ensuring their banking needs are met, and providing excellent customer service.
- Work closely with the operations team to ensure smooth, efficient processing of transactions and requests.
- Managed all aspects of daily banking operations, including customer service, account opening, and transaction processing.
- Performed data analysis on customer feedback surveys in order to improve services delivered.
- Coordinated with other departments to resolve customer inquiries and problems.
- Increased profitability and revenue by identifying customer needs and determining appropriate offerings.
Service Relationship Manager (Pioneer Channel)
IndusInd Bank
Bandra
09.2022 - 04.2024
- Deliver quality service for following transactions for customers
- Demand draft/pay order instructions - accepting and processing
- Processing of NEFT/ RTGS Request
- Managing Audit Parameters
- Ensure that all of the above services are delivered with accuracy and warmth
- Ensure accurate and timely processing of all customer Account Opening & instructions as per applicable processes/ circulars
- Taking Care of Branch Operations and Escalations
- Solving Customer Queries, managing lobby & Cross Sell Products
- Educating customers about direct banking channels so specific transactions can be migrated to net banking, phone banking, ATMs, etc.
- Ensure satisfactory ratings in all internal/external audits conducted at the branch
Service Delivery Officer (SDO)
Kotak Mahindra Bank
Kandivali
10.2014 - 09.2022
- Raising a customer-related service request for a team member related to bank accounts, instructions retrievals, remapping, and exceptions handling.
- Identified potential risks associated with service delivery processes, developing plans to mitigate them
- Responsible for additional CASA, Remittance/FX, TD and RD.
- Onboarding of newly acquired clients by branch, sales, NR, RO, RMs, and SRs to be raised for any complaints, queries, or requests for the client.
- Ensuring the service request & account opening should be first pass and within the TAT.
- Preparing MIS for service requests at the Mumbai level.
- Helping RMs with KYC documents for all Savings and Current Accounts.
- Coordinating with the team for weekly reports, remittance, CASA, etc.
- Handling instructions retrievals, remapping, and exceptions handling. Responsible for additional CASA, remittance/FX, TD, and RD.
Education
Bachelor in Management studies -
VIVA Institute of Management
01.2014
Skills
- Customer Service
- Team management
- Banking
- Multi Product Service
- KYC & Check list
- Compliance & Audit
- Client Service Delivery
- Products & Processes
- Time Management
- Risk assessment
- Regulatory compliance
- Audit management
Languages
- English
- Hindi
- Marathi
References
References and supporting documentation furnished upon request.
Hobbies and Interests
- Traveling
- Dancing
Personal Information
- Date of birth:29/07/1993
- Marital Status: Married
Timeline
Service Relationship Manager (Priority, Burgundy, NRI)
AXIS BANK LTD
04.2024 - Current
Service Relationship Manager (Pioneer Channel)
IndusInd Bank
09.2022 - 04.2024
Service Delivery Officer (SDO)
Kotak Mahindra Bank
10.2014 - 09.2022
Bachelor in Management studies -
VIVA Institute of Management