Summary
Overview
Work History
Education
Skills
Languages
References
Timeline
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Supriya Butola

Vashi

Summary

Dedicated and results-driven banking professional with over 5 years of experience in the financial industry. Proven track record of effectively managing NRI and HNI customer services, processing financial transactions securely, and ensuring regulatory compliance. Strong leadership abilities with a focus on delivering exceptional service and building lasting client relationships. Actively seeking new opportunities to expand my horizon and contribute to the growth of a progressive financial institution.

Overview

6
6
years of professional experience

Work History

Assistant Manager || Global Service Desk

YES BANK
Navi Mumbai
04.2022 - 01.2024
  • Managed the Global Service Desk (GSD), serving as the primary point of contact for NRI and HNI customers
  • Handled Yes First customer service requests received via email, ensuring prompt resolution and customer satisfaction
  • Processed account-related requests such as email ID updates, fixed deposit bookings, and branch changes, utilizing Aadhar-based authentication for enhanced security
  • Managed financial transaction requests, including fund transfers and internal fund transfers, prioritizing security and compliance.
  • Established relationships with key stakeholders, customers, and partners to ensure successful account management.

Assistant Manager || NRI Service Desk

YES BANK
Mumbai
01.2019 - 04.2022
  • Conducted thorough scrutiny and processing of financial transactions for NRI clients, adhering to internal and regulatory guidelines
  • Documented all customer interactions in a CRM system for future reference.
  • Provided timely assistance and support to NRI customers via email, addressing inquiries and resolving issues effectively
  • Processed account instructions received from Relationship Managers (RMs) and customers, maintaining accuracy and efficiency.
  • Demonstrated leadership by making improvements to work processes and helping to train others.
  • Tracked and monitored customer service requests from start to finish for each inquiry received.

Personal Banker

HDB Financial Services
Mumbai
08.2017 - 12.2018
  • Managed a diverse portfolio of high net-worth clients, delivering personalized banking solutions and building strong relationships based on trust and reliability
  • Successfully achieved and exceeded sales targets through strategic cross-selling of bank products, including credit cards, personal loans, and insurance policies
  • Acted as a dedicated point of contact for clients, resolving inquiries and concerns promptly and professionally, ensuring a high level of customer satisfaction.
  • Cross-sold banking products such as credit cards, loans and investments.
  • Developed relationships with customers by providing exceptional service in order to increase sales opportunities.

Education

Bachelor's in Banking & Insurance - Banking And Financial Support Services

Raheja College of Arts And Commerce
Mumbai
01.2016

Skills

  • Strong organizational and time management skills
  • Exceptional communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Detail-oriented and able to handle multiple tasks simultaneously
  • Experience in managing budgets and handling financial documents
  • Proficient in MS Office suite (Word, Excel, PowerPoint, Outlook) for data management, analysis, and reporting
  • Familiar with banking software and platforms, including [mention any specific software relevant to the banking industry]

Languages

  • English
  • Hindi
  • Marathi

References

References available upon request.

Timeline

Assistant Manager || Global Service Desk

YES BANK
04.2022 - 01.2024

Assistant Manager || NRI Service Desk

YES BANK
01.2019 - 04.2022

Personal Banker

HDB Financial Services
08.2017 - 12.2018

Bachelor's in Banking & Insurance - Banking And Financial Support Services

Raheja College of Arts And Commerce

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Supriya Butola