Susmita Paul
Bangalore
Summary
Experienced financial services professional known for high productivity and efficient task completion. Specialized in market analysis, risk management, and client portfolio optimization. Strong communication, problem-solving, and adaptability skills ensure success in fast-paced environments.
Overview
9
9
years of professional experience
Work History
Relationship Officer, Retail Banking Group
Mashreq Global Network
Bangalore
11.2023 - Current
- Aided customers in initiating credit card accounts while addressing their questions and concerns.
- Cross-check the complete KYC documents and client onboarding.
- Conducted thorough reviews of client denials, documenting all requests made in relation to provided documentation.
- Collaborated with a designated department to thoroughly review and verify rejected applications utilizing essential supporting documents.
- Resolved escalated support calls related to IT bugs in website applications within the defined time frame.
Sr Operations Specialist
JP Morgan & Chase Co.
Bangalore
12.2020 - 11.2023
- Minimized financial losses by restricting accounts with suspicious activities.
- Conducted quarterly AML due diligence tasks
- Investigated accounts flagged as suspicious by internal algorithms and resolved any discrepancies if necessary
- Delivered training and oversight to junior specialists/new hires regarding operational SOPs and updates
- Developed customized KPI report generation for easier metric tracking by mid-level management.
Customer Service Executive - Premium Managed Service Desk
Teleperformance India
Bangalore
03.2019 - 05.2020
- Provided exclusive client services to 8 prestigious, high net worth accounts at Axis Bank AMC.
- Consistently achieved prompt delivery of high-quality banking services, as per SLA, for all incident reports.
- Allocated new tickets to the team after considering availability and ticket priority.
- Efficiently executed the 'Catalyst Project,' facilitating rapid business learning for new team members.
- Efficiently worked together with Axis Bank clients in comprehending and executing current regulatory legislation.
- Supported team managers with reporting tasks if necessary.
Key Account Manager
IndusInd Bank
Purba Medinipur
03.2016 - 12.2017
- Educated and attracted mid-sized merchants around the branch which resulted in increased book size.
- Provided assistance for customers with minimal understanding of banking and insurance products.
- Contributed to increased revenue through effective cross-selling.
- Ensured efficient completion of daily banking operational tasks such as book entry and end-of-day reconciliation.
- Prepared attendance reports on a daily, weekly, and monthly basis at a supervisor level.
Business Development Associate
Specadel Tech Pvt Ltd
Bangalore
06.2016 - 07.2017
- Expedited the achievement of both immediate and extended sales targets for Byjus through lead generation.
- Provided insights and suggestions to enhance sales performance through focused marketing efforts.
- Led projects to enhance planning efficacy and support client initiatives in making data-driven business decisions.
- Increased efficiency of report preparation by implementing Excel macros.
- Enhanced team development by mentoring both experienced members and new hires, fostering the exchange of best practices and knowledge.
Education
Master of Arts (M.A) - English Hons
Rabindra Bharati University
Kolkata, West BengalBachelor of Arts (B.A) - English Hons
Bajkul Milani Mahavidyalaya
Bajkul, West BengalSkills
- Marketing knowledge
- Data interpretation and analysis
- Customer Relationship Management
- Customer Relationships
- Team Leadership
- Creativity and Innovation
- Written and verbal communication
- Good team coordination & planning skills
Initiatives
Part of the Scribes community which is an NGO that helps the differently abled with their educational needs (Writing exams, reading topics etc.)
Accomplishments
- Promoted as Key Account Manager from CSM within a year.
- Qualified for COC two times in a year.
- Felicitated for outstanding performance in life Insurance and General Insurance.
Languages
Bengali
First Language
English
Advanced (C1)
C1
Hindi
Advanced (C1)
C1
Timeline
Relationship Officer, Retail Banking Group
Mashreq Global Network
11.2023 - Current
Sr Operations Specialist
JP Morgan & Chase Co.
12.2020 - 11.2023
Customer Service Executive - Premium Managed Service Desk
Teleperformance India
03.2019 - 05.2020
Business Development Associate
Specadel Tech Pvt Ltd
06.2016 - 07.2017
Key Account Manager
IndusInd Bank
03.2016 - 12.2017
Master of Arts (M.A) - English Hons
Rabindra Bharati University
Bachelor of Arts (B.A) - English Hons
Bajkul Milani Mahavidyalaya
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