Sweta Priyadarshini

• Spearheading end-to-end implementation of Digital Cash Management solutions.
• API & H2H based integration of payment and collection solution like BBPS BOU, NACH/eNACH, UPI 2.0. API Payments.
• Integration with Client's SAP, Oracle and Tally ERPs. Handling customizations in various reports for reconciliation.
• Conducting UAT with clients and ensuring successful integration managing TAT of Production deployment.
• Collaboration with Internal and external stakeholders like IT, Business and Channel setup team for seamless on-boarding experience for clients.
• Delivering client training, onboarding support, and post-implementation services.
• Benchmarking existing CMS offerings and driving platform enhancements.
• Cross sales and Up-sale of CMS solution to WBG Clients and adding to overall throughput and fee income

Additional Projects :

• Created Repository of multi Bank Payment and Reporting templates to shorten the overall onboarding TAT of CMS payments for WBG clients.
• Driving the project to upgrade of the First On-board Application as central SPOC.
• Aligning with IT and business teams for various product development and system upgrades.

• Handled CMS relationships of Transaction Banking Group client.
• Managed Payment and Collection solutioning for MNCs and Government Institutions.
• Handled end to end on-boarding of clients on Embedded Banking and other digital solutions.
• Delivered API and H2H based customized solutions to marquee Financial Service Conglomerates.
• Generated CMS income of 30 Lacs (FY 21-22) and 47 Lacs (FY 22-23).

Additional Projects :

• Designed a department wide Process for client On-boarding journey on CMS and Trade Products using JIRA Application.
• Created Product and Process improvement flow through JIRA for Transaction Banking Group.
• Tracked deals, sales progress, and MIS performance metrics using Power BI.

• Built and maintained relationships with new and existing clients while providing high level of expertise.
• Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
• Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
• Maintained knowledge on banking products and distribution to provide optimal service support.
• Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.

• Managed classic portfolio and enhanced the book of INR 14 Cr in FY 2018-19.
• Enhanced values by 45% within each customer groups by ensuring that accounts are activated and FDs are sold to all customers.
• Recognized for qualifying CASA & Insurance Contest by BBH and ZH
• Promoted financial products by maintaining excellent service offering knowledge.
• Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
• Networked to increase client base and encourage existing clients to expand financial portfolios.

• On boarded 8 premium corporate of Mumbai for Corporate Banking in FY 2016-17 and managed a team of 5 direct sales agent
• Designed employee engagement activity and managed recruiting, objectives setting, coaching and performance monitoring of sales representatives
• Played a vital role in acquiring Loan and Card business from Indian MNC and SMEs.

• Successfully on-boarded 65% branch customer on digital banking, credit cards and retail loans.
• Cross-sold CASA & term deposits, up-sold loans & digital wallets of bank, achieved annual targets of card sales across Navi Mumbai & Thane for FY 2016-17.
• Imparted training to branch staff and new joinees on products & process of card variants; success in redirecting customer from branch banking to digital banking.