TANVEER B
Bangalore
Summary
Dynamic Customer Experience Executive with a proven track record at HDFC Bank, excelling in finance operations and AML reporting. Adept at building strong client relationships and enhancing operational efficiency. Proficient in Tableau and CRM, I thrive on delivering exceptional service while ensuring compliance and accuracy in financial transactions.
Overview
4
4
years of professional experience
Work History
Customer Experience Executive - Deputy Manager
HDFC Bank
Bangalore
10.2022 - Current
- Responsible for building and maintaining relationships with existing and new bank customers.
- Opening of savings, current and corporate salary accounts at the branch level.
- Sourcing of TPP products such as Life insurance, general insurance and health insurance.
- Canvassing of various credit cards and government schemes from the existing base.
- To ensure compliance, KYC, AML and Large transaction report are in order for freshly onboarded clients.
- To build a corporate relationship with the ETB clients of the bank for the sourcing of company code and employee salary accounts.
- Processing of Inward and outward remittances on a daily basis with forex cards issuance.
Assistant Manager
Manappuram Finance Limited
09.2021 - 09.2022
- Reviewed and resolved suspense account entries by verifying transaction details and matching them with supporting documents.
- Monitoring suspense GL (General Ledger) accounts at the month-end for ensuring the accuracy of financial records, compliance with regulations, and readiness for audits.
- Verifies the identity of a customer using government-issued ID, proof of address, and other documentation and other Ensures compliance with local and international regulations.
- Preparing documents for management review and reporting such as fortnightly and monthly reports.
- Contributed to branch operational efficiency by managing daily transactions, maintaining accurate records, and assisting the branch manager in achieving branch objectives.
- Resolved customer inquiries and complaints efficiently and professionally, maintaining positive customer relationships and ensuring adherence to service standards.
Education
Master of Commerce - Accounts and Taxation
Bangalore University
05.2022
Bachelor of Commerce - Accounts and Taxation
Bangalore University
05.2020
Skills
- Finance and accounting operations
- Priority Banking
- AML reporting
- Tableau
- Flexcube
- CRM
- Dealpro
- Microsoft Excel
- Microsoft Word
Accomplishments
- Silver Star Award, 09/01/24, Recognition of significant contribution to the organization
- Silver Star Award, 07/01/24, Recognition of significant contribution to the organization
- Golden Star Award, 03/01/25, Recognition of significant contribution to the organization
- Silver Star Award, 08/01/23, Recognition of significant contribution to the organization
Languages
- English
- Kannada
- Hindi
- English
- Telugu
Timeline
Customer Experience Executive - Deputy Manager
HDFC Bank
10.2022 - Current
Assistant Manager
Manappuram Finance Limited
09.2021 - 09.2022
Master of Commerce - Accounts and Taxation
Bangalore University
Bachelor of Commerce - Accounts and Taxation
Bangalore University