Umair Khan
Banking Operations
Summary
I have experience in the field of retail banking and project management. I have developed expertise in loans and card operations. I am proficient in building and maintaining professional relationships with internal and external stakeholders.
Overview
9
9
years of professional experience
6
6
years of post-secondary education
Work History
Senior Project Officer
Mindtwig Consulting PVT LTD
GURGAON
04.2021 - Current
- Partnered with project team members to identify and quickly address problems.
- Adjusted project plans to account for dynamic targets, staffing changes and operational specifications.
- Developed and deepened relationships with key stakeholders.
- Updated customers and senior leaders on progress and roadblocks.
- Organized scope, schedule and assignments for entire team.
- Worked with senior case managers to coordinate team development activities and trainings.
- Monitored deadlines and milestones to keep team on track with project schedule.
- Tracked project and team member performance closely to quickly intervene in mistakes or delays.
Management Trainee
Genpact
Noida
05.2018 - 10.2020
- Collaborated with team to prioritize & allocate workflow and achieve operational SLAs.
- Used banking industry expertise and analytical nature to mitigate operational risks.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Assisted management by tracking, organizing and analyzing operational reports.
- Verified quality of deliverables and conformance to specifications before submitting to clients.
- Documented productivity and looked for areas of improvement and responsible for timely updating SOP.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
Operations Representative
National Bank of Ras Al Khaimah
Dubai
06.2016 - 04.2017
- Delegated work with team members and managed daily responsibilities.
- Handled customer needs and issues by working with representatives and customers directly.
- Examined customer's balance transfer, credit card cheque and quick cash applications applications for approvals and denials.
- Performing due diligence audit of loan on card/Instant money request as per customer's eligibility Performing audit for fraudulent customer and allocating to team members for further processing of loans.
- Handling the cash back desk which included performing cash back review, redemption and forfeiture calculations within card operations team.
- Approving transfers in Flex Cube involving funds for balance transfer, credit card cheque processed by associates
- Conduct regular briefings for the team to discuss performance, Organizational policies and process updates
Process Developer
Mashreq Bank
Dubai
07.2015 - 05.2016
- Handling offshore loan operations team based in India (leading BPO service provider)
- Monitoring and auditing individual performance based on quality and processing of loans
- Ensure full Compliance of standard operating procedure for disbursement & documentations.
Senior Process Associate
WNS Global Services
GURGAON
02.2011 - 12.2014
- Performed reconciliations to drive accuracy and validity of financial information.
- Supervised team of process associates to enhance accountability, develop professional skills and improve efficiency.
- Identified modifications to processes and procedures that would promote better efficiency.
Education
MBA - Finance
IIMT Ahmedabad
Gujrat 04.2016 - 06.2018
Bachelor of Commerce - Accounting
Kumaoun University
Rudrapur 05.2003 - 07.2006
Intermediate - Commerce
DMA
Rampur 04.2002 - 03.2003
Skills
Project Management
Teamwork and Collaboration
MS Office
Tools Knowledge
- PeopleSoft - Client workflow
- Salesforce - Workflow
- Oracle Flexcube
- Ms Office
Travel
Passport valid till 2026.
Timeline
Senior Project Officer
Mindtwig Consulting PVT LTD
04.2021 - Current
Management Trainee
Genpact
05.2018 - 10.2020
Operations Representative
National Bank of Ras Al Khaimah
06.2016 - 04.2017
MBA - Finance
IIMT Ahmedabad
04.2016 - 06.2018
Process Developer
Mashreq Bank
07.2015 - 05.2016
Senior Process Associate
WNS Global Services
02.2011 - 12.2014
Bachelor of Commerce - Accounting
Kumaoun University
05.2003 - 07.2006
Intermediate - Commerce
DMA
04.2002 - 03.2003