Yash Arora

- Designed and monitored control frameworks to ensure compliance with operational policies,

driving a 35% year-over-year growth in client acquisition.

- Investigated exceptions in operational workflows, identifying root causes and collaborating with

Middle Office, Front Office, and technology teams to resolve issues.

- Maintained comprehensive documentation of exceptions, producing regular MIS reports for

senior management and representing the branch in internal forums.

- Organized team huddles with subject matter experts across financial planning, retirement

planning, and other areas to ensure delivery of customized client advice.

- Achieved 85% top-box employee satisfaction by emphasizing team development and career

progression.

Analyzed complex credit and investment portfolios, providing tailored advice to improve clients'

financial health.

- Spearheaded initiatives to enhance transaction reporting accuracy and timeliness, achieving a

25% improvement in customer satisfaction.

- Collaborated with specialists to address gaps in client service, driving a 40% uptake in

integrated financial planning services.

- Developed training programs for team members, resulting in a 15% improvement in operational

efficiency.

- Led efforts to address gaps in completeness and accuracy of client financial transactions,

increasing compliance metrics by 20%.

- Acted as a digital banking advocate, facilitating a 30% increase in client adoption of digital

solutions.

- Provided personalized financial advice, enhancing cross-selling and referral opportunities by

20%.

- Delivered 95% positive client feedback by resolving operational issues effectively and ensuring

seamless transaction handling.

- Increased cross-departmental sales by 25% through identifying leads in investments and

business banking.

- Educated clients on digital banking features, achieving a 40% adoption rate among branch users.

- Analyzed and input data for new applications within the mortgage department, ensuring accuracy

and compliance.

- Developed tracking spreadsheets and implemented tools for improved quality control.

- Collaborated with stakeholders to identify gaps in operational procedures, proposing

enhancements to improve outcomes.