Yashvardhen Singh Bisen
Indrapuram
Summary
Dynamic Senior Personal Banker at Barclays Bank with a proven track record in regulatory compliance and account management. Passionate about delivering exceptional customer service and financial advisory, I effectively implemented security measures and enhanced client experiences, ensuring satisfaction and trust. Skilled in employee training and data analysis, I thrive in fast-paced environments.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Personal Banker
BARCLAYS BANK
New Delhi
09.2024 - Current
- Handled inbound and outbound phone calls from customers, ensuring effective and efficient service delivery.
- Successfully configured and maintained customer accounts in the company's database, ensuring accurate and up-to-date information.
- Researched and stayed up-to-date with changes in loan policies, ensuring accurate and relevant information was provided to customers.
- Completed regular compliance training sessions to stay updated on the latest security practices and privacy regulations.
- Account Management: Efficiently handled processes for account opening, maintenance, and closure, ensuring compliance with process and documentation standards.
- Implemented additional security measures for customer accounts, ensuring protection against potential data breaches.
- Financial Advisory: Offer expert advice to clients on a range of financial services, guiding them towards making informed decisions to meet their financial goals.
- Responsible for identifying potential loss situations promptly escalating to the relevant areas to minimize the risk to the business and the customer.
- I have the authority to release and verify funds across a variety of systems used by the department. Deal with customers and may be required to identify, log, and escalate complaints and resolve queries by tracking them internally and escalate upwards if necessary.
PROCESS ADVISOR
BARCLAYS BANK
New Delhi
08.2020 - 05.2021
- Supported customers by providing payment options, processing payments, and resolving problems to enhance their overall experience.
- Ensured compliance with all relevant regulations and guidelines.
- Researched and stayed up-to-date with changes in loan policies, ensuring accurate and relevant information was provided to customers.
- Completed regular compliance training sessions to stay updated on the latest security practices and privacy regulations.
- Implemented additional security measures for customer accounts, ensuring protection against potential data breaches.
PERSONAL BANKER
BARCLAYS BANK
New Delhi
03.2019 - 08.2020
- Account Management: Efficiently handled processes for account opening, maintenance, and closure, ensuring compliance with process and documentation standards.
- Customer Service: Respond to customers' inquiries and instructions while maintaining high delivery standards to achieve total customer satisfaction.
- Financial Advisory: Offer expert advice to clients on a range of financial services, guiding them towards making informed decisions to meet their financial goals.
- Assistance during COVID-19 During the challenging times of the COVID-19 pandemic, proactively helped financially vulnerable customers by offering them better resolutions regarding their finances and providing support to ease their financial burdens.
- Audit Response: Address any audit findings promptly and ensure comprehensive compliance with guidelines.
- Transaction Processing: Scrutinize transactional documents against the branch checklist to ensure completeness and address related customer inquiries and escalations.
- Compliance: Adhere to all internal, regulatory, and statutory requirements for various products and services offered by the branch.
- Banking Expertise: Demonstrate in-depth knowledge of banking processes, regulations, and guidelines across retail products.
SPECIALIZATION TRAINING
ITC GARDENIA
Bengaluru
01.2016 - 02.2016
- I have specialized in the front office department, where I have assisted the duty manager with guest experience.
- I worked with all specialized software in the department, such as Opera.
- Managed diverse clients across the world.
INDUSTRIAL TRAINING
CROWNE PLAZA
New Delhi
04.2015 - 12.2015
- Assisted the Front Desk team with guest check-ins and check-outs, ensuring a seamless and positive experience for hotel guests.
- Worked alongside the Food and Beverage team to understand the process of food preparation, service, and handling customer preferences effectively.
- Coordinated employee training programs, demonstrating my organizational skills and attention to detail in ensuring that all participants received relevant training materials.
- Supported HR personnel in maintaining and updating employee records, demonstrating meticulous attention to detail, and confidentiality in handling sensitive information.
- Aided in the preparation of HR reports and presentations, highlighting your data analysis and presentation skills.
Education
BACHELORS IN HOTEL MANAGEMENT - Hotel Management
Army Institute of Hotel Management and Catering Technology
Bangalore, IndiaSkills
- Employee training
- Regulatory compliance
- Account management
- Customer service
- Financial advisory
- Data analysis
Hobbies and Interests
- Bouldering
- Playing Basketball
- Reading Fiction/Non-Fiction
- Playing Ukulele
Certification
- Critical Thinking
- Programming Foundations: Database
Personal Information
- Date of Birth: 07/18/94
- Gender: Male
- Nationality: Indian
Honours And Awards
- Army Group Insurance Fund Scholarship, Army Institute of Hotel Management and Catering Technology, Bangalore University, Got awarded the prestigious Army Group Insurance Fund Scholarship, recognizing academic excellence and dedication.
- Appreciation Letter, Crowne Plaza, Received an Appreciation Letter from the Human Resource Department at Crowne Plaza Rohini, New Delhi, acknowledging exceptional contributions and commitment to fostering a positive work environment.
- LES CLEFS D'OR Association, Volunteered and contributed to the LES CLEFS D'OR association, showcasing dedication to community involvement and service.
Languages
Hindi
First Language
English
Advanced (C1)
C1
Accomplishments
• Army Group Insurance Fund Scholarship – Army Institute of Hotel Management and Catering Technology,
Bangalore University Got awarded the prestigious Army Group Insurance Fund Scholarship,
Recognizing academic excellence and dedication
Appreciation Letter – Crowne Plaza received an appreciation letter from the Human Resource Department at Crowne Plaza Rohini, New Delhi, acknowledging exceptional contributions and commitment to fostering a positive work environment
LES CLEFS D'OR Association volunteered and contributed to the LES CLEFS D'OR Association, showcasing dedication to community involvement and service
Timeline
Senior Personal Banker
BARCLAYS BANK
09.2024 - Current
PROCESS ADVISOR
BARCLAYS BANK
08.2020 - 05.2021
PERSONAL BANKER
BARCLAYS BANK
03.2019 - 08.2020
SPECIALIZATION TRAINING
ITC GARDENIA
01.2016 - 02.2016
INDUSTRIAL TRAINING
CROWNE PLAZA
04.2015 - 12.2015
BACHELORS IN HOTEL MANAGEMENT - Hotel Management
Army Institute of Hotel Management and Catering Technology
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