Yati Tawniya

Customer-facing duties include managing accounts, handling inquiries, ensuring documentation quality, and coordinating with sales and relationship managers for customer satisfaction.

KEY RESPONSIBITY:

• Client Relationship Management: Build and maintain strong relationships with high-net-worth individuals by understanding their financial needs and goals.
• Financial Solutions: Provide personalized financial advice and solutions, including identifying banking products, services, and investment strategies.
• Customer Support: Ensure excellent service and support to clients, conducting financial health checks, and reviewing their accounts.
• Loyalty and Satisfaction: Focus on ensuring customer satisfaction and fostering loyalty through proactive engagement and effective communication.

ACHIVEMENTS:

➢Achieving month-on-month insurance targets, as per the goal sheet.

➢Awarded the Current Account Championship in April 2024.
➢Qualified for the Oscar award, August 2025.

Associate Service Delivery Manager, Cash, is a role focused on managing cash operations, customer service, and cash transactions within the bank's branch network.

KEY RESPONSIBLITY:

• Customer Service: Providing high-level customer service to clients.
• Transaction Handling: Managing various financial transactions, including cash and non-cash transactions, like demand drafts and fund transfers.
• Client management: Building and maintaining client relationships to ensure satisfaction.
• Product Information: Identifying customer needs and providing information about bank products, acting as a point of contact for client service needs, and resolving queries.
• Ensuring high-quality, personalized service and managing client satisfaction at branch locations.
  Onboarding new clients, including welcome calls, and audits.
  Building and maintaining client relationships to increase loyalty and retention.

ACHIVEMENTS:

➢ Awarded for being the Top ASDM & Winner – Champs 2014, Pan India Contest for Current Accounts in Dec 2021.

➢ Top PB in Life Insurance in PAN India in Jan 2022.

➢ Awarded Medal of Honor for exemplary performance in Inner Circle initiative, Pan India Contest for Life Insurance in Mar 2022.

• Worked as insurance advisor portfolio management. Created financial reports and supported all areas of responsibility within a 5 person finance team.