Hyderabad, Telangana, India
• Provide financial advisory services to retail clients on investment planning and structuring. • Coordinate rooftop solar installation projects including feasibility analysis and ROI assessment. • Manage vendor coordination, documentation, and regulatory liaison. • Oversee end-to-end project execution ensuring compliance and cost efficiency. • Strengthened client acquisition through relationship management and advisory approach.
• Led end-to-end branch banking operations with focus on operational governance, regulatory compliance, process optimization, and customer service excellence. • Managed client onboarding, transaction processing, operational controls, and issue resolution while ensuring adherence to KYC/AML guidelines, audit requirements, and internal compliance frameworks. • Collaborated with cross-functional teams to streamline operational workflows, improve turnaround times (TAT), and strengthen service delivery standards. • Supported operational governance initiatives through monitoring of process controls, audit readiness activities, documentation management, and compliance reporting. • Coordinated with business and support stakeholders to drive operational efficiency, customer experience enhancement, and process improvement initiatives. • Prepared and analyzed operational MIS reports and management information to support decision-making, service level monitoring, and branch performance management. • Played a key role in strengthening operational controls, minimizing process gaps, and improving compliance scorecards through proactive monitoring and governance practices. • Contributed to operational transformation initiatives by supporting workflow enhancements and customer-centric process improvements. • Ensured maintenance of audit-ready records and compliance with banking regulations, internal policies, and operational risk standards. • Conducted operational guidance and coordination activities for staff to ensure smooth execution of branch operations and adherence to governance standards. • Supported digital banking adoption and operational transition activities through customer engagement and process coordination. • Recognized for operational excellence, process accuracy, customer service quality, and compliance-focused execution.
• Oversaw daily operations including client onboarding, transaction processing, ATM Operations,customer query handling, service requests, and issue resolution while ensuring compliance with regulatory standards, internal policies, and high levels of customer satisfaction. • Collaborated with cross-functional teams including Branch Sales Teams, AMCs, PMSs, AIFs, and KRAs to ensure smooth client onboarding, seamless transaction processing, and timely resolution of operational issues. • Managed investment products, mutual funds, and insurance operations, including quality checks of customer documents, identification of discrepancies, and ensuring smooth processing with proper operational controls. • Managed customer interactions, tracked service metrics, and coordinated with internal teams for timely resolution of customer complaints, queries, and service-related issues. • Monitored operational metrics, performance reports, service quality parameters, and key performance indicators (KPIs) to ensure smooth business operations and achievement of service standards. • Prepared, maintained, and analyzed MIS reports, operational dashboards, and performance metrics for management review and decision-making. • Coordinated with in-house technical teams and provided operational inputs to enhance systems, technologies, and process efficiencies used in day-to-day business activities. • Ensured adherence to TATs, service standards, operational controls, and efficiency benchmarks through continuous monitoring of key metrics and process performance. • Ensured audit readiness and compliance with KYC, AML, and other regulatory guidelines. • Played a key role in maintaining accuracy and compliance in mutual fund and insurance processing activities.
• Supported regional back-office operations and ensured service quality. • Managed reconciliation and documentation for compliance and risk teams. • Managed process of Diners Charge back disputes between card holders and Merchants.
Handled inbound and out bound calls by giving information about telecom products and resolving the issues of the customers