Rahul Bindra

Operations Associate

Gandhinagar, Gujarat, India5 yrs 7 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Over 5 years of banking domain experience.
Achieved 100% accuracy in KPI improvements.
Expertise in compliance and quality assurance.

Stackforce AI infers this person is a Fintech professional with strong expertise in compliance and client onboarding.

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Skills

Core Skills

Client OnboardingQuality AssuranceCompliance

Other Skills

Analytical SkillsCoordinationCorporate Life ManagementCustomer Relationship ManagementData AnalysisDigital MarketingDocumentation ReviewFinancial AnalysisFraud MitigationKPI ImprovementLeadershipManagementMicrosoft ExcelMicrosoft OfficeMicrosoft Outlook

About

With over 5years of experience in the banking domain, I have developed a deep understanding of investment and wealth management, KYC operations, and client onboarding. My background includes working extensively with consumer and corporate loans, showcasing a strong ability to collaborate with multiple stakeholders and implement strategies to meet organizational goals. At Merrill Lynch, I have contributed to the Investment Solutions and Client Onboarding team by reviewing enrolment, documentation, and evaluations—ensuring an error-free environment through daily QA audits. I have also handled KYC documentation and compliance checks, ensuring adherence to regulatory standards. In addition, I have coordinated with Line of Business (LOB) teams, prepared and analyzed daily reports, and delivered actionable feedback that has driven monthly KPI improvements and led to 100% accuracy. My FINRA certification further strengthens my expertise in compliance and quality assurance within wealth management operations.

Experience

5 yrs 7 mos

Total Experience

5 yrs 7 mos

Average Tenure

5 yrs 7 mos

Current Experience

Bank of america

3 roles

Officer - Team Developer

Oct 2025 – Present · 7 mos

Officer senior team member

Promoted

Jan 2022 – Oct 2025 · 3 yrs 9 mos

Reviewed enrolment, documentation, and evaluation for Merrill Lynch's Investment Solution and Client Onboarding team.
Identified account changes and assessed relevant documentation for Merrill Lynch Investment Advisory Program (ML IAP).
Drove monthly KPI improvements to achieve 100% accuracy.
Coordinated with LOB, prepared daily reports, and shared feedback for the account.

Client OnboardingDocumentation ReviewKPI ImprovementCoordinationReportingQuality Assurance

Associate

Oct 2020 – Jan 2022 · 1 yr 3 mos

Conducted QA reviews and daily audits on loan applications for the Paycheck Protection Program, ensuring compliance with SBA guidelines.
Proactively mitigated fraudulent transactions and uploaded missing data/documents to maintain accurate information.
Managed global customer relationships and provided coaching and support to team associates.

Quality AssuranceComplianceFraud MitigationCustomer Relationship Management

Itronix solutions

Management Team

May 2019 – Jul 2019 · 2 mos · MOHALI

Done my summer intern from Itronix solution mohali and learned about the fundamentels of digital marketing . From itronix solution i learned how to manage the work also about corporate life.

Digital MarketingCorporate Life Management