Oct 2023 – Present · 2 yrs 7 mos

• As CAM in Credit and Operations group, I was responsible for mapped /designated desk client servicing and their transaction processing.
• Direct responsibility to ensure growth in transaction throughput as business growth
• Responsible to maintain a high level of client satisfaction for the customers
• Transaction processing with speed & accuracy in line with client need (end-to-end)
• Interact with departments within / outside the bank for smooth transaction completion
• Coordinate between centralized processing units, business teams and customer.
• Ensure complete adherence to audit & compliance guidelines
• Documents verification as per Non discrepancy checklist for disbursement of retail loan cases
• System maker and checker for disbursement post document verification
• Raising queries to the various stakeholders and getting resolution for the same
• Co-ordinating with Vendor and the inhouse personnel for Login of files, basic data entry and loan account number generation
• Coordinating with various teams in operations and underwriting and getting DM preparation done
• Disbursement cheque printing, handover and updation of register
• Dispatch and tracking of sanction files and disbursement dockets to storage
• CPA attendance verification into system
• AF/PF/PEMI cheque banking and receipt parking into system
• Quality check observations review and revert

Aug 2019 – Oct 2023 · 4 yrs 2 mos

• As Relationship Manager Mortgage at ICICI Bank, I was responsible for
• Identify sales opportunities
• Direct operational activities on a day-to-day basis
• Generate leads for new business and customers
• Achieve business objectives and targets through customer acquisition & satisfaction
• Channel Management- To develop and expand the existing channel network
• Market development, focus on developing relations and corporate tie-ups
• Administer and ensure compliance to all sales practices
• Maintain knowledge on all bank products and services and assist to resolve customer queries
• Customer First: Leverages every customer interaction as an opportunity to make an impact, consistently seeks to understand customer needs, is accessible and responsive

Aug 2019 – Oct 2023 · 4 yrs 2 mos

• As RM –Mortgages I’m responsible for identifying sales opportunities, directing operational activities on a day-to-day basis. Source the business from assign channel and develop and expand the existing channel network. Market development with a focus on developing relations and builders/corporate tie-ups. Co-ordination with Credit, Legal, RCU and Mortgage valuation group team to FastTrack the loan process. Customers acquisitions and satisfaction, assisting in resolving customer queries. Sourcing the APF files form developers for and smoothly onboard them in Bank ecosystem. Providing hassle free and within TAT service to developers and increased the business penetration from those developers. Cross sells various bank products and services to customers as per their requirements.