Summary
Overview
Work History
Education
Skills
Awards
Certification
Languages
Interests
Timeline
Generic

CHIRAG JAIN

Mumbai

Summary

  • Dynamic and results-oriented professional with over 16 years of extensive experience in banking operations, specializing in client onboarding and relationship management.
  • Expertise in streamlining operations and enhancing customer satisfaction through exceptional communication and problem-solving skills.
  • Proven track record in stakeholder engagement and team leadership, consistently driving operational efficiencies to elevate customer experiences.
  • Committed to fostering strong relationships that contribute to organizational success and client loyalty.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Premium Clients Manager & Operations Management

Citibank
Mumbai, Maharashtra
06.2023 - Current
  • Serve as Premium Client Executive partnering directly with PAM & KYCO to support onboarding & renewals of 15 Group Clients across regions.
  • Managing 100-120 records of renewals per quarter, ensuring 100% completion before the KYC renewal due date ensuring 0 delinquency.
  • Front client discussions on onboarding & renewals, KYC requirements and lifecycle documentation ensuring a seamless and escalation-free client experience.
  • Working with PRCR Team Leads, ensuring we OTC Targets are met for current month and future months.
  • Producing team MIS, track KPIs/SLAs and ensure consistent high-quality onboarding & renewals across markets.
  • Driving quality and productivity enhancements by collaborating with management and hub leaders.
  • Developed training materials such as "Client Experience Management" for junior analysts for KYC best practices and policies.

Imperia RM

HDFC Bank
Mumbai
06.2019 - 05.2023
  • Being single Point of Contact for HNW Portfolio Clients, being responsible for their sales and services.
  • Handling clients in Branch catering to their banking requirements like Re-KYC, account opening documentation.
  • Developed strong client relationships to enhance customer satisfaction and retention.
  • Generating Revenue Income by cross selling various banking products like account opening, Investments, and Assets.
  • Cultivated strong client relationships through personalized financial solutions.
  • Provided training and mentorship to junior relationship managers for skill development.

Admin Manager

Citibank, NA
Mumbai
12.2009 - 06.2019

Admin Manager - Jan'17 to June'19

  • Managed daily office operations to ensure efficient workflow.
  • Coordinated staff schedules and assignments for optimal resource allocation.
  • Oversaw budget planning and expense tracking for administrative activities.
  • Facilitated communication between departments to promote collaboration.

Subject Matter Expert - May'13 to Dec'16

  • Managed escalated customer issues to ensure timely resolutions.
  • Collaborated with cross-functional teams to address complex service challenges.
  • Implemented process improvements to enhance the escalation management workflow.

Customer Service Executive Dec'09 to Apr’13

  • Assisted customers with inquiries and product selections.
  • Resolved customer complaints through effective communication strategies.
  • Collaborated with sales team to enhance customer satisfaction initiatives.

Education

MBA - Banking And Finance

Sikkim Manipal University
06-2011

M.Com - Management

Mumbai University
09-2011

Bachelor of Commerce - Banking & Insurance

SRSS College
Mumbai
06-2009

Skills

  • Client onboarding & Renewals
  • KYC due diligence
  • Effective team leadership
  • Customer relationship management
  • Stakeholder engagement
  • Operations management expertise
  • Effective communication
  • Cross-functional collaboration

Awards

  • Received recognition and Gold award from Coverage in Dec 2025 under "Takes Ownership Category"
  • Received recognition and Copper award from Coverage in Oct 2025 under "Works Together Category"
  • Received recognition and Copper award from Coverage in Sept 2024 under "Takes Ownership Category"
  • Winner of M.D.R.T. USA for 2019, 2020, and 2021 by achieving the Highest Insurance targets.
  • Winner of Star Excellence Award in 2021 & 2022
  • Winner of STAR EMPLOYEE AWARD in 2020 & 2022
  • Received award from Zonal Head as a CASA Champion award in Dec 2019
  • Winner of Elite Insurance for Mar 2021 & 2022
  • Winner of Circle Head LI Objective for May 2021 & Mar 2022

Certification

  • IRDA certified: License number – 933982
  • NISM Series V – A: Mutual Fund Distributors Certification Examination (Jan 2016)

Languages

English
Professional Working
Hindi
Full Professional
Marathi
Full Professional
Kannada
Native or Bilingual
Marvadi
Native or Bilingual
Gujarati
Native or Bilingual

Interests

  • Cricket
  • Music
  • Travel

Timeline

Premium Clients Manager & Operations Management

Citibank
06.2023 - Current

Imperia RM

HDFC Bank
06.2019 - 05.2023

Admin Manager

Citibank, NA
12.2009 - 06.2019

M.Com - Management

Mumbai University

Bachelor of Commerce - Banking & Insurance

SRSS College

MBA - Banking And Finance

Sikkim Manipal University
CHIRAG JAIN