MEENA ANAND

• Ensure a high level of customer service, and manage difficult customer situations.
• Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
• Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
• Kept stakeholders up-to-date on details pertaining to client projects.
• Gather and prepare statistics for service quality and productivity indicators.
• Ensure adherence to laid-down processes, and facilitate first-time resolution. Minimize rejections and customer complaints.
• Processing deceased claim.
• Processing the KYC request of the client.
• Handling locker queries and requests.
• Managing requests from the different departments and coordinating for compliance and completion.

• Established effective relationships with key stakeholders both internally and externally for increased collaboration opportunities.
• Improved department efficiency by streamlining and implementing policies and processes.
• Implemented process improvements that streamlined workflows, reducing redundancies and increasing operational efficiency.
• Coordinated cross-functional teams to address complex issues, leading to more efficient problem-solving processes.
• Maintained strict adherence to industry regulations, minimizing risk exposure for the organization.
• Coordinated operations with other emergency service groups.
• Onboarding of newly acquired clients by branch, sales, and NR RO-RMs.
• Responsible for additional CASA, remittance/FX, TD, and RD.

Responsible for managing day-to-day operations activity at the branch. • Authorize and check bank transactions, both cash and noncash.
• Additional sale of RD, TD, and CASA.
Timely authorization and checking of the SO/RO system input for customer transactions.
Establishing standards and delivery of customer service.
• Authorization of E-Tax Payments, GST Payments, PAN/TAN Registration for tax payments. • Have complete knowledge of the customer base in terms of profile and assets with the bank and in other places. • Monitoring the performance of the account client on a regular basis. • Tallying cash and maintaining cash in the cash chest.
Checking the daily reports, such as inward and outward clearing.

• To be the first point of contact with the client in the branch, provide client service and product information.
• Improved service quality, addressing client concerns promptly and professionally.
• Authorization of cash and non-cash transactions.
• Enhanced service delivery by developing and implementing efficient processes.
• Responsible for cash and customer transactions, lobby management.

WELCOME DESK: ● To be the first point of contact with the customer in the branch, provide customer service and product information.
● Responsible for account opening for both Current and Savings Accounts and Fixed Deposits. ● Customer acquisition through sales to walk-in customers, referrals from walk-ins for current accounts, savings accounts, and Demat accounts. ● Deliverables custodian, handling balance inquiries of walk-in customers, and collection of foreign currency cheques.
Obtain referrals from walk-in customers for current accounts, savings accounts, and Demat accounts; generate referrals from the internal database.
Cross-sell direct banking channels to walk-in customers to deepen relationships.
● Responsible for report generation and filing. ● Doing financial transactions such as NEFT, RTGS, transfer entries, etc.
Authorization of cash and non-cash transactions.

● Responsible for Cash and Customer transactions
● Managing vault limits & vault custodian
● Supervising all Non-Cash transactions like DD, fund transfer etc