Priya Dandi

Efficiency and Technology Enhancement: Guided efforts to improve technology systems in a cost-effective manner and focused on streamlining billing, workflow, customer relationship management, and productivity to drive efficiency

Operational Excellence & Problem-Solving: Resolved issues and enhanced operations within fast-paced environments and customized financial portfolios to meet client requirements and optimized system training through user documentation redesign

Digital Transformation & Wealth Management: Led digital transformation initiatives for retail banking products, with a focus on wealth management and assets management, including middle and back office management

Process Optimization & Reengineering: Led the reengineering of business and payment processes to align with new product development, performing GAP analysis and risk control matrix while driving improvement initiatives to enhance operational efficiency

Strategic Planning and Business Executed strategic plans and initiatives to drive business growth and organizational objectives while implementing best practices and innovative solutions to achieve operational excellence

Compliance and Regulatory Oversight: Ensured compliance with legal and regulatory requirements, implemented policies and procedures, and reviewed regulatory issues from various business functions, and devised strategies for compliance

Market Analysis: Monitored market trends, competitor activities, and industry developments, identifying opportunities and risks

Leadership & Team Management: Managed a team of 9-12 consultants and management trainees, high-performance standards, and supported a team of managers, 8 consultants, and employees, while conducting end-of-day review meetings to ensure efficient operations

• Analyzed sales data to identify opportunities for improvement and implemented targeted action plans accordingly.
• Monitored competitor activities within the territory, adjusting sales strategies as needed to maintain a competitive edge.
• Targeted prospects in other territories through careful research of competitor products, services, and trends.
• Managed sales pipeline effectively by prioritizing high-potential prospects while keeping track of potential opportunities at various stages of development.
• Maintained a deep understanding of industry trends, enabling informed decisions on sales strategies and product offerings.
• Increased sales revenue by developing and implementing strategic territory plans.
• Motivated and mentored sales employees to enhance presentation, negotiation and customer relations abilities.
• Established strong relationships with key clients, boosting customer retention rates.
• Collaborated with marketing department to create promotional materials that drove brand awareness in the territory.
• Developed customized solutions based on client needs, resulting in increased customer satisfaction and loyalty.
• Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
• Built relationships with customers and community to establish long-term business growth.
• Communicated product quality and market comparisons by creating sales presentations.

• Conducted regular performance evaluations for all employees to recognize achievements, address challenges, and facilitate professional growth.
• Led training initiatives that enhanced employee skills, knowledge base, and productivity levels across various functions within the organization.
• Increased customer satisfaction by addressing client concerns promptly and implementing appropriate solutions.
• Achieved higher team performance by implementing effective coaching and mentoring strategies for cluster staff.
• Developed efficient operational processes to optimize resources and improve overall cluster performance.
• Established strong relationships with key stakeholders through regular meetings, reports, and presentations on cluster progress.
• Streamlined communication channels between departments, fostering a collaborative work environment for all team members.
• Earned recognition for leadership excellence by consistently exceeding performance targets and promoting a culture of continuous improvement within the cluster management team.