Priyanka Pawar
Mumbai
Summary
Expertise in KYC verification and client relationship management. Proven track record in enhancing compliance processes and streamlining account management, ensuring exceptional customer service. Adept at data analysis and document management, driving efficiency and client satisfaction in fast-paced environments.
Overview
3
3
Languages
6
6
years of professional experience
Work History
Customer Operations Assistant Manager
Kotak Mahindra Bank
10.2023 - Current
- Managed demat account opening process for PMS, including Individual, Corporate, LLP, Partnership, NRI-NRO, and NRE accounts.
- Executed digital and physical verification of KYC documents, ensuring compliance via the KRA site.
- Conducted thorough client due diligence and documentation assessments.
- Revise and enhance existing bank and demat account documents (R to NRO, address modifications, REKYC).
- Oversaw portfolio management services while fostering client communication.
- Streamlined account closure and redemption processes.
Back Office Assistant
Bank of baroda
01.2022 - 12.2022
- Handled both incoming and outgoing mail for the business to maintain smooth-running external communications.
- Addressing client queries regarding re-KYC.
- Modifying system details, encompassing changes to address, email ID, and mobile number.
- Striving daily to achieve targets
Customer Relationship
ICICI Prudential life insurance
01.2021 - 12.2021
- Identified issues, analysed information and provided solutions to problems.
- Handled customer concerns and escalated major issues to supervisor.
- Resolved customer queries and problems using effective communication and providing step-by-step solutions.
- Prepared range of written communications, documents and reports.
Office Assistant
Akshay Investment as back office assistant
04.2020 - 12.2020
- Handled photocopying documents, updating files and faxing communications for staff.
- Answered telephone calls to offer information, direct callers and take messages.
- Created filing system for contracts, records and reports.
- Scanned new documentation into system and classified data using standard codes.
Education
Bachelor of commerce - commerce
Gokhale college of arts science & commerce
Mumbai, MH10.2019
HSC Board -
Indian education society
Mumbai, MH02.2016
SSC Board -
Indian Education Society
Mumbai03.2014
Skills
- Client relationship management
- Regulatory compliance
- Data analysis
- Document management
- KYC verification
- Digital documentation
- Problem solving
- Customer Service
- Document preparation
- Email handling efficiency
- Advanced MS Office Suite knowledge
Timeline
Customer Operations Assistant Manager
Kotak Mahindra Bank
10.2023 - Current
Back Office Assistant
Bank of baroda
01.2022 - 12.2022
Customer Relationship
ICICI Prudential life insurance
01.2021 - 12.2021
Office Assistant
Akshay Investment as back office assistant
04.2020 - 12.2020
Bachelor of commerce - commerce
Gokhale college of arts science & commerce
HSC Board -
Indian education society
SSC Board -
Indian Education Society