Kirti Bhardwaj
Queenston,NEW YORK
Summary
Versatile operations supervisor with a proven history of streamlining operations and delivering exceptional results. Known for drive, dedication, and a hardworking nature. Skilled in optimizing operational processes, enhancing efficiency, and implementing strategic improvements. Expertise in data analysis and project management.
Overview
5
5
years of professional experience
Work History
Customer Service & Operation Analyst
Royal bank of Scotland (NatWest group)
12.2022 - 02.2024
- Opening of customer accounts of different products after making checks like signature & documents to minimize risk & fraud
- Handling queries of team
- Doing quality checks for the trainees & providing feedback.
- Maintained strong focus on customer satisfaction, ensuring timely resolution of issues, and implementing proactive measures to prevent future occurrences.
- Developed and updated tracking spreadsheets using (HOOYU, BACK OFFICE).
- Identified and analyzed project risks and developed mitigation strategies.
RM
Fincare small finance Bank Ltd
12.2021 - 12.2022
- Analyze the business proposal to identify potential clients & opportunities
- Involved in interaction with existing and prospective clients for new bookings and sale components
- Identify new opportunities develop new clients and maintain their database
- Interact with clients on regular basis, respond to all their queries and complaints, and handle all client reaction
- Develop affable relationship with customer, providing updated information and giving best of services
- Development of new customer base through cold call
- Ensuring total customer satisfaction through providing better service
- Manage portfolio, assign branches
- Responsible for planning and supervising local marketing activity.
- Open savings account monthly through market calls
- Managed time efficiently in order to complete all tasks within deadlines.
- Worked well in a team setting, providing support and guidance.
Sales Team
IDFC First Bank Ltd
11.2020 - 12.2021
- Sourcing CASA
- Lead generation & presentation of the product
- Handling Branch sales for liability products & third-party products
- Developing New client database and client retention too
- Generating references from customer for various products, thereby enhancing relationship with existing customers
- Handling Branch operation as per branch or business requirements
- Ensuring timely processing of Bank non-cash Cash Transaction like RTGS, NEFT, Fund transfers, IMPS, and clearing
- Punching and issuance DD, Debit card request
- Ensuring timely processing of Bank Cash transactions, like withdrawing/depositing cash
- Ensuring timely request punch and delivery of FD and RD, ABM Cards, Cheque Books, Net Banking Passwords, KYC, etc
- Operations: timely and error-free processing of branch transactions
- Ensuring timely request punch and delivery of ABM cards, check books, net banking passwords, KYC, and welcome kits.
- Produced 50 leads through marketing campaigns utilizing sources and activity platforms.
- Developed high-performing sales teams through regular coaching sessions, skill development workshops, and performance evaluations.
- Handled cash register operations and customer transactions to process payments.
- Kept detailed records of daily activities through an online customer database.
- Identified new business opportunities through cold calling, networking, marketing, and prospective database leads.
- Monitored service after sales and implemented quick and effective problem resolutions.
Associate
Kotak Mahindra Bank (Ivangel Sales & services Pvt Ltd)
07.2019 - 10.2020
- Scrutiny the Credit Card form and verify KYC documents at first level before sending for processing
- Update to customer regarding balance of Corporate Credit card
- Coordinate with the processing team to resolve customer queries.
- Developed strong client relationships through timely and thorough follow-up on inquiries and concerns.
- Developed a strong rapport with customers and created a positive impression of business.
- Managed efficient cash register operations.
- Created solutions for customers to satisfy specific needs, quality, and budget.
- Managed customer relations through communication and helpful interactions.
Education
Bachelor of Commerce B.com (hons.) -
Delhi University
01.2018
Skills
- Team work
- Time Management
- Self-Motivation
- Multitasking
- Teamwork and Collaboration
- Excellent Communication
- Professionalism
- Time management abilities
- Case Management
- Workflow Optimization
- Data analysis
- Process improvement
- Operational efficiency
Languages
English
Full Professional
Punjabi
Full Professional
Hindi
Native or Bilingual
Timeline
Customer Service & Operation Analyst
Royal bank of Scotland (NatWest group)
12.2022 - 02.2024
RM
Fincare small finance Bank Ltd
12.2021 - 12.2022
Sales Team
IDFC First Bank Ltd
11.2020 - 12.2021
Associate
Kotak Mahindra Bank (Ivangel Sales & services Pvt Ltd)
07.2019 - 10.2020
Bachelor of Commerce B.com (hons.) -
Delhi University
Similar Profiles
GEETHA PRIYAGEETHA PRIYA
Customer and Operations Delivery Manager at ROYAL BANK OF SCOTLAND / NATWEST GROUPCustomer and Operations Delivery Manager at ROYAL BANK OF SCOTLAND / NATWEST GROUP
Prateek VermaPrateek Verma
Manager at Royal Bank Of Scotland (NatWest Group)Manager at Royal Bank Of Scotland (NatWest Group)
CA DEEKSHA AGARWALCA DEEKSHA AGARWAL
Relationship Manager- Credit Delivery at Royal Bank of Scotland (Natwest Group)Relationship Manager- Credit Delivery at Royal Bank of Scotland (Natwest Group)