Kritika Rastogi

Small business loan, program funding & credit assessment. Operational transactions support for processing activities & business services functions.
Data entry, data preparation, reporting, document validation & risk assessment.
Procedure & SLA, coordinating with stakeholder.

Developed product visio, strategies to build product roadmap. Implemented user-centric process & initiatives using agile methodology & sprinters.
Designed initial wireframe, gathered requirement & UX feedback. Worked with tools like API,ML & Robotics.
Wrote product requirements, detailed user stories, negotiated on timelines,user validation, A/B testing & user acceptance testing. Developed sales tool to improve customer engagement & iden growth opportunities.
Performed analysis on large database to generate insights & data findings.
Audit & regulatory reporting & data analysis with dashboard & management information system.
Operational initiatives to solve ongoing challenges & collaborate with cross- functional teams, stakeholders to improve workflow, reduce operational risk,data management & SOPs development.

Handling overall branch operations, business development through market expansion & acquisition.
Monitoring & reporting compliance & regulations as per AML, KYC, Fintrac,PCMLTFA standards.
Branch budgeting, cost management, profitability & risk assessment.
Marketing & implementation of projects & promotional campaigns.
Sales coaching, performance evaluation, problem solving & team management.

Wealth management service, personalized financial advisory & solutions to high net-worth clients.
Comprehensive tailored made financial plan & strategies. Investment portfolio management, estate & retirement planning with diversification strategies, asset allocation & assessment of risk tolerance.
Strong customer relationship, engagements, service & customer acquisition & query management.
Cash management, branch operation & cross sales of banking products.