Dynamic professional with expertise in compliance management and process improvement, committed to elevating client satisfaction and optimizing operational efficiency within banking and education sectors
Overview
4
4
years of professional experience
Work History
Skill Fund Consultancy
Compliance Coordinator
Mississauga, Ontario
02.2026 - Current
Streamlined enrollment process for students, maintaining accurate compliance records.
Assessed processes to identify compliance gaps, enhancing overall efficacy.
Built and strengthened relationships with regulatory representatives and college officials.
Reviewed documentation for compliance accuracy, ensuring thoroughness and reliability.
Relationship Manager
HDFC Bank
Yamunanagar, Haryana, India
12.2023 - 12.2025
Managed client accounts to strengthen relationships and improve satisfaction scores.
Conducted account reviews, identifying client needs and recommending tailored services.
Facilitated training sessions for new team members on customer service best practices.
Implemented process improvements to streamline banking operations and increase efficiency.
Identified cross-selling opportunities, enhancing client portfolios with additional products.
Researched complex customer issues, providing solutions or appropriate referrals.
Advised clients on financial products tailored to their needs.
Collaborated with departments to resolve customer complaints effectively.
Customer Relationship Manager
Winston Pvt. Ltd.
Faridabad, Haryana, India
07.2023 - 11.2023
Resolved customer inquiries and issues, enhancing overall satisfaction.
Coordinated customer feedback sessions, gathering insights for service improvements.
Trained team members on effective communication and customer service strategies.
Collaborated with marketing teams to align engagement initiatives with brand objectives.
Facilitated training sessions on product knowledge to enhance service delivery.
Drafted surveys to collect insights into customer preferences and experiences.
Organized promotional events, raising brand awareness among target audiences.
Education Councellor
Athens
Faridabad, Haryana, India
08.2022 - 06.2023
Guided students in academic planning and course selection, ensuring alignment with career goals.
Assisted students in developing postsecondary education plans by providing comprehensive information on college admissions, financial aid, and scholarship opportunities.
Developed individualized education plans for diverse student needs.
Conducted workshops on college readiness and career exploration strategies.
Organized college fairs for high school seniors interested in exploring higher education options.
Organized information sessions on educational programs and community resources, enhancing student awareness and access.
Established contacts with employers to create internship and employment opportunities for students.
Education
Bachelor of Arts -
Delhi University
Delhi, India
07-2022
One Year Part-time Certificate in German Language - German Language And Literature
Delhi University
Delhi, India
07-2021
Skills
Compliance management
Account management
Needs assessment
Process improvement
Data management
CRM software proficiency
MS office
Problem solving
Time management
Training facilitation
Relationship management
Conflict resolution
Languages
English
Native/ Bilingual
Hindi
Native/ Bilingual
German
Limited
Punjabi
Professional
Timeline
Skill Fund Consultancy
Compliance Coordinator
02.2026 - Current
Relationship Manager
HDFC Bank
12.2023 - 12.2025
Customer Relationship Manager
Winston Pvt. Ltd.
07.2023 - 11.2023
Education Councellor
Athens
08.2022 - 06.2023
Bachelor of Arts -
Delhi University
One Year Part-time Certificate in German Language - German Language And Literature