Client Onboarding Project Manager
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Project Management professional with over 8 years of progressive experience in the banking and financial services industry. Proven expertise in client onboarding, regulatory compliance (KYC/AML), process improvement, and cross-functional project execution. Skilled in managing digital transformation initiatives and workflow optimization. Certified in PMP Training (35 Hours) and Google Project Management. Actively seeking project management roles in banking, fintech, or consulting sectors.
Spearheaded bulk acquisition for Citi Gold accounts and Credit Card, overseeing execution strategy and post launch analysis.
❖ Led end to end client onboarding projects, Coordinated between sales, risk and operations teams to timely integration and client satisfaction.
❖ Managed project timelines, documentation workflows, and internal approvalsfor retail banking products.
❖ Ensured compliance with regulatory frameworks(KYC/AML) throughout the client onboarding process,
minimizing risk exposure.
❖ Utilized Excel dashboards and Google Workspace tools to track milestones, deliverables, and team responsibilities across concurrent client onboarding initiatives
2015: MBA from Astha School of
2012: BBA from Biju Patnaik Institute of IT and Management Studies