Saloni Samant
KYC (Know Your Customer) Operations Executive
About
To gain experience in the field of banking and utilize my skills and knowledge to increase productivity and quality output of the organization. I intend to build a career with leading organization with commitment, dedication & planning which will help create an atmosphere for potentiality, efficiency and elevation of my career and my individual growth.
Experience
KYC (Know Your Customer) Operations Executive - TELEPERFORMANCE (BARCLAYS)
(2019-02 - 2019-11)
- Checking the Barclays Customer information related to the clients kyc form.
- Responsible for serving and guiding customers in UK over phone, emails on products and regarding aml,kyc guidlines.
- Solving aml and kyc fresh cases and inputting information in the customers profile and also helping them fill the forms with the required information.
Retail Liabilities Group as service officer and Relationship Manager - KOTAK MAHINDRA BANK LTD (BRANCH BANKING)
(2015-03)
- Query Desk Transactions: ATM/chequebook queries, Fixed/Recurring deposits, Account statements, pin generations, account related queries and requests, fund transfers(NEFT,RTGS).
- Providing best possible solution to the customers through which customer satisfaction can be achieved.
- Handling high net worth portfolios generating revenue by insuranc ,MF, FD/RD.
- Handling all types of services and transactions at the branch.
- Account opening and contributing towards best possible customer service to all clients.
- Handling audit activities at branch and looking after internal and external guidelines.
Retail Liabilities as Phone Banking Officer - KOTAK MAHINDRA BANK LTD( BACK OFFICE)
(2014-02 - 2014-09)
- Encouraging customers to use the digital platform of banking by letting them know the required details.
- Responsible for servicing customers over the phone on various products and services offered by the bank.
- Processing transactions with high level of accuracy and commitment in order to satisfy customer needs over the phone.
- Raising requests for home banking ,fund transfers, customer complaints, net banking.
- Handling difficult customer situations and avoiding escalations.
Education
Bachelor of Commerce Degree - Commerce - University of Mumbai (2012-03)
Higher Secondary Certification - Maharashtra Board (2009-03)
Secondary School Certification - Maharashtra Board (2007-03)
Post Graduation Diploma in Banking Management (PGDBM) - Banking Management - Times Pro Banking Institute
