Ayushi Pandey
Glasgow
Summary
Finance graduate and detail‑oriented, client‑focused banking professional with experience in client onboarding and account administration, supported by strong documentation and compliance skills. Known for strong teamwork, collaboration, and clear communication across all levels. Committed to improving operational efficiency while supporting wider team goals. Adaptable in fast‑paced environments, confident working with cross‑functional teams, and dedicated to delivering an excellent client experience.
Overview
8
8
years of professional experience
3
3
years of post-secondary education
1
1
Certification
Work history
Daily Banking Specialist
JP Morgan Chase
Edinburgh
10.2024 - Current
- Support clients with onboarding, payments, complaints and day-to-day banking needs.
- Manage client documentation, ensuring accuracy and compliance with internal policies.
- Collaborate with internal teams to resolve client queries and deliver seamless service.
- Maintain discretion and confidentiality when handling sensitive client information.
Deputy Manager, Branch Banking
Axis Bank Limited
Ahmedabad, India
06.2020 - 01.2022
- Oversaw account administration, including opening/closing accounts and updating client records.
- Executed daily branch operations, including cash transactions, account management, client service, and strict adherence to procedures.
- Personalized financial advice based on a thorough examination of customers' risk appetite, financial objectives, and portfolio performance.
- Proposed innovative ideas in strategy meetings that supported business expansion efforts.
Virtual Relationship Manager
HDFC Bank Limited
Mumbai, India
11.2017 - 04.2020
- Managed a portfolio of high-net- worth clients, providing tailored banking solutions.
- Cultivated lasting relationships with key stakeholders through regular engagement activities to enhance collaboration.
- Analysed customer feedback to implement targeted improvements in service delivery, enhancing client satisfaction.
- Prepared reports and presentations for management using different tools.
Education
Master of Science - Finance
University of Strathclyde
Glasgow 01.2023 - 06.2024
Master of Business Administration - Banking & Finance
University of Mumbai
Mumbai, India 08.2015 - 08.2017
Skills
Client onboarding & Account Administration
Documentation & Compliance
Microsoft office tools
Organised & Attention to detail
Teamwork & Collaboration
Communication & Interpersonal Skills
Certification
Learning Jira (Data Center Edition)
The Future of AI for Finance & Accounting
Introduction to Risk Management
Timeline
Daily Banking Specialist
JP Morgan Chase
10.2024 - Current
Master of Science - Finance
University of Strathclyde
01.2023 - 06.2024
Deputy Manager, Branch Banking
Axis Bank Limited
06.2020 - 01.2022
Virtual Relationship Manager
HDFC Bank Limited
11.2017 - 04.2020
Master of Business Administration - Banking & Finance
University of Mumbai
08.2015 - 08.2017