Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Languages
Timeline
AssistantManager

Yogita Pandey

London

Summary

Certified Professional Banker with 6 years of experience in Retail and Corporate Banking. Proven expertise in Branch Operations; KYC compliance; Customer Relationship Management with specific focus on Complaints handling & Grievance Redressal.

Overview

8
8
years of professional experience
1
1
Certification

Work History

ASSISTANT MANAGER

Canara Bank
05.2017 - Current
  • Branch Operations
  • Vault & Lobby management
  • Computation of Ledger balances (cash book, expenses book etc)
  • Cash management in branch ATMs
  • Adherence to set guidelines for transactional banking
  • Guidance & supervision of Teller Staff
  • Administrative support to Branch Manager
  • Business Development
  • Researching prospective customer base in target segments & micro marketing
  • Canvassing new customers & onboarding them into the banking ecosystem
  • Arranging promotional campaigns to build rapport & offer personalized solutions
  • Improving online visibility of branch using SEO & social media marketing strategies
  • Banking Products & Services
  • Managing Current & Savings Accounts; Deposits & Withdrawals; Cheque Clearing
  • Fund Transfers & remittances; Tax payments & Pension disbursal; Nominee registration
  • Specialized Banking services for Expats & HNIs including Internet/ Mobile Banking
  • Offering Retail loans; Tracking Loan Repayments & management of stressed assets
  • Customer Grievance Redressal
  • Root Cause Analysis of customer complaints & timely resolution
  • Informing Customers of their rights & remedies
  • Keeping track of Customer Satisfaction scores & regular improvement
  • Organizing campaigns for better outreach to customer grievances and effective feedback
  • Financial Crime Risk Management (FCRM)
  • Credit Risk Profiling, KYC Mapping & Customer Due Diligence
  • Curating data for customer segmentation
  • Illegal financial transaction monitoring including AML investigation
  • Efficient Service Delivery to an average of 150 customers/day for past 6 years
  • Achieved a Customer Satisfaction Score of 97% during COVID
  • Issued National Biometric Identity cards - 'AADHAR' to 2,000 bank customers in 15 days

Education

BACHELOR OF ENGINEERING - Chemical Engineering

Savitribai Phule Pune University

Skills

  • Excellent Communication & Interpersonal skills
  • Analytical Decision Making
  • Ability to work under pressure
  • Multi-Tasking & Time Management
  • Critical Thinking

Certification

  • Certified Associate Professional of Indian Institute of Bankers (CAIIB)
  • Certification in Anti-Money Laundering
  • Certification in Know Your Customer (KYC) policies

Accomplishments

  • Efficient Service Delivery to an average of 150 customers/day for past 6 years.
  • Achieved a Customer Satisfaction Score of 97% during COVID.
  • Issued National Biometric Identity cards - 'AADHAR' to 2,000 bank customers in 15 days.

Languages

English
Hindi
Marathi
Punjabi

Timeline

ASSISTANT MANAGER

Canara Bank
05.2017 - Current

BACHELOR OF ENGINEERING - Chemical Engineering

Savitribai Phule Pune University
Yogita Pandey