Anmol Jain
KYC , Investment Banking , operation specialist , banking specialist
- Role
- Operations Manager at HDFC Bank
- Location
- Pune District, MH, IN
- LinkedIn followers
- 500 followers
About Anmol Jain
7yr of experience in Banking with sales and operation profile. Having experience of…
Experience
Operations Manager
Mar 2023 — Present · Pune, IN
Daily customer engagement on assigned customer portfolio for CA/SA/TD build up, Asset & Wealth cross sell.• Deliver business target assigned as per performance score card.• Giving the client need based product solutions and, in the process, aligning client requirements withbusiness specifics.• Assessing customer propensity and ensuring higher product penetration per relationship.• Referencing for more business from existing customers.• Responsible for creating a customer-focused approach for quick resolution of all queries andcomplaints.• Ensuring adherence to banking regulation & policies pertaining to Anti Money Laundering, know yourcustomer (KYC), Data & Information security etc.• Assist in closure of all observations on audit report.• Client relationship management and customer services related to retail banking operations.• Lead, mentor, and motivate team members to achieve individual and team goals.• Monitor and evaluate team performance, providing constructive feedback and coaching as needed.• Collaborate with other departments to ensure seamless communication and coordination.• Develop and implement strategies to improve team efficiency and effectiveness.• Conduct regular team meetings to discuss goals, progress, and address any concerns.• Foster a positive and inclusive team culture
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