Karuna Shah
Client Manager with HSBC Global Banking and Markets
- Role
- Relationship Service Manager at HSBC
- Location
- Thane, MH, IN
- LinkedIn followers
- 500 followers
About Karuna Shah
Experienced Client Manager with a demonstrated history of working in the financial…
Experience
Relationship Service Manager
Nov 2024 — Present · Mumbai, IN
Engage existing clients in the collection of detailed client information and supporting documentation required for the completion of the CDD profile at all times in the customer lifecycle, including CDD trigger events and reviews as part of global standards. The role will ensure client expectations are set against defined Service Level Agreements (SLAs) and these SLA’s are visible & managed across all functions. Impact on the Business • Manage existing client CDD process’s to defined SLAs, ensuring any risks to the timescales are escalated to the Team Leader and Relationship Manager • Liaise with the client to gather detailed client information and supporting documentation required to complete the CDD profile
Education
University of Mumbai
Bachelor of Commerce (B.Com.)
1993 — 1998
Vidya Mandir High School
Distinction
1980 — 1993
Skills
- Credit
- Branch Banking
- Mortgage Lending
- Business Strategy
- Cross Selling
- Financial Services
- Wealth Management
- Credit Cards
- Retail Banking
- Anti Money Laundering
- Portfolio Management
- Loans
- Relationship Management
- Mis
- Investment Banking
- Kyc
- Banking
- Mutual Funds
- Team Management
- Management
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