Sangeeta Satwase
Associate Relationship Manager @Lloyds Banking Group
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WORK HISTORY
Associate Relationship Manager @Lloyds Banking Group
Chester, GB
Supported Relationship Managers in managing SME and mid-market client portfolios, assisting with credit analysis, financial reviews, and client relationship development.• Processed Direct Debit mandates and assisted clients with Scottish Widows pension services, ensuring accuracy by 100%, compliance, and excellent customer experience.• Utilized various core banking systems and advanced Excel functions (Pivot Tables, VLOOKUP, data analysis) to produce client performance and portfolio reports.• Coordinated with credit, compliance, and operations teams to streamline documentation workflows, reducing approval turnaround times by 15%.• Maintained full adherence to FCA, AML, and GDPR standards, handling client onboarding, account setup, and KYC verification with 100% compliance, professionalism, and a strong focus on client satisfaction.
EDUCATION
Guru Nanak Khalsa College of Arts Science & Commerce
Higher Secondary Education, Science
L S Raheja College of Arts and Commerce
Bachelor's degree, Business, Management, Marketing, and Related Support Services
University of Chester
Msc in international business, International Relations and Affairs
ABOUT SANGEETA SATWASE
Associate Relationship manager @ Lloyds Banking Group | Msc in International Business
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