Summary
Overview
Work History
Education
Skills
Additional Information
Accomplishments
Languages
Certification
Timeline
Generic

Amrutha Rashmi K

Summary

An experienced banker with excellent analytical skills and has completed a 5-year career in banking at HSBC. Self-directed and ambitious commercial banking professional seeking a new role in a similar industry. Extensive knowledge of banking and accounting practices and procedures. Fully dedicated to providing account holders with a memorable and pleasant experience. Capable of supervising and managing others.

Overview

5
5
years of professional experience
1
1
Certification

Work History

CLIENT ONBOARDING MANAGER

HSBC
08.2021 - 05.2023
  • RISK MANAGEMENT CLM/ (COMMERCIALBANKING)
  • Secondary and Primary Onboarding:
  • Built and maintained relationships with new and existing clients while providing high level of expertise
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
  • Handled customer inquiries and suggestions courteously and professionally
  • Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction responses
  • Investigated and resolved customer inquiries and complaints quickly
  • Monitored customer feedback and generated reports to identify areas of improvement
  • Created and maintained databases to track customer discussions and preferences for accurate, updated records.

CLIENT MANAGER

HSBC
09.2019 - 08.2021
  • WHOLESALE CLIENT SERVICES
  • Renewals for UK Corporate and Centre of Excellence Ensuring Seamless and timely renewals of GBM clients (Multinationals Banks, and NBFIs) across different HSBC booking countries
  • Taking ownership of end-to-end completion of cases and proactively managing the renewal process
  • Maintaining excellent rapport with the Relationship Managers (RM), Financial Crime Compliance (FCC), Sanctions team, and Onshore Client Managers.
  • Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients
  • Acting as a focal point for any issues raised by the RMs, Policy, and KYC team.

ANALYST

HSBC
03.2019 - 08.2019
  • Golden Reference Data Services
  • Performed system analysis, documentation, testing for user support platform transitions
  • Validated results and performed quality assurance to assess accuracy of data
  • Cultivated relationships with industry leaders and within company to share tips and information
  • Performed budget analysis to control expenditures and predict future budget needs
  • Point of contact for Customer and vendor Landscape project which included liaising with CRM's and market data team for customer and vendor insight of GRDS/MDU /GSD/RDAM consumers to new business initiation approval guidelines
  • Supported two different teams — GRDS (Global Reference Data Services) and RIMS in
  • Global Banking and Markets where we maintained securities of UK, USA, HK and Middle East regions
  • Dealt with Equities, Fixed Income, and Derivative products referring to vendors like Bloomberg, Reuters and LSE (London Stock Exchange)
  • Maintained accurate data for instruments (Golden Copy) by data cleanups as per vendors
  • Projects Undertaken:
  • Global Data Service Automation project, SPS, ICON Additions Project
  • Performed system analysis, documentation, testing, implementation, and user support for platform transitions.
  • GRDS Customer and Vendor Landscape insights alongside Market Data and Vendor Management Teams.


FIXED INCOME ANALYST

HSBC
02.2018 - 02.2019
  • ICON Research and Analysis of Financial Instruments (i.e., Fixed Income, Derivative) with various vendor source to setup and regular maintenance of these instruments on the database systems, including Corporate Actions e.g., De-listing, Identifier change Acquisition, Merger etc
  • Worked closely with SME to ensure risk and compliance guidelines were adhered to
  • Coordinated with IT support while highlighting issues with applications and suggested analyzing and testing for potential risks
  • Streamlining process with current business and regulatory requirements
  • Created monthly report on Sanctioned securities added and rejected as per regulatory
  • Assisted in preparation of presentations, data tables and other documents for meetings.

Education

Bachelor of Engineering Technology - Electrical, Electronics And Communications Engineering

Visvesvaraya Technological University
Bellary
06.2017

Skills

  • Client account management
  • Client renewals and prospecting
  • Attention to Detail
  • Excellent Communication
  • Active Listening
  • Data quality assurance processes
  • Building client relationships

Additional Information

AWARDS :

  • Team of the Quarter (2018-HSBC)
  • Rising Star Award (2021 - HSBC)
  • Spot Award (2022 - HSBC)

Accomplishments


• Established rapport with 20+ regular customers making sure to remember their method of requests for services.

Processed 20+ customer transactions with extreme attention to detail on a daily basis
• Helped onboard 4 new client managers bringing them up to
speed with the bank's policies and procedures.
• Received 2 promotions, from co-management in less than
16 months
• Streamlined production processes resulting in 20%
reduction in production costs over a six-month period.
• Achieved 98% customer satisfaction score consistently
over 2 years.
• Improved Customer Experience led Relationship
Managers to provide me with numerous positive notes.
• Have been asked to speak in Town halls regarding Client
Advocacy.

Languages

English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Malayalam
Intermediate (B1)
Telugu
Upper intermediate (B2)

Certification

FULL STACK BIG DATADEVELOPER COURSE, Zeyobron Analytics - Aug 2022 - Feb 2023

Timeline

CLIENT ONBOARDING MANAGER

HSBC
08.2021 - 05.2023

CLIENT MANAGER

HSBC
09.2019 - 08.2021

ANALYST

HSBC
03.2019 - 08.2019

FIXED INCOME ANALYST

HSBC
02.2018 - 02.2019

Bachelor of Engineering Technology - Electrical, Electronics And Communications Engineering

Visvesvaraya Technological University

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Amrutha Rashmi K