Meera P
BANKING OPERATIONS
DUBAI
Summary
I am a banking professional with sound knowledge in banking operations, compliance and customer service . I am looking for a challenging role where I can make use of my extensive knowledge and experience to excel my career to the next level in a new and challenging environment.
Overview
13
13
years of professional experience
5
5
years of post-secondary education
1
1
Certificate
1
1
Language
Work History
SENIOR MANAGER–BRANCH OPERATIONS HEAD
AXIS BANK LTD
CHENNAI
10.2018 - 08.2021
- Handled branch banking operation team and ensured smooth functioning of branch daily operations with full compliance and high customer satisfaction
- Scrutinized all account opening application forms and checked the adherence for KYC norms prescribed by Reserve bank of India
- Ensured timely resolution of all customer complaints
- Trained the team on various products and services and how to handle customer queries and complaints
- Ensured customer service officers are capable to handle customer service desk efficiently by identifying their area of concern in terms of process or products and provided proper support to over come their difficulties and helped them to give their best in customer support
- Achieved the allocated CASA budget and branch fee income through operations team by cross selling all financial products like life insurance, mutual fund, online trading account etc.
COMPLIANCE OFFICER
DAY EXCHANGE
DUBAI
11.2016 - 06.2017
- Carried out compliance function of the company to ensured day today functions are adhering to CBUAE/UAE governmental regulations and law
- Maintained AML/CFT policies and procedures of DAY EXCHANGE in line with CBUAE
- Developed compliance training materials and performed on-going training to employees and provided guidance to management and employees on regular basis
- Monitored daily sanction report l and updated black lists on a daily basis and maintained daily records
- Responded to compliance inquiries from Central Bank and Dubai police
- CERTIFICATION:
- CAMS course certification in Dubai
MANAGER–BRANCH OPERATIONS
AXIS BANK LTD
TRICHY
09.2008 - 03.2016
- Handled branch banking operation team and ensured smooth functioning of branch daily operations with full compliance and high customer satisfaction
- Maintained healthy business relationship with high net worth retail, corporate and government clients, ensured high customer satisfaction
- Executed customer centric banking operations & ensured customer satisfaction by achieving delivery & service quality norms
- Established good relationship and developed future business, resolved customer queries/complaints as well as provided guidance to team on the various products and services provided by the banks
- Collaborated with team members to achieve sales target results.
- Used coordination and planning skills to achieve results according to bank's expectation in sales.
- Actively listened to customers, handled concerns quickly and escalated major issues to compliance team.
Client Sales Partner
YES BANK
CHENNAI
12.2007 - 02.2008
- Achieved monthly target and always exceeded the expected performance
- Deleveloped the market knowledge and knowledge in wealth management products upto date
- Actively listened to customers' requests, confirming full understanding before addressing concerns.
- Engaged with customers to build rapport and loyalty.
- Solved customer challenges by offering relevant products and services.
Universal Banking officer
CUSTOMER SERVICE MANAGEMENT
Chennai
05.2006 - 12.2007
- Assisted clients in making beneficial and strategic decisions regarding investments.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Achieved monthly sales targets.
- promoted as financial planning officer .
Education
BBA - Business Administration
DHANALAKSHMI SRINIVASAN COLLEGE
INDIA 07.2001 - 05.2004
MBA - HR AND MARKETING
ICFAI NATIONAL COLLEGE
TRICHY,INDIA 07.2004 - 05.2006
Skills
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Affiliations
Post Graduation: Master of Business Administration,(2004 – 2006)
Certification
CAMS COURSE CERTIFICATION IN AML
Timeline
SENIOR MANAGER–BRANCH OPERATIONS HEAD
AXIS BANK LTD
10.2018 - 08.2021
CAMS COURSE CERTIFICATION IN AML
07-2017
COMPLIANCE OFFICER
DAY EXCHANGE
11.2016 - 06.2017
MANAGER–BRANCH OPERATIONS
AXIS BANK LTD
09.2008 - 03.2016
Client Sales Partner
YES BANK
12.2007 - 02.2008
Universal Banking officer
CUSTOMER SERVICE MANAGEMENT
05.2006 - 12.2007
MBA - HR AND MARKETING
ICFAI NATIONAL COLLEGE
07.2004 - 05.2006
BBA - Business Administration
DHANALAKSHMI SRINIVASAN COLLEGE
07.2001 - 05.2004
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