Puja Shah
Summary
Extensive experience in managing teller operations and ensuring accurate transactions. Proven ability to enhance customer satisfaction and maintain compliance with banking regulations. Demonstrated leadership in team training and operational efficiency.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Client Relationship Manager
Gulf International Finance Limited
2022.11 - Current
- Maintained detailed records of all client interactions, ensuring accuracy in account management and reporting activities.
- Developed strong rapport with clients through consistent follow-up and attention to detail.
- Strengthened client relationships by maintaining regular communication and addressing concerns promptly.
Associate Vice President
Redwood Collegium Consultancy
2019.07 - 2022.08
- Assisting financial institutions align their product to market fitment in middle east market.
- Interacted well with customers to build connections and nurture relationships.
- Reduced operational risks while organizing data to forecast performance trends.
Regional Head - HR Learning & Development
HDFC Bank
2009.10 - 2014.04
- Controlled resources and assets for department activities to comply with industry standards and regulatory framework.
- Established performance goals for employees and provided feedback on methods for reaching those milestones.
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Developed a collaborative culture, fostering teamwork and open communication throughout the region.
Priority Banking Relationship Manager
HDFC Bank
2005.09 - 2009.09
- Conducted comprehensive financial reviews with clients, discussing goals, risk tolerance, and investment strategies.
- Handled escalated client complaints with tactfulness and diplomacy, resolving issues promptly while preserving client relationships.
- Collaborated closely with product specialists to ensure full understanding of the bank''s offerings for effective sales pitches to prospective clients.
- Ensured strict adherence to regulatory compliance guidelines while maintaining a high level of confidentiality in handling sensitive client information.
- Enhanced client satisfaction by providing personalized financial advice and exceptional customer service.
Teller and Teller Authoriser
HDFC Bank
2002.10 - 2005.08
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Processed customer transactions promptly, minimizing wait times.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
- Maintained up-to-date knowledge of bank products, services, promotions, policies, regulations to better assist customers with their financial needs.
- Monitored and reported suspicious activity in line with bank security policies.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Improved branch security by adhering strictly to all policies and procedures related to cash handling and fraud prevention.
- Ensured compliance with banking regulations by accurately completing all required reports and paperwork.
- Facilitated introduction of new tellers by mentoring them on bank procedures and customer service excellence.
- Enhanced team knowledge by sharing best practices in cash handling and customer service.
Relationship Officer
ICICI Home Finance Company
2000.08 - 2002.09
- Increased referral business by actively networking within the community and participating in local events representing the bank.
- Increased loan approvals by diligently assessing creditworthiness and recommending suitable lending options.
- Led successful marketing campaigns to drive new business acquisition and deepen existing client relationships.
- Oversaw complex transactions involving multiple parties ensuring smooth execution without compromising compliance requirements.
Education
Masters in Financial Management - Banking And Finance
NMIMS
2000-06
Skills
- Relationship building and management
- Conflict resolution skills
- Relationship cultivation and retention
- Training and mentoring
- Staff training and development
- Data confidentiality
- Research and due diligence
Certification
- Junior Associate of the Indian Institute of Bankers (JAIIB)- Indian Institute of Banking and Finance
- Certified Bank Trainer (IIBF)
- AMFI Certification (Advisors Module – Mutual Funds)
- NCFM: NSE certification in Financial Markets (Depository Module)
Timeline
Client Relationship Manager
Gulf International Finance Limited
2022.11 - Current
Associate Vice President
Redwood Collegium Consultancy
2019.07 - 2022.08
Regional Head - HR Learning & Development
HDFC Bank
2009.10 - 2014.04
Priority Banking Relationship Manager
HDFC Bank
2005.09 - 2009.09
Teller and Teller Authoriser
HDFC Bank
2002.10 - 2005.08
Relationship Officer
ICICI Home Finance Company
2000.08 - 2002.09
Masters in Financial Management - Banking And Finance
NMIMS