Sanjeev Rana

• Developed models, reports and visualization solutions to interpret and evaluate investment data and processes.
• Performed extensive analytical investment calculations and reports.
• Coordinated multiple projects effectively, delivering initiatives to cost, quality and timeframe targets.
• Used outstanding planning, organization and problem-solving skills to aid smooth day-to-day business operations.
• FCUBS & Prospero reconciliation.
• SIP Subsequent processing.
• Hedge fund,Mutual Funds,ETF & Equity & Structure note order processing.
• Remained calm and effective under pressure, responding to and resolving incidents quickly and appropriately.
• Examined work environments to determine adequacy and safety.

• Sold, bought and ordered foreign currency.
• Worked overtime shifts to maintain optimal workflow during busy periods or times of unexpected high volume.
• Kept different currencies labelled and categorised in different sections, keeping money organised and ready for customer orders.
• Completed accurate data entry for all currency transactions.
• Efficiently counted cash at the close of business, ensuring accuracy throughout.
• Telex transfer.
• Utility/VAT payments.
• Worked flexible schedule and extra shifts to meet business needs.
• Helped customers complete purchases, locate items, and join reward programs.

• Use bank database and Flexcube to record transactions.
• Managed branch vault by verifying accuracy of cash transactions.
• Receive cheques for deposits, entered information into database and issue receipts.
• Foreign Exchange and outward/inward remittances.
• Planned and executed new strategies to increase sales.
• Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads.
• Assessed efficacy of operational processes, seeking developments and automation opportunities for improved banking efficiency.
• Performed diligent horizon scanning, minimising future financial risk and seeking growth opportunities.
• Handled internal cash transfers, accuracy processing and recording transactions.

• Established support with new clients to increase satisfaction in services.
• Executed fund transfers, I/O remittances, stop payments.
• Received loan and utility payments, sending funds to correct destinations.
• Locker allocation, operations.
• Established standards and oversaw implementation of banking compliance department.
• Facilitated mergers and acquisitions by generating necessary capital.
• Adhered to bank and legal guidelines for reporting, loan approvals and money handling.
• Reduced bank losses by setting successful risk management policies.
• Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads.
• Made continuous business adjustments to improve branch operations.

• FOREX, Outward/Inward remittances.
• Single/Multi Currency FOREX card as per the customer requirements.
• Locker allocation and locker operations.
• Maintained excellent customer satisfaction by offering friendly, helpful and informative customer service.
• Ensured communication targets were met by staying organized throughout service and closely monitoring operations.
• Dealt with complex complaints and angry customers professionally and politely, resolving issues with favorable solutions.
• Kept client and company files safely stored on CRM system in line with confidentiality laws and regulations.
• Provided information on after-sales services for comprehensive support.
• Performed cash, card and cheques transactions to complete customer instructions.
• Referred customers to team leaders and expert advisers for complex inquiries.
• Kept detailed records of customer interactions for future reference.
• Processed refunds, exchanges and service requests for customers.

GPA: 1st (71%)

GPA: 1st (70%)

GPA: 1st (78%)