Kavya Dixit Email & Phone Number

Lucknow, Up, In

Lucknow, Uttar Pradesh, India

• Maintaining strong knowledge about balance sheet and financial statements, and accounting.• Evaluating eligibility and funded Self- Employed Segment (SES) of the market on the basis of annual turnover, collateral valuation, and other criteria.• Oversee and manage day-to-day banking operations with a focus on efficiency and accuracy.• Managing portfolio of high- value clients, providing personalized financial solutions and advisory services.• Acting as the primary point of contact for clients, addressing inquiries, resolving issues, and ensuring exceptional service delivery.• Conducting comprehensive financial reviews for clients to understand their needs and goals, offering suitable banking products and services.• Collaborating with internal stakeholders to ensure smooth transacting processing, and resolution of compliances, renewals and customer queries.• Staying updated on market trends, regulatory changes, and competitor offerings to provide informed advice and recommendations to clients.

Lucknow, Uttar Pradesh, India

• Managed day-to-day operations on Amazon Workspaces, ensuring smooth functionality and user support.• Performing data quality review of Workstation KYCs for completeness, including ensuring all appropriate information is contained in the KYC to meet all regulatory, legal, bank and audit requirements.• Perform the required KYC screening on new clients by documenting and corroborating the information obtained on the client as required by the Global KYC Procedures utilizing a variety of independent research sources.• Conducted meticulous reviewing and cross- referencing of customer provided documents, validate information and mitigate fraud risks.

Managing potential customers.

Master Of Business Administration

Post Graduate Diploma, Banking And Finance

Bachelor Of Commerce Honours, Accounting And Finance