Neha Bobhate Email & Phone Number

Mumbai, Maharashtra, India

Clearing Operations – Outward Clearing, CMS Cheque processing, Warrants, Dividends, Co-operative Bank Cheque, Transfer Cheque Processing. Spearheading Western Grid Outward Clearing, Transaction Monitoring, Due Diligence.• Returning those cheques which pull out with proper explanation to presenting branch.•UV and technical verification of outward cheques•Processing of all value instruments presented in Western grid outward clearing single handedly.•Enhanced due diligence of high value… Show more Clearing Operations – Outward Clearing, CMS Cheque processing, Warrants, Dividends, Co-operative Bank Cheque, Transfer Cheque Processing. Spearheading Western Grid Outward Clearing, Transaction Monitoring, Due Diligence.• Returning those cheques which pull out with proper explanation to presenting branch.•UV and technical verification of outward cheques•Processing of all value instruments presented in Western grid outward clearing single handedly.•Enhanced due diligence of high value transaction and transaction monitoring to check genuineness and source of funds.•Monitoring of error reported by Team for any kind of Operational Risk.•Managed Outward Clearing (CTS) Operations: Repair-Q handling, Cheque processing in NCR Software & Finacle.•Resolving discrepant cheque (Repair queue) like account number missing, account no not proper, name account mismatched and giving credit to correct customer.•Returned discrepant cheque to customer by preparing returned file.• Preparing data/MIS.•Enhance Due Diligence for high value cheque collection & then proper follow up with drawee bank & base branch of customers.•Tally of outward clearing cheque presented in NCR against Finacle software.•Handling of Hold Cheque & resolving them.• Cheque on Hold DMP and Tallied on Regular basis.•Visiting branch for KIOSK Machine - providing training to branch employees for cheque clearing operations & resolving their queries & issue regarding that.• Compliance & Risk Management.•Scanning PFR – Handling 6 branch of south Mumbai. Technical scrutiny of cheque segregation with amount, high value cheque, CMS Cheues, etc and proper due diligence on daily basis.• Preparing vendor error report and coordinate with vendor to reduce it to zero error.•Verifying various IPO with customer’s signatures on Trading Screen application of the bank. •Zone Release Activity on regular basis. (Handling Mumbai, Pune, Ahmedabad) Show less

Mumbai, Maharashtra, India

Developing and maintaining banking relationships with a select group of high net worth customers. Excellent communication skills with customer service orientation. Good knowledge of Microsoft excels. Understanding of banking norms and processes.• Handling personalized service requests of customers.• Generation of timely business MIS.• Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment.• Coordination with CPC/RPC/Investment desks for… Show more Developing and maintaining banking relationships with a select group of high net worth customers. Excellent communication skills with customer service orientation. Good knowledge of Microsoft excels. Understanding of banking norms and processes.• Handling personalized service requests of customers.• Generation of timely business MIS.• Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment.• Coordination with CPC/RPC/Investment desks for account opening of customers.• Managing complaints of customers and ensuring their resolution within TAT.• Supporting business in case of live issues by coordinating with technology and getting it resolved in the expected TAT• Prepare User Guides and train users on newly developed Systems• Provide inputs to process team while preparing processes related to systems• Maintain Timely & Accurate MIS and Reporting.• Knowledge of entire project SDLC and active involvement in projects from requirement documentation to post production support. Show less

Mumbai, Maharashtra, India

Responsible for delivering seamless customer experience; make Ujjivan customers feel as ‘privileged customers’ of Ujjivan and play an active role in improving customer retention rates• Accountable for implementing customers life events management framework at the Branch; ensure adherence to guidelines specified thereof• Ensure addressing all customer queries/grievance on time; constantly reduce customer grievances escalated to regional SQ ➢ PRIMARY… Show more Responsible for delivering seamless customer experience; make Ujjivan customers feel as ‘privileged customers’ of Ujjivan and play an active role in improving customer retention rates• Accountable for implementing customers life events management framework at the Branch; ensure adherence to guidelines specified thereof• Ensure addressing all customer queries/grievance on time; constantly reduce customer grievances escalated to regional SQ ➢ PRIMARY RESPONSIBILITIES Business:• Attend Branch walk-in customers; understand their requirements and guide them to fulfill their queries/concerns• Understand customers’ requirements and create opportunities to cross sell relevant products/ services• Implement customers life events management framework at the Branch; ensure adherence to guidelines specified thereof Customer:• Responsible for handling customer queries and provide information as per defined standards and escalate to BM in case of any deviation• Assist service quality team in conducting surveys on customer satisfaction and client impact; service audits• Maintain direct contact with customers either by telephone or face-to-face• Conduct exit interviews for drop out customers and report the findings to BM.• Assist in Rural Banking Plus activities being conducted in the Branch• Action on closure of presidential complaints from customers of respective branch Operations:• Visit customers whose loans have been rejected or cancelled and report the reasons to BM• Attend non-financial transactions such as; updating customers’ mobile number, handle customer requests such as pass book print, account statements, cheque book, ATM, PIN requests, account closure requests (FD/CASA/RD) and address change request etc.• Handle customer enquiries & complaints received through BCs• Provide feedback to the BM about product/process and contribute to the improvement• Engage in creating awareness about appropriate loan utilization/savings to the customers Show less

Mumbai, Maharashtra, India

: Handling customer Inquiries, Complaints, Placing service request Solving issues and respond to customer inquiries in an effective Manner. : Responsible For ATM upkeep. : Placing Request for E- TAX Payment.: Processing of Retail Forex Transaction transaction.: Resolving Voucher Audit Queries.: Reconciliation of Internal Accounts.: Processing of Vendor Bill payments. : Responsible for handling financial transaction.: Processing a New request and… Show more : Handling customer Inquiries, Complaints, Placing service request Solving issues and respond to customer inquiries in an effective Manner. : Responsible For ATM upkeep. : Placing Request for E- TAX Payment.: Processing of Retail Forex Transaction transaction.: Resolving Voucher Audit Queries.: Reconciliation of Internal Accounts.: Processing of Vendor Bill payments. : Responsible for handling financial transaction.: Processing a New request and Renewal of Term Deposits.: Handling Teller counter to make payment and accept the deposits.: Providing after sales services.: Cross selling for Life insurance, CASA A/c, General Insurance, Home loan and LAP.: Responsible for handling Activation of customer’s Mobile Banking And Internet Banking process.: Sourcing New Saving Accounts and Current Account. : Responsible to explain the product to customers with the help of GSFC.: Providing training to the new joinees Show less

Master Of Business Administration - Mba, Finance

Bachelor'S Degree, Accounting And Finance

Hsc, Commerce