Prerna Sachdeva Email & Phone Number

Gurugram, Haryana, India

Heading the entire Operations for Retail Branch Banking.• Senior Management Professional with over a decade of retail branch banking experience in Retail Liabilities, Retail Assets, Insurance and Customer Service.• Skilled in managing various aspects of CX Service , compliance orientation, operations, client relationship management for flagship branches of HDFC.• Deft in streamlining of operations, implementing sound business practices & enhancing service quality.• People Management - Proven ability to lead a 15 member to maximise productivity by utilising creative intellect and strategic insight to transform business results.•Managed a Category A branch (one amongst the top 10 high performing branches of the largest region in country).• Ensured compliance to audit parameters through concurrent and statutory audit adherence in day to day business transactions.• Improved client satisfaction by effectively resolving client reported issues and rendering customised solutions based on collated and evaluated business requirements through customer service team.•Building and maintaining healthy business relations with high-net-worth, corporate and government clients, ensuring high customer satisfaction matrices• Ensuring member walk-in traffic through lobby management is assisted appropriately and transactional & operational effectiveness activities are completed as per policies & procedures• Managing financials of the branch are under control, and it adheres to the Know Your Customer (KYC) and Anti-Money Laundering (AML) norms at all times•Coordinating & overseeing the day-to-day service activities of the front-line staff, including managing the daily scheduling and ensuring adequate staffing for efficient branch front line operations .•Overseeing, leading, and mentoring staff including the coordination, delegation, and prioritisation of tasks.•Driving & formulating in house competitions for the cluster.

India

. Devising action plans for the branch and ensuring that Branch Banking Operations runs smoothly. Controlling and monitoring overall branch’s resources i.e., operations staff, sales team (quality & training) for customer service,financial product promotion, and achievement of branch budgets. Ensuring all operational transactions are executed expeditiously and with minimum errors, while staying within compliance with audit and statutory guidelines. Delivering high impact service improvement projects to reduce TAT for customer resolution. Building and maintaining healthy business relations with high-net-worth, corporate and government clients, ensuring high customer satisfaction matrices. Ensuring member walk-in traffic through lobby management is assisted appropriately and transactional & operational effectiveness activities are completed as per policies & procedures

Gurgaon, India

Worked as Back-up Branch Head (Personal Banker - Authoriser) •Overall Branch Operations' Supervision• Overview & execution of Audit Compliance•Lobby Management•Review of Quarterly, Monthly, Weekly, daily reporting. Generate business and cross sell.•Staff Training on procedures and systems.• Corrective action counselling through one-on-one sessions for team and individual improvement.•Performance review of team with Senior management•Handled Legal, Administrative, Authority complaints. •Customer query and complain resolution – tracking complaint resolution mechanism .•Drove improvement initiatives for meeting overall branch profitability targets•Achieved product to product lead generation for sales targets

New Delhi Area, India

• Initially joined the organization as Officer-Recruitment Product for data base management of pan India recruitments & ensuring administrative aspects of the firm like bill payments, report generation etc.• In a month's time span, was shifted to North Region Recruitments of the organization, conducting Interviews & Recruitment process involved therein.• This Profile gave me an opportunity to explore avenues & gain Knowledge of the HR - Admin profiles of an organization.

Pgdm, Finance & Foreign Exchange, A

Bachelor'S Degree, Economic Hons, A