Rupali Bhatnagar Email & Phone Number

Mumbai Area, India

Managing Financial Institutional(Mutual Funds/Insurance) client portfolio.Client visit to understand the areas of concern and work towards continuous improvement to ensure client delight. Engaging in various internal projects for service improvement.Client engagement for various digitization initiative.Managing GST / Tax related queries for FI clients.Managing cash pick and delivery for the FI clients.Coordinating with operational units on process related activities; and with Branches (all India) for routine Operational matters.Ensuring accuracy / promptness in client deliverables and a continuous improvement in process & cost saving opportunities. Resolving customer queries and responding within agreed SLA.

Handled Banking Payments and cash management operations.Monitoring Local cheque collections and upcountry cheque collections through various bank branches and correspondent bank branches.Processing of Customer/ Bank RTGS integrated collections and Electronic collections, verifying & authorising transaction.Monitoring data encryption files for printing and web request.Monitoring customer account updation in the system. .Keeping records of the discrepant transaction for early closures.Reporting to Treasury for the total outflow/inflow of funds.Coordinating with different banks for funds against cancellation of DDs.Processing of In-House/ Inter-Branch transfer Instructions.Bulk Processing of Corporate cheques for clients..Keeping track of position of working/suspense/commission a/c.MIS of the balances in all suspense accounts at EOD to the Regional head.Processing of Monthly Vendor billing and submitting the same to the Regional Head for approvals.Monitoring dispatch of customized MIS to customers on email.Performing day end reconciliations of the department.Acted as vault / key custodian.Actively participated in the audit of the branch.Actively participated in various system related UATs Conducted process reviews and managing various exceptions and highlighting various risk to senior management.Earlier worked with Accounts Management and team - Conducted Service Reviews for Elite Corporate Customer’s.Handled corporate Customers for Cash Management Services & payments.Conducting preliminary service review for new corporate accounts opened every month.Reporting the department performance on a group level.Handled service desk for account management & services heading with three member team.Handled cash management collection accounts for the entire corporate customer’s.Supervising customer queries and assured that it is responded within agreed SLA.Ensuring accuracy / promptness in client deliverables and a continuous improvement in process & cost saving opportunities.

Mumbai Area, India

Have worked with Banking Payments and cash operations - Handling Bulk payments and RTGS operationsProcessing of Customer/ Bank RTGS, verifying transactions and incase of any discrepancies coordinating with the customers directly for the closure.Keeping records of the discrepant transaction for early closures.Callbacks to the customer for the transactions processed on Fax.Reporting to Treasury for the total outflow/inflow of funds.Cancellation of DD / PO's , following up with the partner banks for funds.Stop Payment of cheques and dispatching the confirmation letters.Processing of In-House/ Inter-Branch transfer InstructionsBulk Processing of Corporate cheques for clientsCoordinating with different banks for funds against cancellation of DDs.Keeping track of position of working/suspense/commission a/c.MIS of the balances in all suspense accounts at EOD to the Regional headProcessing of Customer's.Handling corporate Customers for Cash Management Services & payments.Conducting preliminary service review for new corporate accounts opened every month.Reporting the department performance on a group level.Handling service desk for account management & services heading with three member team. Handling cash management collection accounts for the entire corporate customer's.Supervising customer queries and assured that it is responded within agreed SLA.Ensuring accuracy / promptness in client deliverables and a continuous improvement in process & cost saving opportunities.Standard Chartered Bank, Mumbai.Client Relationship Officer, May 2005 onwardsAchievements.Successfully provided on the job training to new entrants. Was recognized by superiors for good work. Provided various valuable suggestion for continious improvement of the organization.Handling cash management collection accounts, and managing the inward / outward, foreign remittances for all corporate customers.Supervising customer queries and responding within agreed SLA.

Mumbai Area, India

looking for job opportunity.

Handling cash management collection accounts, and managing the inward / outward, foreign remittances for all corporate customers.Supervising customer queries and responding within agreed SLA.Ensuring accuracy / promptness in client deliverables and a continuous improvement in process & cost saving opportunities. Coordinating with operational units on process related activities; and with Branches (all India) for routine Operational matters.Mining data and preparing MIS reports for taking better decisions Instrumental in migration of services from Mumbai to Chennai, and handling a team of 3 during the service migration from Mumbai to Chennai

Achievements Have gained faith and trust of the customers by maintaining reliable and error free records.Responsibilities Liaised with customers, verified records, and coordinated with the internal department for processing. Verified American Express Bank Ltd credit cards and liaised with customers for any discrepancy.

Market segmentation of High Tension (HT) product for large machines-Sector wise penetration of HT machines Project Objective: To calculate growth rate of company during the last 4 yrs

Stress Management Study Project Objective: The reasons for stress, HR Planning, HR Policies

Mba/Mms, Marketing

Mba, Marketing

B.Sc, Botany/Plant Biology