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Resume - Simrat Singh Arora - CAM

Resume
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0% found this document useful (0 votes)
55 views3 pages

Resume - Simrat Singh Arora - CAM

Resume
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Contact

+1 (437) 216-3433 (Mobile)


Simrat Singh Arora
simratsingharora@gmail.com Account Manager at TD Bank
www.linkedin.com/in/simrat-singh- Summary
arora (LinkedIn) Award Winning Banker, having 10+ years experience in
Commercial Banking & Customer Relationship Management
Top Skills
Team Leadership
Wealth Management Services Experience
Cross-Selling

Languages Account Manager Small Business


Hindi (Full Professional) Sep 2022- Present

Punjabi (Native or Bilingual) Aimed at delivering a legendary customer experience, driving profitable
business growth, and achieving target results
Certifications • Building relationships with small business customers by understanding
CBCA™ Certified Banking & Credit their needs and finding opportunities that enable them to provide
Analyst Certification customized information and advice the best suited for the customer
• Liaising with Internal Branch Banking network, Banking Partners to
Honors-Awards enable them in providing holistic advice and resources to support our
Best Customer Relationship customers
Manager - Business Assets
Best Customer Relationship
Manager - Retail Assets
CTBC Bank
Best Customer Relationship
Manager - Channel Income Commercial Account Manager
Forex Income Contest Winner April 2020 - Sep 2022 (2 years 6 months)
Retail Trade Forex Contest Winner Focused to expand the customer-base by developing new borrowing
relations while delivering quality service to existing clients. Excelling in
quality customer relationship management and commercial sales
• Consistently achieved business sales volume through continuous
prospecting & acquisition of new clients
• Generated multiple referrals and sales results while ensuring superior
client retention
• Enhanced internal and external networks to capitalize on business
opportunities and attract new business
• Excellent in risk management and exercising due diligence in all
banking procedures and develop appropriate action plans in response
to concerns/risks
• Passionate about providing quality advice and fulfilling client needs
with strong interpersonal and negotiation skills

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Chocolate connoisseur
November 2019 - April 2020 (6 months)

Consistent performer, achieving sales goals & providing excellent customer


service

• Excellent team member actively engaging with customers to ensure


customer satisfaction
• Successfully operated the outlet in the absence of supervision
• Efficiently managed the branch sales & other store operations
• Proven performance in a fast-paced environment managing multiple
tasks orderly

Deloitte Touche Tohmatsu LLC


Deputy Manager - Operational Risk Advisory April
2019 - September 2019 (6 months)

• Responsible for Regulatory Compliance Registers & Reporting


Calendars in relation various regulators
• Managed a team of three Analysts & two consultants
• Reviewed the Credit appraisal process, adherence to credit sanctioning
process & disbursement process
• Streamlined the process for internal audit automation
• Enhanced the employee on-boarding process & a complete HR process
review

HDFC Bank Ltd


Senior Manager - Wealth Management
June 2017 - March 2019 (1 year 10 months)
• Ensured the profitability of the relationship by increasing the relationship
size, cross selling the right products and retaining the relationship
• Developed and broadened relationships with existing customers by cross-
selling relevant and value added financial products and services
• Achieved quarterly & annual targets across Assets & Liability products
• Delivered quality customer service & showcased effective complaint
management skill on multiple occasions

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YES BANK
Manager - Retail / Commercial Loans
April 2016 - May 2017 (1 year 2 months)
• Successfully achieved business targets for assigned products
through existing and new relationships
• Ensured timely servicing of leads received through various channel
• Managed timely resolution of all discrepancies raised during loan
process
• Effectively managed direct and indirect sourcing channels
including alternate channels
• Supported collections team in the resolution of delinquent case

Corporate Employee Programme


March 2014 - April 2016 (2 years 2 months)

• Consistently achieved targets for sourcing new corporate salary accounts


& empaneling Corporates
• Conducted Customer On-Boarding & Risk Profiling of customers in
accordance with established bank AML & Sanctions policies
• Successfully managed to Cross-sell other products of the bank, like
Residential Mortgages, Personal Loans & Credit Cards
• Generated new business by participating in marketing events and
promotions

Licenses & Certifications


CBCA™ Certified Banking & Credit Analyst Certification
C Corporate Finance Institute®

Education
University of Mumbai
Masters of Management Studies (2009 - 2011)

University of Mumbai
Bachelors in Management Studies (2004 - 2008)

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