Summary
Overview
Work History
Education
Skills
Interests
Timeline
Generic

Kanchan

Corporate Trainer
Hyderabad

Summary

  • Experienced in driving great team by coaching and motivating team members to increase financial profitability, operational efficiency and customer satisfaction. Record of performance in meeting organizational objectives. Excellent interpersonal skills, to work well with others, in both supervisory and support staff roles.
  • Motivated manager with demonstrated knowledge with best practices and operations. Proven skills in enhancing productivity, efficiency and bottom-line profits with forward-thinking leadership. Bringing 15 years of work experience in field and ready to take on challenging, growth-oriented role .Energetic professional with great poise.

Overview

16
16
years of professional experience
3
3
Language

Work History

External Trainer

HDFC Bank.
Hyderabad.
07.2022 - Current
  • Responsible for Training the Senior Sales Officers of Liabilities and Gold Loan SO's and new Sales officer's on board.
  • · Explaining the detailed course module designed by the HRD team of HDFC bank through Microsoft Power Point Presentation .
  • Discussing detailed information about the evolution of bank and the sharing about the senior Management team and the logo of the bank.
  • · Explaining about the Bank and its different types of customer’s individuals/non individual accounts and also about the specific types of accounts bank provides to its customers.
  • · Responsible to explain in detail the Know Your Customer norms, Anti Money Laundering policies, Stages of money laundering and the Regulatory framework and bank’s Obligation.
  • · Responsible to explain The Rekyc process and the Banking Ombudsman Scheme.
  • · To motivate the team on a strong foundation basis which they can handle Branch situations confidently.
  • · Apply the knowledge and skills in specific situations that would be faced in customer servicing at the Branch.
  • · Give an all-round view of the product range that the Bank has on offer on the Liability, Assets and Third Party front.
  • Actively listened to candidate's queries , confirming full understanding before addressing concerns.
  • · To update the participants with the incentive structure.
  • · To equip new joiners with selling skills, communication skills and encourage them to work smartly and keep reading and updating the necessary skills at every level.
  • · Motivation and boosting their morale by giving the bank scenarios and examples for better situation handling.

BFSI domain Trainer/ Faculty

Hyderabad Council for Human Welfare, Tech Mahindra Foundation -NGO
Hyderabad
07.2020 - 12.2021
  • Responsibility : Training fresh Graduates,PG's for jobs in Banking sector.
  • To provide knowledge on banking and BFSI industry overview to the candidates.
  • Explaining the candidates detailed history evolution of money, banking and different types of banks in India.
  • Discuss the important principles of Banking.Explain about financial services and Insurance industry
  • Detailed study on KYC –know your customer guidelines and policies,documentation,verification of documents , AML – anti money laundering policies ,stages of money laundering ,purpose, measures to be taken by banks
  • POSH-Prevention of Sexual Harassment at Workplace-policies, prevention systems, procedure for women’s safety at office
  • Recognition, handling, disclosure of suspicious transactions
  • All about accounts- savings, current, minor, foreign accounts (Non Resident –NRI,NRO ) accounts
  • Financial planning – earn, save, invest
  • Communication skills-process, types, elements of communication
  • Effective communication –behavioral patterns, barriers of communications
  • Telephonic etiquettes, effective writing, business writing, email writing, presentation, communication in business meetings
  • Customer service –quality, standards, managing customer relationships
  • Workplace safety – health , safety , security.

External Trainer

HDFC BANK LTD
Hyderabad
07.2019 - 03.2020
  • Training the New Bank Employees,the program is known as "SWAGAT for Sales Officers".
  • To provide role related comprehensive inputs for the new employee to ensure job readiness
  • Responsible for Training the new employees of the bank for the job profile of Sales Officer’s.
  • Explaining the detailed course module designed by the HRD team of HDFC bank through Microsoft Power Point Presentation to the SO's.
  • Discussing detailed information about the evolution of bank and the sharing about the senior Management team and the logo of the bank
  • Explaining the milestones and accolades achieved by the bank in the 25+ years of span .
  • Explaining about the Bank and its different types of customer’s individuals/non individual accounts and also about the specific types of accounts bank provides to its customers.
  • Responsible to explain in detail the Know Your Customer norms, Anti Money Laundering policies, Stages of money laundering and the Regulatory framework and bank’s Obligation.
  • Responsible to explain The Rekyc process and the Banking Ombudsman Scheme.To give new joiners a strong foundation basis which they can handle Branch situations confidently.
  • To equip new joiners with the requisite knowledge and skills to handle front end roles at the Branch.
  • Apply the knowledge and skills in specific situations that would be faced in customer servicing at the Branch
  • Give an all-round view of the product range that the Bank has on offer the Liability, Assets and Third Party Products.
  • To update the participants with the incentive structure
  • To equip new joiners with selling skills, communication skills and encourage them to work smartly and keep reading and updating the necessary skills at every level
  • Motivation and boosting their morale by giving the bank scenarios and examples for better situation handling.

Assistant Manager

HDFC BANK LTD
Hyderabad
01.2015 - 03.2019
  • Operations - Personal Banker Authorizer
  • Managing customer centric banking operations and ensuring customer satisfaction by providing instant solutions in achieving delivery and service quality norms
  • As a branch delegated authority, monitoring of account opening process and controlling of depletion and 100% activation of all the accounts
  • Processing forms for opening of Savings and Current account in compliance with KYC and AML guidelines
  • Monitoring of Re-KYC documents submission periodically
  • Reviewing of KYC & AML in Universal Alert System
  • Monitoring cash transactions, cash applications and corporate salary uploads
  • Deliverables management
  • As an Authorizer, handling complete day transactions taking place in the branch and ensuring smooth functioning of operations
  • Reviewing branch operations reports, ensure compliance with banking rules, regulations & procedures and AML Guidelines
  • Preparing and submitting sales and fortnight reports to the corporate office, which helps in providing reliability, related to Channel Reports
  • As an Authorizer, ensuring high quality diligent work atmosphere in branch for the team
  • Well versed in Oracle’s FLEXCUBE complete banking application
  • Handling and processing non-cash transactions like NEFT/RTGS/Funds transfer
  • Handling customer deliverables like Debit cards, cheque books and handing over to customers from time to time
  • Locker Custodian –issuing/ add/ surrenders and day to day locker operations
  • Handling all walk-in queries/complaints and provide prompt solution
  • Responsible for maintaining Service Quality Notices/ displays in the branch premises
  • Responsible for updating the day end reporting to Branch Manager
  • Responsible for cross selling and enhancing relationship with existing customers
  • Responsible for auditable parameters in branch on regular basis
  • Awarded STAR performer for customer’s instructions-forms processing with 0% error in 2015-16
  • IRDA certified.

Customer Relationship Manager

Citi Financial Consumer Finance India Ltd
Hyderabad
11.2007 - 11.2008
  • Handling branch DST Team for generating PL Business, Customer Servicing, Insurance Sales
  • Looking after the business development of Citi Financial Consumer Finance India Ltd
  • Handling the Branch Team for Generating the Business
  • Coordinated and participated in activities for sales and promotion of personal loans and new products
  • As a Relationship Manager, respond to customer queries and offer services related to CITI Group’s lending products
  • Responsibility for Corporate Sales and Retail Sales
  • Target and develop new business opportunities by marketing net based, recruitment solutions in addition to renewal of business from the designated area
  • Coordinating with the branch from logins to authorization of the cases
  • Maximize profitable volume growth, market share and client preference in the assigned market
  • Selling Insurance product to Customers
  • Liaise with Direct Sales Team and ensure monthly targets are met by constantly motivating them
  • Generating sales and achieving individual targets
  • Customer Services award-, Coordinating with back end team
  • Reporting to the Branch Manager
  • Consistent Performer since the date of joining
  • Reinforced established quality control standards and followed procedures for optimal customer interactions.

Education

Post Graduate -Advanced Diploma in Business Admini - Business Administration (Marketing & Human Resource

Magnus School of Business
Hyderabad.
06.2005 - 04.2007

B.Com-Graduation- FIRST Division - Accountancy, Economics,Auditing,Banking Law.

R.B.V.R. Reddy Women’s College. Osmania University
Hyderabad.
06.2002 - 04.2005

Intermediate-FIRST Division, - Civics,Economics,Commerce-

St. Pious Girls Junior College, Board of Intermediate Education
Hyderabad
06.2000 - 04.2002

SSC-Osmania University -

St. Pious X Girls High School
Hyderabad.
06.1988 - 04.2000

Skills

    Training and mentoring

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Interests

Photography,Choreography,cooking,Baking

Timeline

External Trainer

HDFC Bank.
07.2022 - Current

BFSI domain Trainer/ Faculty

Hyderabad Council for Human Welfare, Tech Mahindra Foundation -NGO
07.2020 - 12.2021

External Trainer

HDFC BANK LTD
07.2019 - 03.2020

Assistant Manager

HDFC BANK LTD
01.2015 - 03.2019

Customer Relationship Manager

Citi Financial Consumer Finance India Ltd
11.2007 - 11.2008

Post Graduate -Advanced Diploma in Business Admini - Business Administration (Marketing & Human Resource

Magnus School of Business
06.2005 - 04.2007

B.Com-Graduation- FIRST Division - Accountancy, Economics,Auditing,Banking Law.

R.B.V.R. Reddy Women’s College. Osmania University
06.2002 - 04.2005

Intermediate-FIRST Division, - Civics,Economics,Commerce-

St. Pious Girls Junior College, Board of Intermediate Education
06.2000 - 04.2002

SSC-Osmania University -

St. Pious X Girls High School
06.1988 - 04.2000
Kanchan Corporate Trainer