Adhitya S R
Team Leader
Chennai
Summary of Career
Experience as Senior Executive
Citi Corp Services India Private Limited
10 March 2014
16 November 2018
• Well versed with guidelines for performing document verification and scrutiny of account opening forms/maintenance.
• Manages Account maintenance transactions for CASA customers.
• Have been the Best query handler to the team through calls and emails.
• Performs Dedupe and Screening checks on system and tracking of document deferrals.
• Ensure that all processing is done with in defined TAT as per laid down processes.
• Helps in sorting out the gaps in the process and provide express service to the Clients.
• Have been an efficient processor for the client instruction which is being scanned by the Branch banking team.
• Worked with members from different geographical location influencing them to arrive at optimal solutions.
• Complete knowledge about FATCA and CRS.
• Supporting in enhancing the operational performance of the branch, generating business as per the management requirements and achieving set targets; ensuring speedy resolution of queries & grievances to maximize client satisfaction levels.
• Have been circulating the exception MIS to the branch and kept in track for closure of all those exceptions.
• Received the best player award in the year 2017 (3times).
• Performing the required KYC screenings on customers, documenting the information obtained from the clients’ as required by global KYC procedures
• Identified accounts for high risk or negative information using World-Check
Experience as Team leader
Standard Chartered Global Business services Pvt Ltd
19 November 2018
• Managing a 8 member team
• Tracking of Productivity, efficiency and circulating the performance of each individual on Daily/Monthly basis.
• Ensuring that, the team completes the volumes on the daily basis within SLA
• Interacting with the branches/vendors through calls and Emails and providing them a better resolution on the query.
• Timely reporting of the MIS
• Identifying the GAP’s in the process and automating the same
• Monthly review with the stakeholders/Vendors
• FTE planning and analyze on the cost
• Providing the RCA and Action plan for the errors made by the users