Pratika Girdhar

Background

About Pratika Girdhar

Highly skilled and dedicated Banking Service Relationship Manager with a proven track record of ensuring exceptional service delivery for clients in the banking and investment sectors. Adept at liaising with various teams both internally and externally to ensure timely execution and resolution of client service requests. Experienced in coordinating with branches to facilitate clients' financial and non-financial transactions within specified timelines. Passionate about client engagement, I thrive on conducting in-person meetings with clients, alongside Relationship Managers, and updating customer interactions in CRM systems. I am committed to maintaining regular telephonic engagement with clients, with a specific focus on AUM value buildup and service-related requirements. With a strong focus on customer satisfaction, I have successfully maintained zero customer complaints related to service requirements and ensured timely processing of customer queries and requests, always adhering to due diligence practices to prevent fraud and AML issues. A collaborative team player, I excel in assisting PBG RMs in gathering relevant prospect information and supporting RMs with pre-call planning. Additionally, I provide crucial support to RMs by assisting with bank statements, credit card statements, and CRM details of clients, contributing to the achievement of business targets through prompt service and customer satisfaction. A proactive individual, I am responsible for handling forex transactions for clients, ensuring compliance with regulatory guidelines, and keeping abreast of industry updates as per internal guidelines, RBI circulars, and PBG manuals. With a commitment to excellence, I ensure KYC compliance for all clients and oversee the successful completion of internal and external audits without any findings. I actively report suspicious transactions and work towards enhancing client contactability by updating critical details promptly. Driven by a passion for continuous improvement, I am dedicated to identifying potential clients, upgrading HNI relationships, and providing post-acquisition and sales services, including banking operations and wealth management support.