Jeran Bose
Senior Analyst TO
No : 8, Mettu Street, Pozhichalur, Pallavaram, Chennai
Summary
To grab an opportunity and set myself a goal where I can be innovative and attain a challenging position by exercising my interpersonal and professional skills to the fullest for the growth of the organization and mine as well.
Overview
7
7
years of professional experience
2
2
Languages
Work History
Senior Analyst T0
Natwest
10.2022 - Current
- Handling high net worth clients and profile customers.
- Transfer payment for accounts.
- Checks undertaken on mandates and non-financial intermediary documents.
- Reviewing control documents to ensure zero deviations.
- Carried out quality checking for junior members and appropriate feedback and training provided to reduce knowledge gaps.
- Handling complex issues, customer queries, escalations and providing timely resolution for the same.
- Sound knowledge in the Court-of protection accounts.
- Expertise in Auto transfer and manual transfer processes.
- Handling KYC for corporate customers.
Senior Analyst
Natwest
01.2019 - 10.2022
- Was selected to Project Jade where the customers were switched to another Bank. (as part of a closure project).
- Was in a pilot batch and successfully migrated a new Bankline process which is an online banking channel for the customer to make payments.
- Registering corporate customers onto the Bankline system.
- Liaising between customers, Relationship Managers and other Stakeholders (On-shore & Internal) involved in the process.
- Communicating directly with corporate customers and facilitating their actions for a smoother system experience.
- Carried out quality checking for junior members and appropriate feedback and training provided to reduce knowledge gaps.
- Handling complex issues, customer queries, escalations and providing timely resolution for the same.
- Customer due diligence and risk analysis.
- Assisting customers with queries and clarifications to ensure smoother user experience.
- Responsible for adding the third-party accounts under their profile after the pre-checks are carried out.
Analyst
The Royal Bank Of Scotland, RBS
02.2017 - 12.2018
- Assisted in successful migration & training of a migration project for maintenance of commercial loans, securities, and related process in lending operations.
- Renewals of overdraft facility at the time of expiry and sending facility confirmation letter to customer.
- Monitoring excess report where customer has utilized in excess of his limit and made sure the anomalies are informed to the respective relationship managers on a timely manner.
- Previously, I was also part of current account opening team where I open accounts to customer post credit search is carried out.
Education
B.Com - Commerce
Loyola College
Chennai 04.2001 -
Skills
Problem-Solving
Time management
Issue Identification
Multitasking
Deadline Adherence
Adaptability and Flexibility
Task Prioritization
Quick Learner
Adventurous
Timeline
Senior Analyst T0
Natwest
10.2022 - Current
Senior Analyst
Natwest
01.2019 - 10.2022
Analyst
The Royal Bank Of Scotland, RBS
02.2017 - 12.2018
B.Com - Commerce
Loyola College
04.2001 -