PRIYA JASWAL

Mailing address 47, Gangotri Apartment, Vikas Vihar C.G.H.S, Vikas Puri, New Delhi
011- 4569 2090 ®,98103 36388
Email address pjaswal78@gmail.com

Career objective
To work as a team member, where my skills and experience will be challenged and enhanced by the opportunity.

Professional Overview
Professional with work experience of over 21 years, with specialization in High Net worth Clients management
(Banking Services), service quality, operation risk, foreign exchange transactions.

Qualifications Summary
 Delivering high level of customer experience, effective relationship management and deepening banking
relationship by ensuring solutions oriented and result driven attitude.
 Ability to influence people at all organizational levels.
 Adequate knowledge of Foreign Exchange Management Act (FEMA), Operations Risk, regulatory and
compliance framework in Banking.

Professional Experience, Achievements & Responsibilities

CITIBANK N.A
July 2005 – till date

Current Role (Since July 2016)

Designation : Associate Banker- Citi Private Bank
Key Responsibilities
 Managing banking requirements / servicing Ultra High Net worth (INR 30 crore+ banking
relationships) customer portfolio base.
 Proactively managing the clients banking relationship, keeping them updated on latest
regulatory requirements and/or procedures of the bank. Contributing to sales numbers through business
referrals from existing customers.
 Co-coordinating with product, marketing & regional champions (internal) as well as various
agencies (external) for various life-style events, targeted at deepening banking relationship with existing
customers and for acquiring new customers for the bank.
 Co-ordination with back end support teams i.e. Clearing, Credit Cards, Wealth Management,
Foreign exchange, Trade Services, Internal Service (Records updating & Mgmt. Team), Account opening Team
and Logistics etc, thereby ensuring seamless services to the customer.
 Liaison with Central Team, preparing / presenting the Service quality MIS. Ensuring strict
adherence to TAT.

July 2005 – July 2016 : Associate Banker- Citigold Private Client (Retail Bank)
Key Achievements
 2014: Highest conversion in the region for platinum cards
 2013: Shooting Stars (country level) Award for the Best Associate Banker.
 2010: Asia Top Stars award for Cross sell of credit cards- Regional award.
 Acknowledged by Senior Management of the Bank for ensuring retention of customer basis superior services
and client engagement; despite attrition of five Relationship Managers assigned to base (of customers) over
different periods.

HDFC Bank Limited

July 2003 – July 2005
Designation : Back-up Branch Manager / Authorizer – Retail Banking
Key Responsibilities
Front office
 Identifying and targeting prospects through profiling & customer attrition management. Providing Banking
solutions to the preferred customers of the bank and handling their complete banking requirements.
 Understanding & retailing various deposit schemes - Accounts (Current/Savings), Third Party Products (Mutual
Funds, Relief Bonds, Capital Gain Bonds, DEMAT, E-Broking accounts, I.P.O’s ) Insurance Products & Asset
Products (Auto Loan, Personal Loan, Loan against Securities).
 Cross sales, business lead generation toward individual & branch target.
Support function
 Ensuring proper audit compliance and acting as a liaison between the processing office and the end user.
 Responsible for authorization & supervision of all transactions done at branch including de-mat.
 Liaison with currency chest for cash requirement, monitoring & handling Branch suspense accounts.
 Fortnightly reporting to Regional Business Managers office regarding compliance of various audit requirements.

ICICI Bank Limited

October 1999 – June 2003
Designation : Officer
Key Responsibilities
 Educating and promoting various banking Channels to the clients of branch e.g. usage of facilities like Net-
banking (Infinity), ATM’s, E-Cheque. Handling queries relating to Cheque books, Debit Cards, Fixed Deposits
etc.
 Handling Outward Clearing & Outstation cheque processing, managing Account Opening for the branch,
Monitoring & Handling Office accounts (Charges/Sundry Liabilities).
 Performing back office functions for Safety bonds issue and GOI-Relief Bonds.

Educational Background

Institution Description of course Year Area / Subject

I.M.T- Ghaziabad Post Graduate Diploma in Business 2003–2006 Management
Management (PGDM)
Delhi University Bachelor of Science 1996-99 Science

Personal Details
Date of Birth : August 08, 1978
Marital Status : Married