1. Priya Shukla
E-mail: priyashukla26@gmail.com Phone number: 8527014122
CAREER OBJECTIVES
Seeking challenging opportunities in Banking and Finance, leveraging:
Experience in handling and completion of various banking projects and financial products
Experience in studying the portfolios of various dealers as well as clients and taking immediate
decisions on validating and forwarding the deal procedure.
Passion for customer service and can create innovative solutions to keep customers committed to the
brand and have them coming back for more.
EDUCATION
University Degree Period
Satyawati College, Delhi
University, Delhi
Bachelor of Commerce June 2008 to May 2011
Institute of Finance Banking and
Insurance, Delhi
Post Graduate Diploma in Banking
and Operations
April 2012 to September 2012
Symbiosis Centre for Distance
Learning, Pune
Post Graduate Diploma in Banking
and Finance
Pursuing(4rd semester)
PROFESSIONAL EXPERIENCE
PNB HOUSING FINANCE LTD Nov 2015 to Present
Started working as a Customer Relationship Manager.
The key role is to handle Disbursement /Cancellation of Loan.
Create DMA/DST/ Connector code.
Premature Cancellation of Loan.
Monitor and follow up of different types transaction from Lawyer/ customers.
Vetting and Updating of original Property documents (Post disbursal documents) of
Customers.
Insurance reconciliation and adjustments
Preparing data quality reports month on month.
Deposit Booking and all related activities
Servicing of loan customers on matters like IT certificates, loan account statements,
issuance, NOC, EMI & interest revisions, prepayment and resolve other related queries
(Inbound calls)
Making welcome calls to customers.
Co-ordinating and closure of customer complaints & Escalations.
Management of Centralised customer service mail id.
Loan closures/ part payment adjustment
Preparation of Audit Report.
Preparation of dash boards, various monthly MIS etc.
2. Home Loan –ICICI BANK LTD August 2013 to Nov 2015
Taking decisions related with Sanction, Disbursement, and Payment of loans while adhering to
NDC and KYC norms
Co-ordinating and closure of customer complaints and Escalations
Carrying out Loan Cancellation and Disbursement Cancellation
Insurance Updating.
Preparation of dashboards and various monthly MIS
Dealing with different types of SRs in FCRM software including loan knock off, loan
cancellation, disbursement cancellation, and refund, stop payment, refund of Pemi.
Impart training to other team members regarding I-Disbursed.
Updation of Post Disbursal Documents
Raising Service Request for creating DMA/Connector/counsellor code generation.
Achievement
Introduced the home loan product and contributed in setting up the branch by carrying out
training programmes for employees
Personal Loan- ICICI BANK LTD November 2013 to April 2014
Making sure that the customers details match with the NDC and KYC norms
Responsible for Quick Disbursal of loans
Verifying the demographic details of customers and SPDC details in FINNONE after the quick
disbursement
The responsibility also involves carrying out INBT and EXBT procedures which includes
activities like Receipt maker and Termination of previous Loan
Auto Loan- ICICI BANK LTD Feb 2014 to July 2014
Making sure that that there is no discrepancy in the documents provided by the customers
Responsible for Quick Disbursal of loans and carrying out the following procedures related
with SPDC details in FINNONE
People Development & Motivation.
To ensure the concurrent quality check over disbursed files on sample basis
Continuous review over nature of discripancies, review over process and raising suggestion for
improvement and simplification of process .
ICICI Bank Ltd., Customer Account Manager, Faridabad March 2013 to Sep 2013
Agricultural loan
Responsible for credit limit setting of corporate dealers
Verifying the details of corporate dealers and taking immediate decisions in case of
discrepancy or no discrepancy in details
Achievement
Managed the corporate dealer funding in tractor loans and contributed in setting credit limit
for maximum number of corporate dealers
ICICI Bank Ltd. Intern November 2012 to February 2013
Summer Internship-B: Agricultural loans Faridabad, Haryana
Studying and verifying customer details so as to make sure that there are no discrepancies
Verifying customer details for credit card applicants
3. ICICI Bank Ltd., Internship July 2012 to September 2012
Summer Internship-A: i-Mobile Application Laxmi Nagar, New Delhi
Got through the selection procedure for the internship programme of ICICI Bank
Figuring out the probable customers for the mobile app, pitching the idea, and increasing the
user base of the mobile app
Achievement
Contributed to the organization by delivering the maximum number of new mobile app users
in the period of three months
SKILLS & LANGUAGES
Linguistic Skills English and Hindi
Software Skills Finn one, FCRM, I-Disburse, MS Excel, PowerPoint, MS Word, APS, Kastle,Encore
New Software learning Bank Reconciliation Statement and Orion.
PROFESSIONAL TRAINING
Two days training on Personality Effectiveness conducted by ICICI Bank Ltd in 2014
Two days training on Passion at Work conducted by ICICI Bank Ltd in 2015.
LEADERSHIP & EXTRA CURRICULAR ACTIVITIES
Player in School Basketball team
Won third prize in Inter School Bourn vita quiz competition
Participated and won in Inter School Dance competition at district level
Participated in cultural activities like plays, dance, and singing.
Part of the college sponsorship committee.
Personal Details
Date of Birth : 26th, Nov 1988
Marital Status : Single
Valid Indian ID : Passport
Place: Faridabad Sig :( )
Priya shukla
Identity canbe verifiedvia- Driving Licence, Pan Card
Work Experience canbe verifiedfrom- ICICI Bank Ltd- Faridabad Sec 16