Umamaheswari Loganathan
San Jose,United States
Summary
Experienced banking professional with 8+ years' expertise in branch operations, customer service, and financial management. Proven track record in surpassing sales targets, enhancing customer satisfaction, and adept at risk management and compliance. Successful team leader, managing a 10-member team and achieving a 25% sales increase in the first year. Recognized for building strong relationships and delivering consistent, high-quality results.
Overview
11
11
years of professional experience
Work History
Tax Associate
Diwakar Taxes
01.2024 - Current
- Interact directly with clients, offering excellent customer service and professional phone etiquette
- Assist in preparing simple to complex tax returns for individuals and small businesses
- Drafting tax protests and assisting CPAs in representing clients during IRS audits
- Proficient in utilizing internal tax software for precise and timely data entry.
Deputy Manager
HDFC Bank Ltd.
09.2019 - 11.2020
- Oversaw and managed all aspects of business, compliance, and day-to-day bank operations to ensure high-quality customer service
- Effectively managed customer escalations, ensuring prompt and satisfactory resolution of all issues
- Conducted in-depth analysis of clients' financial profiles and investment portfolios to identify areas of improvement and recommend suitable investment options, resulting in a 20% increase in portfolio value for several clients
- Monitored and analyzed branch sales targets, while developing and executing strategic plans to acquire new accounts and expand existing accounts by offering a wide range of financial products and services to customers
- Advised high-net-worth clients on complex investment strategies, such as hedge funds and private equity, resulting in a 30% increase in revenue from these clients.
Deputy Manager
ICICI Bank Ltd.
07.2013 - 08.2019
- Oversaw Branch operations, guaranteeing top-notch customer service
- Ensured strict adherence to Banking rules, Regulations & Procedures within the branch
- Led the annual IAD audit and quarterly Regional Risk Manager Audit for the branch
- Facilitated seamless execution of fundamental banking transactions
- Conducted training sessions for new employees
- Offered guidance on investment strategies
- Cultivated relationships with high-net-worth individuals
- Demonstrated excellent interpersonal and communication skills, excelling in Customer Relationship Management
- Proven ability to identify client needs and provide satisfactory solutions
- Achieved consistent revenue growth.
Education
B. Com (Bachelor of Commerce) - Business Administration -
Holy Cross College
04.2013
Skills
- Customer Relationship Management
- Banking Operations
- Risk assessment
- Finance Credit Analysis
- Audit Compliance
- Investment Banking
- Microsoft Excel
- MS Word
- Google Docs
Timeline
Tax Associate
Diwakar Taxes
01.2024 - Current
Deputy Manager
HDFC Bank Ltd.
09.2019 - 11.2020
Deputy Manager
ICICI Bank Ltd.
07.2013 - 08.2019
B. Com (Bachelor of Commerce) - Business Administration -
Holy Cross College