Financial Services Client Service

HARSIMRANJIT SINGH SODHI

**** * **** ******, *******, AZ 85040

559-***-**** ****************@*****.***

PROFESSIONAL SUMMARY

Client-focused banking professional with over 10 years of experience in financial services, specializing in client onboarding, account reconciliation, and administrative operations. Proven success in managing client portfolios, analyzing customer financial needs, and delivering exceptional service in fast-paced environments. Skilled in resolving client issues, enhancing service efficiency, and adhering to banking regulations and quality standards.

PROFESSIONAL EXPERIENCE

Associate

State Bank of India (SBI) Sept 2019 – Dec 2024

Client Portfolio Management: Managed onboarding and relationship management for a diverse portfolio of clients, serving as the primary point of contact for transactional accounts and complex treasury products.

Relationship and Service Coordination: Liaised between Relationship team, Operations, Treasury Management Sales, and Implementations to ensure optimal client service. Participated in joint client calls with Bankers and Treasury Sales Officers.

Issue Resolution and Risk Management: Resolved client issues by identifying underlying problems and patterns. Conducted monthly account analysis to ensure client satisfaction and timely follow-up. Identified and controlled risks to prevent fraudulent behavior and potential fraud exposure.

Documentation and Compliance: Prepared and collected account documentation, performed KYC verifications, and assisted with compliance documentation and account opening procedures.

Operational Support: Supported customer inquiries regarding account transactions, statement reconciliations, and banking products via emails and phone calls. Processed account adjustments, loan documents, and wire transfers accurately and securely.

Internal Projects and Collaboration: Managed internal project initiatives for the client portfolio and collaborated with cross-functional departments to resolve service requests and escalate complex issues.

Training and Development: Conducted training and onboarding for junior staff, promoting service excellence and regulatory compliance.

Accountant

Lomas Rishi Public School, Manakpur, Punjab Dec 2017 – Aug 2019

Prepared and maintained financial records, statements, and payroll operations.

Ensured accurate billing, account reconciliation, and monthly financial reports.

Assisted in preparing tax returns and managed AP/AR processing.

Provided support for budgeting and ensured adherence to financial controls.

Assistant Accountant

Mohan Singh and Associates, Rajpura 2015 – 2017

Supported ledger maintenance, data entry, and preparation of financial statements.

Filed tax documents and supported audits with timely documentation and analysis.

Private Tutor – Accountancy & Business Studies

2011 – 2013

Provided coaching in accountancy and business concepts to senior secondary students.

EDUCATION

Bachelor of Commerce/Accounting (B.Com)

PMN College, Rajpura – Punjabi University, 2011

Higher Secondary Certificate (H.S.C.)

Patel Public School, Rajpura – CBSE, 2007

Secondary School Certificate (S.S.C.)

Holy Angels School, Rajpura – ICSE, 2005

KEY SKILLS

Client Relationship Management

Banking Operations

KYC & Compliance

Account Reconciliation

Wire Transfers & Payments

Customer Service Excellence

Problem Resolution

Financial Reporting

Microsoft Office Suite

Team Collaboration

INTERPERSONAL STRENGTHS

Excellent verbal and written communication

High attention to detail

Adaptable in high-volume service environments

Strong conflict resolution skills

Reliable, disciplined, and team-oriented

PERSONAL DETAILS

Date of Birth: 21 September 1989

Languages: English, Hindi, Punjabi

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