Pratik Vora

As a Client Onboarding Manager at Citi India, I oversee a team of onboarding specialists, providing training and guidance to ensure consistent and efficient client onboarding experiences. I collaborate with cross-functional teams to identify and resolve client issues, resulting in a 15% decrease in client complaints within the first six months. I also utilize data analytics to identify trends and opportunities for improvement in the onboarding process.

With a Bachelor's degree in Accounting and Finance from Narsee Monjee College of Commerce and Economics, I have a strong background in financial services and regulations. I have over Nine years of experience in various roles at leading banks, such as BNP Paribas and JP Morgan Chase, where I led teams, performed system research, resolved trade issues, and engaged in BAU issue resolution and UAT testing. I have developed core competencies in attention to detail, analytical skills, and relationship development, which enable me to deliver high-quality customer service and drive client satisfaction and loyalty. I am committed to driving organisational goals and surpassing expectations through effective communication and collaboration.

Experienced Client Onboarding Manager with a strong background in KYC compliance, specializing in relationship management. Proven track record in cultivating and maintaining client relationships, ensuring efficient onboarding processes, and effectively navigating complex compliance challenges. Adept at implementing streamlined procedures, delivering exceptional customer service, and collaborating to achieve organizational goals. Committed to enhancing client satisfaction and driving success through effective communication and teamwork.

Graduate from Narsee Monjee College of Commerce and Economics. Specialising accounting and finance.