Summary
Overview
Work History
Education
Skills
Timeline
Generic

SAURBHI DOGRA

New South Wales,Australia

Summary

Trustworthy Service Manager with 10+ years of practical experience in Customer Complaint handling, Root Cause Analysis and top-notch Customer Service Experience. Self-motivated to consistently provide first-class results in line with stringent targets and deadlines.

Overview

12
12
years of professional experience

Work History

Personal Banker

Westpac Bank
03.2025 - Current

• Delivered personalied service to over 50+ customers weekly, enhancing satisfaction and loyalty.

• Consistently achieved 100–120% of monthly sales targets across lending, accounts, and insurance.

• Built lasting relationships by understanding individual customer goals and offering tailored banking solutions.

• Resolved complex enquiries with a first-contact resolution rate of over 90%.

• Promoted digital banking tools, increasing customer adoption and reducing in-branch traffic.

• Maintained strong compliance record while managing daily banking processes and systems.

• Supported branch efficiency by streamlining processes and reducing transaction errors.

• Adapted quickly to evolving priorities in a fast-paced retail banking environment.

  • FSRA Accredited

Banking Operations Assistant

Bank of Baroda (UK) Ltd
11.2022 - 07.2023
  • Drafting and maintaining all procedure and process manuals for the bank, ensuring that they are accurate, up-to-date, and in compliance with regulatory requirements
  • Regularly updating manuals on SWIFT Policies, FCA Money laundering, cash handling manuals, end-to-end Branch operating Manuals along with Finacle Job Cards
  • Collaborating with different departments and stakeholders to gather information and create detailed documentation for each procedure and process
  • Analyzing and identifying areas for improvement in existing procedures and processes and making recommendations for changes or updates
  • Communicating with employees across the bank to ensure that they understand and follow the procedures and processes outlined in the manuals
  • Assisting with the development and implementation of new procedures and processes as needed
  • Conducting customer outreach campaigns, analyzing data, and identifying trends to improve customer satisfaction and loyalty
  • Creating and maintaining spreadsheets in Excel, using complex functions such as VLOOKUP and PivotTables to analyze data and generate reports
  • Preparing and presenting reports to management, including recommendations for process improvements based on data analysis
  • Staying up to date on industry trends and best practices related to banking operations and data analysis and sharing knowledge and insights with colleagues

Wealth Relationship Manager

ICICI Bank
02.2022 - 05.2022
  • Handled high net worth customers of Bank
  • Planned and executed new strategies to increase sales
  • Processing inward & outward remittance
  • Engaged with customers to better understand needs and deliver excellent service
  • Managed complaints with calm, clear communication and problem-solving
  • Operated equipment to exceed production targets
  • Enhanced working relationships by participating in team-building activities
  • Demonstrated consistent hard work and dedication to achieve results and improve operations

Regional Service Manager

ICICI Bank Ltd
01.2015 - 02.2022
  • Maintained excellent customer service by promptly following up on complaints and requests of 25 branches
  • SPOC for all customer Complaints resolution
  • Managing and Resolving Complaints escalated at MD level
  • Root Cause Analysis and step by step Customer complaint resolution as per Regulator and Bank's guidelines
  • Handling Ombudsman complaints and providing resolutions
  • Improved operations by providing extra training to inefficient, underachieving staff
  • Nostro & internal accounts reconciliation, Support to Investment and Treasury Operations Teams for Settlements and reconciliation
  • Ensuring 100% Net Promoter Score and FOCUS Score (Customer Feedback)
  • Ensured customer service met high-quality standards by analyzing staff performance and monitoring customer reviews
  • Managed and maintained service desk, including leading team members, and evaluating department efficiency
  • Ensured customers received excellent service by going the extra mile to assist with needs, requirements, and requests
  • Working on Feedback of Customers and ensuring best Customer service for Customers
  • Promoted as Regional Service Manager in January 2015 with Deputy Manager I Grade as got 3 promotions while handling same role and promoted as Manager Band 2
  • Created various business strategies, designed to improve customer service, enhance growth, and increase sales
  • Managed the recruitment processes for various departments, including reviewing applications, interviewing, and selecting talent
  • Conducted general administration duties including managing and updating invoices, processing orders and tracking inventory
  • Collaborated with customers to discuss service needs and offer available solutions
  • Coordinated meetings with staff to delegate tasks, communicate targets and determine individual priorities

Customer Service Manager

ICICI Bank Limited
08.2013 - 01.2015
  • On 16th August 2013 joined ICICI Bank as a Probationary Officer
  • Confirmed on 16th Nov 2013 as Customer Service Manager-Deputy Manager Band I
  • Supervised total department call volume of 100 per day
  • Resolved customer questions, issues, and complaints efficiently to reach mutually beneficial solutions
  • Processing inward & outward remittance
  • Delivered exceptional customer service to grow business, resolve issues and maximize customer experience
  • Answered customer requests with friendly, knowledgeable service and support
  • Teller Activities-Foreign Exchange, Outward clearing, issuance of Demand Draft and Manager's cheque
  • Mentored junior team members on methods to provide outstanding service to customers
  • Enhanced customer satisfaction ratings by managing all client inquiries through resolution
  • Oversaw training of new team members to promote productivity, accuracy, and friendly service
  • Trained new hires on, sales processes, product knowledge and overcoming objections
  • Evaluated CRM reports regularly, actioning improvements to achieve impressive results

Education

Masters in Fintech - Fintech

Coventry University
United Kingdom
06-2023

Post-Graduation Diploma - Banking And Finance

Manipal University
India
08-2013

Bachelor of Technology - Information Technology

Kurukshetra University
India
04-2012

Skills

  • Excellent hold on Core Banking Systems
  • NPS Management
  • Complaints Handling
  • Root Cause Analysis
  • Customer Relationship Management
  • (CRM)
  • Expertise in complex Microsoft excel
  • functions
  • Highly skilled in written and spoken
  • English, formal mails writing and
  • Branch procedures and manuals
  • writing
  • Customer Feedbacks (Net Promoter
  • Score and FOCUS Score)
  • Customer Service Trainer
  • Vendor relationship management
  • Building relationships and trust
  • Client relationship building
  • Nurturing client relationships
  • CRM software proficiency
  • Process improvement
  • Persuasive
  • Expertise in sales
  • Customer satisfaction focused
  • Client relations specialist
  • Training programme

Timeline

Personal Banker

Westpac Bank
03.2025 - Current

Banking Operations Assistant

Bank of Baroda (UK) Ltd
11.2022 - 07.2023

Wealth Relationship Manager

ICICI Bank
02.2022 - 05.2022

Regional Service Manager

ICICI Bank Ltd
01.2015 - 02.2022

Customer Service Manager

ICICI Bank Limited
08.2013 - 01.2015

Masters in Fintech - Fintech

Coventry University

Post-Graduation Diploma - Banking And Finance

Manipal University

Bachelor of Technology - Information Technology

Kurukshetra University
SAURBHI DOGRA