Experience

Valuence XBRL Services

• Outsourcing and Offshoring Consulting
• 1 - 100 Employee

• Vice President Client Services and Business Development

  • Aug 2015 - Present

  Valuence provides XBRL and EDGAR conversion services to the some of leading filing agents based out of the United States. Our area of expertise lies specifically in the field of XBRL regulatory filings detail footnotes conversion, Mutual Fund’s risk/return summary and EDGAR conversion. Our focus is to help clients in their operational issues by providing innovative process improvement solutions economically. Valuence provides XBRL and EDGAR conversion services to the some of leading filing agents based out of the United States. Our area of expertise lies specifically in the field of XBRL regulatory filings detail footnotes conversion, Mutual Fund’s risk/return summary and EDGAR conversion. Our focus is to help clients in their operational issues by providing innovative process improvement solutions economically.



HSBC, Chandigarh

• Assistant Manager- Customer Service

  • Jun 2003 - Dec 2005

   Build and deepen relationships of HNI's to achieve increase in share of wallet and revenues Manage the portfolio to de-risk against attrition and achieve stability of book Responsible for deposit mobilisation, sourcing business by way of new client acquisition to build long term relationships (with our clients) and enhance existing/new relationships by providing individualised service. Analyze & understand customer financial needs & fulfill with appropriate products Manage key performance indicators at the highest level & provide highest customer service to achieve a high percentage of customer satisfaction & retention Actively involved in audit and compliance to maintain the standards of sales quality. Keeping and updating all required data and presenting the same to the top management for the fine tuning of the business strategies. Show less



HDFC, Chandigarh

• Personal Banker

  • Mar 2000 - Jun 2003

  Gained experience in the field of Business Development, Client Relationship Management, and High-end Customer Service and Operations Delivery. Achieving Revenue Targets across product range.Responsible for the branch KYC operations ensuring that customer profiling is done diligently. Deposits and CASA, Foreign Exchange dealings, Safe deposit vaults, Credit Cards, Wealth Management (Mutual Funds and Investments), Mortgages (HML//PIL)

• Teller Officer

  • Jun 2001 - Feb 2002

   Management of cash, making demand drafts, bankers’ cheques and handling fund transfers. Handled Retail Forex including issuance of forex drafts & TT’s. Responsible for management of lockers & deliverables, ATM handling, loading and maintenance of the machine.