Sagar Lalwani

Lead a team of 10 professionals managing NRI client relationships and a portfolio of approximately 10,000 clients. Oversee service quality, issue resolution, and relationship deepening while coordinating with internal stakeholders for compliant execution of NRI banking, KYC, and remittance requirements.

Led a team of 15 professionals managing corporate salary account relationships and customer servicing. Coordinated onboarding, issue resolution, and execution of customer requests while monitoring team performance and providing coaching.

Led a team of collectors, providing daily direction, coaching, and performance support. Negotiated repayment solutions with customers and reviewed credit information through Equifax and TransUnion to support account-resolution decisions.

Supported customers with financial transactions, investment-related activities, and account management. Processed online mutual fund purchase transactions and validated cheques in accordance with operational procedures.

Supported campus marketing activities and promoted awareness of the PUMA TRAC application.

Screened candidates, conducted initial interviews, and coordinated candidates through the recruitment process.

Completed a Post Graduate Diploma in Business Management at Canadore College in August 2022.

Completed a Post Graduate Diploma in Human Resource Management at Canadore College in December 2021.

Completed a Bachelor of Business Administration at St. Joseph's Degree & PG College in June 2019.