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About me:

Motivated Banker with 9 years of progressive experience in operations, Corporate Finance, Accounting,  and management in banking industry. Offering expertise in High quality customer service, good communication and listening and attention to detail and organise, with aptitude in dedication to quality and accuracy. Energetic self-starter and team builder able to navigate various situations and achieve goals on time.


NVQ Level 1, Agri Business Management, 2009- College Of Management, Utkal University - Bhubaneshwar , India 

A-Levels, Masters in Plant Genetics , 2007- Bidhan Chandra Krishi Vishwavidyalaya - West Bengal, India 

A-Levels, Bachelor of Agricultural Sciences, 2005- Banaras Hindu University - Varanasi, India 


Customer Operation Co-worker, 11/2016 to Current

Triodos Bank - Bristol, Avon

General Responsibilities

• Provide consistently high quality customer service while adhering to team processes and ensure all are up to date. Assisting other teams like Payments, Business Change and Financial Fraud when required. 

• I am an expert within the team for several Customer Operations processes. I deal with the changes in customer records related to the Investment and Stocks and Share ISA and manage communications. Updating processes and delegating relevant issues to the other departments.

Legal and compliance

• Responsible for completing, where required, all necessary Anti Money Laundering and regulatory checks and assessments on customers, their UBOs and any other connected parties, ensuring that the Bank's records are maintained and complete for compliance, audit and reporting requirements.

• Where required, understand the differences between the various legal entities that the Bank may have relationships with in relation to the work being carried out, and the requirements for each specific entity in terms of official records, constitutional documentation and all related checks required to evidence compliance with AML.

• To adhere to Bank principles and ensure that relationships we form with customers will combine added cultural, social or environmental value with financial credibility. Reporting and data integrity Ensure the integrity of electronic and paper customer files, maintaining filing in line with departmental requirements.

Assistant Manager, 11/2009 to 03/2014

Indian Overseas Bank - India

• Front Office Jobs: customer dealings, debiting cash, clearing cheque and cash monitoring
• Marketing Jobs: achieving insurance target
• Customer complaints handling: I worked as a relationship manager, handling customer complaints and concerns.

• ATM: maintenance: maintaining cash balance, supervising reloading of cash and maintenance of surveillance camera records

Deposit investments: suggesting different schemes to clients according to their requirements, processing the deposit investments and maintenance of tax returns on clients deposit investments. Issuing letter of guarantee. Assisting the clients in SWIFT transfers, other electronic money transfers.
Maintaining locker facility for customer and recovery of rent dues.

Loans and Advances : Processing proposals of small retail loans, client meeting, their business inspections, preparing reports
and disbursements.

Projects : Working on symposium loans, drafting financial reports, Project reports, Accounting and project planning.

What kind of projects is Soma Sarkar looking for?


I am looking for projects related to financial sector. I have previous experience as described in my resume.


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