Summary
Overview
Work History
Education
Skills
LANGUAGES
Timeline
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Rahul Roy

Vilnius

Summary

Results-driven financial services professional with expertise in treasury operations, client relationship management, and process improvement. Experienced in leading teams, managing complex client portfolios, and driving operational excellence. Recognized for problem-solving, adaptability, and building strong stakeholder partnerships that deliver lasting value.

Overview

11
11
years of professional experience

Work History

Client Service Manager

SEB
03.2024 - Current
  • Worked with cross-functional teams across Sweden and the Baltics to deliver treasury and cash management services to multinational corporate clients.
  • Contributed to strategic projects, including improvements to digital onboarding and process optimization in SEB’s corporate client segment.
  • Managed end-to-end treasury processes such as liquidity management, payment processing, and account servicing for large corporates.
  • Served as the main contact for CFOs, Treasurers, and Finance Directors of multinational clients, resolving complex issues and escalations.
  • Led client meetings and business reviews, presenting performance results, identifying service gaps, and driving improvements.
  • Supported business continuity planning and helped roll out digital solutions to enhance client experience in cash and liquidity management.
  • Acknowledged for strong problem-solving skills and ability to turn client challenges into opportunities that strengthened relationships.

Bank Operations Specialist

SEB Global Services
08.2021 - 02.2024
  • Specialized in the Finnish market’s regulatory and tax requirements, ensuring compliance and minimizing tax liabilities for clients.
  • Led tax reporting processes, including withholding tax reclaims, improving efficiency and reducing tax-related issues.
  • Acted as a key contact for clients, providing guidance on tax matters and maintaining high satisfaction through accurate and timely services.
  • Took on team lead responsibilities, including workflow coordination, employee development, and performance management.
  • Participated in the hiring process by supporting candidate vetting and selection, while also contributing to employee onboarding and training.
  • Oversaw employee development through coaching and mentoring, and was involved in sensitive processes such as managing underperformance and exits.
  • Facilitated weekly team meetings, fostering open communication and collaboration, which drove a notable increase in project completion rates.
  • Collaborated with cross-functional teams to design and implement training programs that strengthened operational capabilities.
  • Ensured high standards of client service through meticulous due diligence and effective client relationship management.

Consultant Dental Surgeon

Self-employed
10.2014 - 07.2019
  • Implemented an electronic medical records system that streamlined operations, reduced administrative errors, and generated measurable cost savings — building expertise in digital transformation and process improvement.
  • Designed and enforced quality assurance protocols, ensuring compliance with regulatory standards, reducing complaints, and improving overall service quality.
  • Developed and led structured training programs for junior doctors, enhancing team efficiency, reducing wait times, and significantly improving client (patient) satisfaction.
  • Took on operational leadership responsibilities, including workflow planning, resource allocation, and performance oversight.

Education

Internship Program - Economic Modeling and Evaluation in Health Care

Riga Stradins University
10.2020

Internship Program - Harvard Business Review

Riga Stradins University
08.2020

Bachelor of Dental Surgery -

Coorg Institute of Dental Sciences
Coorg
09.2014

Skills

  • Proficient in verbal communication
  • Experienced in flexible problem-solving
  • Collaborative team player
  • Experienced with Microsoft Office tools
  • Proven leadership skills
  • Critical thinking expertise
  • Client relationships
  • Relationship management expertise
  • Team development

LANGUAGES

English - Highly proficient

Timeline

Client Service Manager

SEB
03.2024 - Current

Bank Operations Specialist

SEB Global Services
08.2021 - 02.2024

Consultant Dental Surgeon

Self-employed
10.2014 - 07.2019

Internship Program - Harvard Business Review

Riga Stradins University

Internship Program - Economic Modeling and Evaluation in Health Care

Riga Stradins University

Bachelor of Dental Surgery -

Coorg Institute of Dental Sciences

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Rahul Roy