Summary
Overview
Work History
Education
Skills
Timeline
OfficeManager

Abhishek

Banking
Nangal

Summary

Dynamic and attentive Senior Personal Banker specializes in retail banking, customer service and account management. Driven to help clients make responsible and financially beneficial decisions. Knowledgeable of branch operations and financial products to best support company and customers.

Overview

4
4
years of professional experience
5
5
years of post-secondary education
3
3
Languages

Work History

Branch Operations

Yes Bank Ltd
Nangal
09.2020 - Current
  • Resolved various issues impacting sales management and business operations.
  • Resolved customers queries and cross seeling products depends upon their needs.
  • Also handling cash flow tasks in the branch.
  • Achieve monthly revenue target.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Monitored customer accounts to detect irregularities or suspicious activity.
  • Processed deposits, withdrawals and ACH transfers accurately.
  • Expanded client base by promoting new financial products.
  • Followed up with customers to gather feedback and provide additional assistance.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Responded to customer inquiries regarding new accounts and account services.

Management Trainee

HDFC Bank Ltd
Una
03.2019 - 09.2020
  • Handled day-to-day customer or client questions via telephone or email.
  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Updated account information to maintain customer records.
  • Answered constant flow of customer calls with minimal wait times.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Participated in team meetings and training sessions to stay informed about product updates and changes.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Reached out to customers after completed sales to suggest additional service or product purchases.

Education

Master Of Business Administration - Finance And Marketing

Rayat Bahra University
Chandigarh
07.2016 - 05.2018

Bachelor In Commerce - Commerce

S.G.T.B Khalsa College
Shri Anandpur Sahib
06.2013 - 04.2016

Skills

Branch operations

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Timeline

Branch Operations

Yes Bank Ltd
09.2020 - Current

Management Trainee

HDFC Bank Ltd
03.2019 - 09.2020

Master Of Business Administration - Finance And Marketing

Rayat Bahra University
07.2016 - 05.2018

Bachelor In Commerce - Commerce

S.G.T.B Khalsa College
06.2013 - 04.2016

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Abhishek Banking