AKSHAT KUMAR
Budaun
Summary
Dynamic banking professional with experience at Central Bank of India, excelling in financial analysis and customer service. Proven ability to enhance operational efficiency and build strong client relationships, ensuring compliance and accuracy in account management. Adept at adapting to new challenges while promoting tailored banking solutions to meet diverse client needs.
Overview
1
1
year of professional experience
Work History
Apprentice
Central Bank of India
09.2023 - 08.2024
- Assisted in the opening and closing of various accounts including saving, salary and minor accounts, ensuring adherence to regulatory guidelines and maintaining accuracy in documentation.
- Entered and updated client information into banking systems for new account openings and amendments, maintaining up-to-date and accurate record to ensure compliance.
- Processed account amendments including change of address, nominee updates, and personal details modifications, ensuring smooth transitions and timely updates in line with customer requests.
- Ensuring that all transactions and account openings complied with internal policies and regulatory standards, maintaining thorough documentation to avoid discrepancies.
- Assisted in customer retention by promoting and explaining relevant banking products and services that created to their financial needs, strengthening client relationships.
Education
MBA - Business Management
Narsee Monjee Institute of Management Studies
Mumbai, MH, India01.2024
B.tech - Electronics and communication
Dit University
Dehradun, UK, India01.2019
Skills
- Financial Analysis & Reporting
- Customer Service Orientation
- Operational Efficiency
- Risk assessment understanding
- Relationship building
- Technical aptitude
- Adaptable learning
Timeline
Apprentice
Central Bank of India
09.2023 - 08.2024
MBA - Business Management
Narsee Monjee Institute of Management Studies
B.tech - Electronics and communication
Dit University
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