Akshita Varshney
Meerut
Summary
Enhanced customer satisfaction and streamlined operations through effective problem-solving, resulting in significant improvements in service delivery.
Overview
1
1
year of professional experience
Work History
Money Officer
Au Small Finance Bank
Meerut, India
06.2025 - 03.2026
- Collaborated with emergency service teams to streamline operations.
- Managed cash oversight processes to ensure accurate financial tracking.
- Assisted in managing dual control vaults to maintain security and accuracy. Supported team members in daily operations to ensure compliance with protocols. Contributed to inventory checks to uphold accountability standards.
- Implemented comprehensive financial planning strategies to enhance resource allocation efficiency.
- Currency exchanges
- Operations
- Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
- Helped meet changing demands by recommending improvements to business systems or procedures.
- Gathered, organized and input information into digital database.
- Know your customer
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
- Conducted regular reviews of operations and identified areas for improvement.
- Helped customers complete purchases, locate items, and join reward programs.
- Addressed customer needs and made product recommendations to increase sales.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Educated customers on use of banking website and mobile apps.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Operated cash register to record transactions accurately and efficiently.
- Processed customer transactions promptly, minimizing wait times.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Executed precise, high-volume money counting utilizing both manual and automated methods.
- Assisted customers in setting up online banking accounts for improved service access.
- Managed document preparation for account closures and fund transfers efficiently.
- Developed effective improvement plans in alignment with goals and specifications.
Education
MBA - Banking And Finance
Banasthall Vidhyapeeth
Niwai, Jaipur05-2025
Bachelor of Commerce - Basic Finance
Banasthali Vidhyapeeth
Niwai, Jaipur05-2023
Skills
Banking relationship management
Prospect calling
ATM balancing
Promoting products
Consumer banking
Daily ledgers
Money transfers
Cash oversight
Dual control vaults
Financial planning
Currency exchanges
Operations
Know your customer
Report writing
Work coordination
Timeline
Money Officer
Au Small Finance Bank
06.2025 - 03.2026
MBA - Banking And Finance
Banasthall Vidhyapeeth
Bachelor of Commerce - Basic Finance
Banasthali Vidhyapeeth