Amit Shukla
New Delhi
Summary
Proven Personal Banker at HDFC Bank, adept in relationship building and upselling, significantly enhancing branch operations and sales growth. Leveraged banking expertise and portfolio assessment skills to exceed customer expectations and foster branch loyalty. Excelled in advising on financial products, achieving notable client satisfaction and retention.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Personal Banker
HDFC Bank
06.2021 - Current
- Assisted and advised customers on using online and mobile banking systems.
- Provided customer service to clients, including answering questions and resolving issues.
- Maintained and built strong client relationships through quality, personalized interactions.
- Alleviated issues quickly by getting in touch with customers and explaining steps for successful resolution.
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Cross-sold banking products such as credit cards, loans and investments.
- Advised customers on various financial products available from the bank.
- Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
- Recognized opportunities for cross-selling additional banking products or services.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Education
Post Graduate Diploma in Sales And Relationship Banking - Banking And Finance
Manipal Academy of Higher Education
Banglore02-2021
B.com - Commerce
University of Delhi
New Delhi06-2015
Skills
- Banking
- Portfolio assessment
- Upselling
- Relationship building
- Sales growth
- Branch operations
Accomplishments
- Awarded as best performer in Life Insurance and qualified for MDRT Budapest.
- Awarded as best performer in CASA and Liabilties.
- Qualified various contest in loan and health insurance .
Certification
- NISM Series V-A:Mutual Fund Distributer Certification
- Insurance Regulatory and Development Authority of India(IRDAI) Certification
Timeline
Personal Banker
HDFC Bank
06.2021 - Current
Post Graduate Diploma in Sales And Relationship Banking - Banking And Finance
Manipal Academy of Higher Education
B.com - Commerce
University of Delhi
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