Amol Banagaiyya
Mumbai,MH
Summary
To work as a banker; bringing experience in customer handling and portfolio, as well as knowledge of operations activities with set policies and standards.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Customer Relationship Executive
State Bank of India
05.2022 - Current
- Strengthened customer relationships by providing timely and accurate information on products and services.
- Increased customer satisfaction through efficient handling of inquiries, complaints, and concerns.
- Assisted in the development of new marketing strategies to boost sales and revenue.
- To Onboarding HNI client to the SBI Wealth and Providing superior service like Investment, Portfolio Management.
Personal Banker
Yes Bank Ltd.
12.2021 - 05.2022
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Cross-sold bank products and services to meet customer needs and provide options.
- Promoted financial products by maintaining excellent service offering knowledge.
- Branch Teller
Branch Relationship Officer
IDFC First Bank Ltd.
12.2020 - 08.2021
- Boosted customer satisfaction by providing exceptional service and addressing client concerns promptly.
- Strengthened branch performance through effective cross-selling of bank products and services.
- Managed customer accounts, ensuring accuracy and up-to-date information for seamless transactions.
- Collaborated with team members to achieve branch targets and improve overall efficiency.
Customer Service Officer
Axis Bank Ltd.
08.2019 - 11.2020
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Responded to customer calls and emails to answer questions about products and services.
- Assisted call-in customers with questions and orders.
- Communicated with clients regarding account services, statements, and balances.
- Branch Teller
Education
MBA - Finance
Sanjivani College of Engineering & Department of MBA Kopargaon, Savitribai Phule Pune University
Kopargaon, India04.2018
BBA - Finance
Sangamner Nagarpalika Arts,D.J Malpani Commerce & B.N Sarda Science College Sangamner-4220605, Savitribai Phule Pune University
Sangamner, India04.2016
H.S.C. -
Shri Chatrapati Shivaji Vidyalaya Pathare, Maharashtra State Board Pune
01.2013
S.S.C. -
Shri Chatrapati Shivaji Vidyalaya Pathare, Maharashtra State Board Pune
01.2011
Skills
- Good Communication
- Analytical
- Technical
- Problem Solving
- Learning new Things
Certification
- NISM - Series-V-A: Mutual Fund Distributors Certification Examination
- Certified of Insurance Regulatory and Development Authority of India
- Certificate of Excellence for Successful completion of "Rupee Parichay" Training conducted by Nashik Currency chest in Axis Bank.
Participations
- Five day's Training programs of "Personal Branding" IIM Calcutta Event.
- Training program of "how to do Effective selling".
Summer Internship
AXIS Bank, 05/20/17 - 07/25/17, Analytical Study of Axis Bank Financial Product with Special reference to Mutual Fund Schemes in Axis Bank, To understand the various Financial Product & Mutual Fund Schemes of Axis Bank
Practical work in operation Area like RTGS, NEFT, Transfer, Cheque Clearing and Customer Service.
Generating leads for Investment product like Life Insurance, General Insurance, Mutual Fund, Fixed Deposits and Account Opening.
Confirmation
I confirm that, the above information is true and correct to the best of my knowledge.
Extracurricular Activities
Attended 3-day workshop on Advanced Excel Visited to Bombay Stock Exchange & National Stock Exchange
Projects
MBA Dissertation Project Topic "Demonetization Impacted on Mutual Funds In India" The project report on Working Capital Management in "Sangamner Taluka Sahakari Dudh Utpadak & Prakriya Sangha Ltd. Sangamner".
Timeline
Customer Relationship Executive
State Bank of India
05.2022 - Current
Personal Banker
Yes Bank Ltd.
12.2021 - 05.2022
Branch Relationship Officer
IDFC First Bank Ltd.
12.2020 - 08.2021
Customer Service Officer
Axis Bank Ltd.
08.2019 - 11.2020
MBA - Finance
Sanjivani College of Engineering & Department of MBA Kopargaon, Savitribai Phule Pune University
BBA - Finance
Sangamner Nagarpalika Arts,D.J Malpani Commerce & B.N Sarda Science College Sangamner-4220605, Savitribai Phule Pune University
H.S.C. -
Shri Chatrapati Shivaji Vidyalaya Pathare, Maharashtra State Board Pune
S.S.C. -
Shri Chatrapati Shivaji Vidyalaya Pathare, Maharashtra State Board Pune
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