Summary
Overview
Work History
Education
Skills
Timeline
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ANAND YADAV

RAJAPURI

Summary

Dynamic financial professional with extensive experience at JANA SMALL FINANCE BANK, excelling in financial planning and effective communication.Track record in developing tailored banking solutions and enhancing client relationships, leveraging problem-solving skills to drive customer satisfaction and operational efficiency. Committed to continuous learning and delivering exceptional service.

Overview

8
8
years of professional experience

Work History

MANAGER

JANA SMALL FINANCE BANK
MEERABAGH
07.2024 - Current
  • Provided guidance on financial planning and investment options.
  • Assisted clients with product selection and banking services.
  • Collaborated with teams to develop tailored banking solutions for clients.
  • Educated clients on digital banking tools and services available.
  • Resolved client inquiries and issues efficiently through effective communication.
  • Provided advice and assistance to customers on financial planning, budgeting, investments, mortgages, loans, insurance and other banking services.
  • Reviewed customer portfolios regularly in order to identify any potential risks or opportunities for growth.
  • Generated leads through networking events, referrals and cold calling prospects.

DEPUTY MANAGER

IDFC FIRTS BANK
DWARKA SECTOR 12
07.2023 - 04.2024
  • Organized client events to enhance engagement and strengthen relationships.
  • Identified customer needs, developed customized solutions, and provided knowledgeable advice.
  • Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
  • Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
  • Maintained accurate records of all client interactions within the company's CRM system.
  • My responsibilities are acquire new customer, maintaine exisiting clients of banks and do cross-sell to customers.

SENIOR OFFICER

FINCARE SMALL FINANCE BANK
DWARKA
06.2022 - 04.2023
  • Managed day-to-day operations of gold services department.
  • Analyzed market trends to enhance service offerings in gold sales.
  • Facilitated communication between departments to improve workflow efficiency.
  • Maintained up-to-date knowledge of products and services offered by the company.
  • Ensured compliance with relevant laws and regulations pertaining to the provision of gold services.

ASSITANT MANAGER

MANAPPURAM FINANCE LIMITED
11.2017 - 06.2022
  • Monitored compliance with regulatory requirements in financial transactions.
  • Developed reports on team performance and operational efficiency metrics.
  • Resolved client inquiries and issues effectively to ensure satisfaction.
  • Ensured compliance with safety regulations and company policies.
  • Provided guidance and support to junior staff members on daily tasks and objectives.
  • Coordinated with other departments to ensure smooth flow of operations.
  • Developed and implemented sales strategies to increase revenue of new home sales.

Education

BACHELOR OF COMMERCE -

MAHATMA GANDHI KASHI VIDYAPETH
VARANASI
06-2017

SENIOR SECONDARY -

D N I C GAURAHI TEKRADIH COLLEGE
JAUNPUR,UTTAR PRADESH
06-2014

High School Diploma -

ST. XAVIER'S INTER COLLEGE
JAUNPUR,UTTAR PRADESH
06-2012

Skills


  • Problem solving
  • Continous Learning
  • Effective communication
  • Active listening
  • Financial planning

Timeline

MANAGER

JANA SMALL FINANCE BANK
07.2024 - Current

DEPUTY MANAGER

IDFC FIRTS BANK
07.2023 - 04.2024

SENIOR OFFICER

FINCARE SMALL FINANCE BANK
06.2022 - 04.2023

ASSITANT MANAGER

MANAPPURAM FINANCE LIMITED
11.2017 - 06.2022

BACHELOR OF COMMERCE -

MAHATMA GANDHI KASHI VIDYAPETH

SENIOR SECONDARY -

D N I C GAURAHI TEKRADIH COLLEGE

High School Diploma -

ST. XAVIER'S INTER COLLEGE

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