Anjali Dhanak
Mumbai
Summary
Goal-driven and accomplished professional with over 3 years of proven track record in delivering exceptional results. Capable of handling responsibilities with an innovative and tactical perspective. Highly skilled in achieving collaborative outcomes, identifying and resolving creative problems, and streamlining processes.
Overview
1
1
year of professional experience
4
4
Languages
Work History
Bank Executive
Elastochemie Impex Pvt Ltd
9 2019
- Managed roles as a Banking Executive
- Handled Tally entries for TDS, Bank, and Foreign Exchange
- Prepared remittance for imports
- Opened Letters of Credit (LC) with Principals
- Conducted Bank Reconciliation
- Executed online payments
- Coordinated with banks and vendors
- Managed balance confirmations.
Service Officer
Kotak Mahindra Bank
06.2023 - Current
- Responsible for driving income through cross-selling of allied products and services, including loans, insurance, lockers, forex, debit/credit cards, mutual funds, etc
- Communicated with customers on a daily basis through customer visits, in-branch engagement, calling, and cross-selling to fulfill their requests and understand their requirements
- Maintained a sense of trust with customers and developed long-term relationships with them
- Developed high standards of ethics and integrity, working as per the rules and operating processes of banks
- Acquired customers through referrals
- Handled customer service requirements, such as account opening, DMAT account opening, grievances, liability product selling, liability on product features, and cheque book insurance
- Ensured speed and efficiency of service provided
- Went beyond the professional needs of customers by providing additional products, enhancing customer value
- Addressed customer needs related to cash, DDs, cheque deposits, general information, stop payments, and updating customer profiles
- Maintained speed and accuracy in transactions
- Provided a quality experience that ensured customer retention and positive word-of-mouth
- Ensured confidentiality in all banking transactions
- Rectified audit observations and formulated plans to avoid repetition of the same.
Education
Masters in Commerce -
University of Mumbai
Bachelors in Commerce - undefined
K. E. S. Shroff College
Higher Secondary Certificate - undefined
SSC - undefined
Skills
Problem Solving
Leadership
Strategic Planning
Adaptability
Public Relations
Time Management
Cross-Selling and Upselling
Customer Relationship Management
Customer Service Excellence
Product Knowledge (Loans, Insurance, Mutual Funds, etc)
Ethical Standards and Integrity
Effective Communication
Problem Resolution
Transaction Accuracy
Confidentiality Management
Audit Compliance
Timeline
Service Officer
Kotak Mahindra Bank
06.2023 - Current
Bank Executive
Elastochemie Impex Pvt Ltd
9 2019
Masters in Commerce -
University of Mumbai
Bachelors in Commerce - undefined
K. E. S. Shroff College
Higher Secondary Certificate - undefined
SSC - undefined
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