Anjali Kumari
Banker
Bengaluru
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
2
2
years of professional experience
Work History
Relationship Manager
ICICI Bank
Bangalore
06.2022 - Current
- ICICI Bank LTD - Bengaluru, India
- Handled cash operations as teller.
- ● Branch Operations, Compliance, Adherance, Service Request, Demat Section, Forex, Solving Customer queries and finding business opportunities etc.
- In Operations, I have processed many transactions, including:
- ● Passing Cheques, Issuing demand drafts, making tax payments, Completing BBMP transactions.
- ● The Demat section is a challenging sector in the bank because it involves corporate actions such as mergers and face value changes, Off-market & On-market transactions, Dematerialization, Rematerialization, Conversations of Demat holdings, Account Opening, When a customer comes to the bank with a physical document, we need to dematerialize it by uploading the document and checking whether the share is active in the market and has the correct face value. While uploading the document, we must
- cross-check all the watchlists to ensure that they are accurate. Only then can we proceed with the document.
- ● Maximised branch revenue by optimising operations.
- ● Conducted customer feedback surveys to improve service levels.
- ● Designed sales and service strategies to improve revenue and retention.
- ● AML/KYC - We will check the documents of the client or customer where the client has any previous account with us or any problems has been occurred before, based on the documents we will give category of the client. AML- Anti money laundering where we will get a pop up of the client where the money came or transferred to any other person we will keep track on the transaction and we will inform to customer and ask why this transaction has been happened.
- ● Service Request Process - Find a solution for the customer query, raise a service request (SR) for the query, Track the SR daily and ensure that it is opened or closed, if the SR is open, inquire with the SR team and resolving the same.
Education
B.com (Hons) - undefined
Babasaheb Bhimrao Ambedkar University
Muzaarpur, Bihar 01.2018 - 1 2021
Senior Secondary (12th) - undefined
Babasaheb Bhimrao Ambedkar University
Muzaarpur, Bihar 01.2018 - undefined
Matriculation (10th) - undefined
Holy Mission Senior Secondary School
Muzaarpur, Bihar 01.2016 - undefined
Skills
Knowledge of Finacle, Operations and sales
Awards
- Awarded for completing Personal Loan Target
- Awarded for completing 5 DMAT Accounts
- Awarded for completing Mutual Fund Target
Timeline
Relationship Manager
ICICI Bank
06.2022 - Current
B.com (Hons) - undefined
Babasaheb Bhimrao Ambedkar University
01.2018 - 1 2021
Senior Secondary (12th) - undefined
Babasaheb Bhimrao Ambedkar University
01.2018 - undefined
Matriculation (10th) - undefined
Holy Mission Senior Secondary School
01.2016 - undefined
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