Summary
Overview
Work History
Education
Skills
Personal Information
Awards
Timeline
Generic

Anjali Kumari

BANKER
Delhi

Summary

Skilled in the banking industry with a proven ability to handle sales calls and analyze customer needs. Possess expertise in providing detailed information on checking offers and general insurance products. Excel in generating CRM leads for loans and insurance, consistently following up with customers to ensure satisfaction. Committed to imparting valuable product knowledge to help customers meet their present and future personal needs.

Overview

3
3
years of professional experience
4
4
Languages

Work History

Virtual Relationship Manager

INDUSIND BANK (Grade-Assistant Manager)
09.2024 - Current
  • Developed long-lasting client relationships by providing exceptional service and personalized attention to their financial needs.
  • Leveraged digital channels effectively to maintain ongoing communication with clients, ensuring they were informed about relevant news or market developments affecting their portfolios.
  • Strengthened customer loyalty through consistent follow-up on inquiries and proactive communication of product updates.
  • Boosted sales performance by identifying cross-selling opportunities and effectively promoting suitable products to clients.

Phone Banking Officer

HDB Financial Services, Subsidiary of HDFC BANK.
12.2021 - 09.2024
  • Resolved transaction-related concerns efficiently.
  • Strengthened customer relationships through excellent communication skills, active listening, and understanding individual needs.
  • Reduced call wait times by prioritizing tasks effectively and managing time efficiently throughout shifts.
  • Enhanced customer satisfaction by efficiently handling high volume of inbound calls and addressing their banking needs.

Education

BACHELORS OF COMMERCE - Financial accounting, Income tax Company tax, law practices, Management accounting, Corporate accounting

University Of Delhi
01.2018 - 1 2021

MASTERS OF COMMERCE - International business environment, Accounting for managerial decesion, Marketing management, Financial management

IGNOU
01.2021 - 1 2023

Skills

Completed IRDA Exam Conducted by Insurance Institute of India

Personal Information

Date of Birth: 01/08/2000

Awards

Completed IRDA Exam Conducted by Insurance Institute of India.

Timeline

Virtual Relationship Manager

INDUSIND BANK (Grade-Assistant Manager)
09.2024 - Current

Phone Banking Officer

HDB Financial Services, Subsidiary of HDFC BANK.
12.2021 - 09.2024

MASTERS OF COMMERCE - International business environment, Accounting for managerial decesion, Marketing management, Financial management

IGNOU
01.2021 - 1 2023

BACHELORS OF COMMERCE - Financial accounting, Income tax Company tax, law practices, Management accounting, Corporate accounting

University Of Delhi
01.2018 - 1 2021
Anjali KumariBANKER