Finacle
Ankit R Tiwari CITF,CIFE,CAIIB,JAIIB
Banker
Mumbai,MH
Summary
Accomplished Assistant Manager with in-depth experience consistently rising through ranks. Well-versed in sales, personnel management, accounting and inventory management. Dedicated to complete knowledge of company products and services for optimized customer service. Customer-focused professional with successful 2.5 year career in Banking sector. Dynamic successful applying Problem solving and Customer Service skills in busy business environment.
Overview
2
2
years of professional experience
4
4
years of post-secondary education
7
7
Certifications
3
3
Languages
Work History
Assistant Manager
Axis Bank Ltd
Wardha, Maharashtra
09.2018 - 03.2021
- Met with customers to assess needs and propose customized solutions.
- Consulted with representatives of regulatory agencies to complete accurate filings and uphold strict compliance.
- Recommended loan approvals and denials based on customer loan application reviews.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Conducted research on insurance packages and investment options to generate client recommendations.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Performed basic daily bookkeeping tasks.
- Assisted brokers and advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions.
Education
BBA - Accounting And Business Management
07.2014 - 04.2017
Post Graduation Diploma in Banking Service - Banking And Financial Support Services
09.2017 - 09.2018
Skills
Investment advice
Insurance decisions
Advanced financial analysis
MS Excel expert
Spreadsheet management
Financial Services
Certification
JAIIB Indian Institute of Banking and Finance
Software
CRM
Bank Internal software
Additional Information
Advanced Excel Documentation , Reporting , Corporate Presentation, Data Management and Power BI
- Applications of Excel, Formulas, Tricks, And Shortcuts, Speed and Efficiency
- MS Word, with Formatting in Word, Automate Mailing and Billing Process, Creating Formal Reports
- Create as well as deliver presentations, Responsible for Reporting, Analysis or Visualization, Front End Deliveries.
- Well Versed with Basic Excel, Manage, Present and Analyses Data of Any Kind, Create Dashboards Or MIS, Use VBA, Macros and Automate Processes.
- Adept at Excel, Master Pivots – Most Useful Excel Tool, Handles Large Volume of Data Faster, Business Interface for Excel.
Timeline
Assistant Manager - Axis Bank Ltd
09.2018 - 03.2021
Manipal School of Banking - Post Graduation Diploma in Banking Service, Banking And Financial Support Services
09.2017 - 09.2018
Dr Ambedkar Institute of Management Studies - BBA, Accounting And Business Management
07.2014 - 04.2017