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
undefinedCertification
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
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