Summary
Overview
Work History
Education
Skills
Internshipprojects
Additional Qualifications
Confirmation
Personal Information
Extracurricular Activities
Certification
Interests
Timeline
Generic

Anup Chaudhari

Banker
Pune

Summary

To be a part of organization and face challenging environment, where I can utilize myself for achieving the goals of organization & learning new skills.

Overview

8
8
years of professional experience
2
2
Certifications
3
3
Languages

Work History

Branch Relationship Officer, Deputy Manager

AXIS Bank
9 2022 - Current
  • Process customer transactions and Service requests within a defined turnaround time (TAT) and ensure end-to-end closure
  • Engage with existing customers of the bank which are mapped to portfolio for offering additional products of the bank as per need of the customer (Eg Life insurance, General insurance, Mutual Funds, Loans etc)
  • Follow all compliance guidelines regulatory for each activity released from time to time
  • Ensure all audit requirements of the bank to meet audit rating
  • Participate and follow all drives are undertaken by the bank time to time.

Lobby Sales Officer CASA, Assistant Manager

YES Bank
09.2016 - 08.2022
  • Managing Front line sales & Business Development, Increase business revenue
  • Generating sales through Retail Liability Products Like CASA, FD, Trade/FX & GIB Accounts etc
  • Worked in the field of customer support and sales
  • Also manage routine operational Task at the branch
  • Master referral opportunities to grow the portfolio
  • Proactively source, acquire and expand high-value customer relationship by maximizing sale and service opportunities
  • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental Manage.

Education

M.B.A Finance -

M.C.A Management - undefined

B.C.A - undefined

Diploma - undefined

H.S.C - undefined

S.S.C - undefined

Skills

Self-motivated

Good Team Player

Quick learner

  • Financial product knowledge
  • Compliance Awareness
  • Cross-selling abilities
  • Internshipprojects

    • A CRITICAL ANALYSIS OF NON - PERFORMING ASSETS IN SCHEDULE COMMERCIAL BANKS AND WAYS TO MINIMIZE THE NPA’S., MBA
    • I have worked as interns at TECH-NEBULAS Pune on Project College ERP system (Website) on Accounting & Event Modules., MCA, TECH-NEBULAS Pune

    Additional Qualifications

    • AMFI & IRDA Certified
    • YES FORCE' (Front line Opportunity for Rapid Career Enhancement) Certification program of TimesPro in co-ordination with YES Bank.

    Confirmation

    I hereby confirm that all information stated above are correct.

    Personal Information

    Date of Birth: 02/10/1987

    Extracurricular Activities

    Volunteer at State level Technotic event in College. Training completed on “IT SKILLS FOR EMPLOYABILITY” conducted by Sakal International Learning Centre, Pune.

    Certification

    NISM

    Interests

    NET SURFING

    LISTENING MUSIC

    Timeline

    IRDA

    09-2023

    NISM

    09-2022

    Lobby Sales Officer CASA, Assistant Manager

    YES Bank
    09.2016 - 08.2022

    Branch Relationship Officer, Deputy Manager

    AXIS Bank
    9 2022 - Current

    M.B.A Finance -

    M.C.A Management - undefined

    B.C.A - undefined

    Diploma - undefined

    H.S.C - undefined

    S.S.C - undefined

    Anup ChaudhariBanker