Dedicated banking professional with 5.2 years of experience in providing excellent customer service and high quality financial offering to the customers. Currently working with HDFC Bank Ltd. as Personal Banker at Noida Sector 18 Branch.
Overview
5
5
years of professional experience
10031
10031
years of post-secondary education
1
1
Certification
Work History
Personal Banker Welcome Desk (HNW) Deputy Manager
HDFC BANK LTD
Noida
02.2023 - Current
Attend and Service the requirements of all Managed High Networth Customers visiting at the Branch
Boosted sales of bank products through effective cross-selling and up-selling techniques.
Assist RMs in servicing the Managed Customer Base in their portfolios
Handling escalations of Managed Customers for their service requirements
Assisting RMs with Form filling / completion of documentation for processing of Customer instructions including LC/ BG / Forex transaction documentation
Resolve Customer complaints received at Branch for Managed Customers.
Contribute effectively to branch sales through inbound interactions / references / Lobby to cross sell banking products like FD ,Life insurance, MF, CASA
Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
Branch Relationship Officer
CSB BANK LTD
New Delhi
10.2022 - 01.2023
Identifies business opportunities by identifying prospects
Sells products by establishing contact and developing relationship with prospects
Contribute effectively to branch sales through inbound interactions / references / walking customers
Maintains relationships with clients by providing supports information and guidance researching and recommending new opportunities profits and services improvements
Sr Sales Officer ( Credit Card )
AU SMALL FINANCE BANK LTD
Noida
02.2021 - 08.2022
Identify and convert potential customers into credit card holders.
Collect and verify KYC (Know Your Customer) documents, income proofs, and applications.
Explain various card features, reward points, annual fees, and eligibility criteria.
Maintain rapport with corporate HRs and channel partners for recurring leads.
Ensure all sales practices follow banking regulations and ethical standards.