Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Additional Information
Timeline
Generic
Arnav Dixit

Arnav Dixit

Customer Success Manager
Himachal Pradesh

Summary

My objective is to develop a career in the ever-changing, challenging, and dynamic field of technology by giving the best of all my ability, and sincerity as to attain organizational goals thereby fulfilling my personal goals. Seeking a challenging position with an organization of repute to add further value over the expertise in identifying new viable avenues to augment business generation and optimizing client service levels through the delivery of outstanding services. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

3
3
years of professional experience
8
8
years of post-secondary education
3
3
Certifications
1
1
Language

Work History

Branch Relationship Officer

Axis Bank
Shimla, India
10.2022 - Current
  • Handling and Monitoring of all operations within compliance
  • Discussed financial options with clients and provided informed suggestions.
  • Met with members to understand goals and recommend solutions to fit specific needs.
  • Ensuring Client's satisfaction and happy faces
  • Involved in competency mapping, defining key roles, and conducting performance
  • Coordinating with different divisions and outsourcing agencies to give faster service to the clients and ensure minimum TAT
  • Worked with clients and finance companies to find optimal solutions for financing.
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
  • Worked with clients to provide competitive commercial banking solutions and retail financing plans.
  • Responded to customer requests for products, services, and company information.
  • Handled customer inquiries and suggestions courteously and professionally.
  • Utilized customer service software to manage interactions and track customer satisfaction.
  • Followed up with customers about resolved issues to maintain high standards of customer service.

Bank Teller

Axis Bank
Shimla, India
07.2020 - 09.2022
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Processed customer transactions promptly, minimizing wait times.
  • Educated customers on use of banking website and mobile apps.
  • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Reconciled cash drawer and resolved discrepancies.
  • Removed mutilated currency from circulation.
  • Assisted with training of new tellers on policies and procedures.
  • Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.

Education

Higher Secondary Education (12th)

Crescent Public Sen. Sec School
Banuri, Palampur
04.2008 - 01.2009

Senior Secondary Education (10th)

Crescent Public Sen. Sec School
Banuri, Palampur
04.2006 - 03.2007

Bachelor of Technology - Mechanical Engineering

Himalayan Institute of Engineering And Technology
Kala Amb
06.2009 - 06.2015

Post Graduate Diploma - Banking And Financial Support Services

Amity Global Business School
Noida
07.2019 - 12.2019

Skills

TECHNICAL SKILLS

Compliance risk management

Financial analysis

Complaint resolution

CRM

Technical Support

Administrative support

Staff education and training

Certification

NISM-Series-V-A: Mutual Fund Distributors Certification Examination /NISM Series-V-A

Affiliations

Standard Year Board/ University Institute

Additional Information

Different Set of tools used while performing actions in Banking

  • E CRM: Used the software as an effective tool for sales, service, lead generation, cross-sell and as it interacts with all aspects of customer applications on a real-time basis.
  • Ikloud: CTS (Cheque Truncation System) based reports for Branch wise summary, reject & return reports.
  • Omni Docs: Scan-based storage of documents and performing the action.
  • CIB: Corporate Internet Banking, enables the clients to activate their portal for routing the payments like NEFT, RTGS & IMPS, Tax Payments, Cheque Printing and Bulk payments.
  • Cbss: Tool used for Cheque validation through the system.
  • Paypro: DD (Demand Draft) & Cheque Printing through the portal for different clients.
  • AtPar: Dividend payout of Shares for the customer from this set of tool n their respective accounts.
  • Intellect: Handled the Outward & Inward Remittance
  • Prepaid Cards: Issuance of Prepaid & Multi-Currency Card. Also reloading, assigning the wallet, top-up the wallet
  • Tap P2P: Handling the Vendor Payment, purchasing items for Branch Usage, Creating Purchase Order, and generating the payments through Invoices.
  • Instakit: Handle the Branch Stock summary.
  • DLMS: A platform through which the customer's deliverables are handled, enquires, and handling the stock.
  • Eshop: Raising an intent through the Portal for the branch requirements.
  • CCMS: Currency Chest Management System, handles the Outward & Inward Cash remittance.
  • Branch Analytics: Analysis of the portfolio as Growing & Eroding of the Customer's Wealth, Products Per Customer. TDS & Statement generation of Savings and Current Account
  • GBM: TAX Payments of Customers & Clients through cash, Transfer & Cheque. PPF settlements and their statements generation.
  • MUD: Ministry of Urban Development, settles the payments received by Clearing, Transfer & Cash in the portal in their respective accounts. EFAX: Portal for routing the client in Central Processing Unit for generating the CIB addition & deletion of Users, changing the transaction rights, creating the fixed deposit for TRUST Accounts. Well-versed with MS Office and Internet Applications

Timeline

Branch Relationship Officer

Axis Bank
10.2022 - Current

Bank Teller

Axis Bank
07.2020 - 09.2022

Post Graduate Diploma - Banking And Financial Support Services

Amity Global Business School
07.2019 - 12.2019

Bachelor of Technology - Mechanical Engineering

Himalayan Institute of Engineering And Technology
06.2009 - 06.2015

Higher Secondary Education (12th)

Crescent Public Sen. Sec School
04.2008 - 01.2009

Senior Secondary Education (10th)

Crescent Public Sen. Sec School
04.2006 - 03.2007
Arnav DixitCustomer Success Manager