Summary
Overview
Work History
Education
Software
Certification
Timeline
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Arpit Mathur

Arpit Mathur

Retail Banker
Jaipur

Summary

A highly motivated and experienced banking professional with extensive knowledge of bank operations and procedures. Proven ability to manage and lead teams to achieve operational excellence and maximize efficiency.

Providing Expert guidance on Products and Services, ensuring Customers Receive Up-to-date information.

Overview

7
7
years of professional experience
2
2
Certifications
2
2
Languages

Work History

Personal Banker-Teller Authorizer

HDFC Bank
04.2023 - Current
  • Preparing MIS for Customer Account Opening Details.
  • Maintaining customer databases (account details, KYC, Locker Rent Due Report)
  • Storing customer data, loan details, and transaction history
  • Preparing balance sheets, P&L statements, and financial reports.
  • Surprise verification of Bulk Stock held at branch / Deliverables held at branch
  • Maintained accurate records, ensuring timely processing of invoices, payments, and financial reports.
  • Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc)
  • Monitor and supervise all operational activities of branch on daily basis and ensure satisfactory audit ratings for branch.
  • Fortnightly surprise verification of branch ATMs.
  • Achieved Good Audit Rating in Branch Operations & Compliances

Head Teller

IDFC FIRST BANK LTD
04.2022 - 04.2023
  • Creating MIS (Management Information System) reports
  • Tracking loans, deposits, and investments
  • Excel dashboards for management to track KPIs
  • Monitoring suspicious transactions
  • Assisted customers with banking needs and inquiries.
  • Promoting all direct banking channels and ensuring that customer is utilizing the same
  • Monitoring & Preparing of pending register and instructions at branch.
  • Reconciled cash and cheques against computer records at the end of business hours.

Customer Service Officer

Axis Bank Ltd.
09.2018 - 04.2022
  • Preparing and Maintaining MIS Related to Customer's high value Financial Transaction Details On Excel in Structured way.
  • Preparing Customer's Locker Allotment Reports.
  • Maintained up-to-date knowledge of product and service changes.
  • Tracking anti-money laundering (AML) alerts using conditional formatting
  • Handle high volume day to day customer transactions like NEFT, RTGS, Fund Transfers along with various other customer Requests.
  • Timely and Error Free processing of customer transactions and Requests.
  • Review of all mandatory reports at branch.
  • Maintain lobby and ensure all customers are attended
  • Achieved My CASA Growth Target and win a Domestic Trip to Chennai sponsored by Bank.

Education

PGDBS - Banking And Services

MANIPAL ACADEMY OF BANKING
Bengaluru, India
04.2001 -

BCA - Computer Applications

Birla Institute of Technology
Jaipur, India
04.2001 -

Software

Proficiency in MS Office Applications

Proficiency in Excel

Proficiency in Finacle

Proficiency in FlexCube

Proficiency in Sales force Crm & Crm Next

Proficiency in TCS BaNCS

Certification

SP Certified: Certification issued by IRDA for doing Life insurance Business

Timeline

Personal Banker-Teller Authorizer

HDFC Bank
04.2023 - Current

Head Teller

IDFC FIRST BANK LTD
04.2022 - 04.2023

Customer Service Officer

Axis Bank Ltd.
09.2018 - 04.2022

PGDBS - Banking And Services

MANIPAL ACADEMY OF BANKING
04.2001 -

BCA - Computer Applications

Birla Institute of Technology
04.2001 -
Arpit MathurRetail Banker