MS OFFICE
AVANI GUPTA
PERSONAL BANKER
Indore
Summary
Result driven professional with a solid background in business development and client relationship management. Currently serving as a Personal Banker at HDFC Bank. Willing to do different set of roles using my skills for the betterment of the organization. Having a positive attitude and trouble shooting approach for finishing the work on time by self and within team.
Overview
69
69
years of post-secondary education
3
3
Certifications
2
2
Languages
Work History
Personal Banker
HDFC Bank
09.2024 - Current
- Cross-sold bank products and services to meet customer needs and provide options.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Leveraged advanced knowledge of banking products/services to deliver custom presentations that effectively addressed unique client needs.
Education
MBA - Finance
INSTITUTE OF MANAGEMENT STUDIES DAVV
04.2001 - 05.2024
B.A.L.L.B
DEVI AHILYA VISHWA VIDHYALAYA
04.2001 - 09.2021
PHYSICS, CHEMISTY, MATHS (PCM)
SICA SENIOR SECONDARY SCHOOL
04.2001 - 05.2015
SECONDARY SCHOOL
SICA SENIOR SECONDARY SCHOOL
04.2001 - 03.2013
Skills
- Customer service
- Branch operations
- Banking
- Cross-selling and upselling
- Relationship building and management
- Issues resolution
- Positive attitude
Software
Certification
NISM V A - MUTUAL FUNDS
Interests
READING BOOKS AND NOVELS
TEACHING AND FREELANCING
TRAVELLING
Timeline
IRDA
02-2025
NISM V A - MUTUAL FUNDS
11-2024
Personal Banker
HDFC Bank
09.2024 - Current
NISM XV - REASERCH ANALYST
10-2023
MBA - Finance
INSTITUTE OF MANAGEMENT STUDIES DAVV
04.2001 - 05.2024
B.A.L.L.B
DEVI AHILYA VISHWA VIDHYALAYA
04.2001 - 09.2021
PHYSICS, CHEMISTY, MATHS (PCM)
SICA SENIOR SECONDARY SCHOOL
04.2001 - 05.2015
SECONDARY SCHOOL
SICA SENIOR SECONDARY SCHOOL
04.2001 - 03.2013
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