Avatar Agrawal

• Assisted customers with account inquiries and transaction processing.
• Processed loan applications and conducted preliminary credit assessments.
• Maintained accurate records of transactions and client interactions in databases.
• Communicated effectively with clients to resolve issues and provide product information.
• Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
• Collected documents necessary for account opening and maintenance processes.

Learned banking processes - customer onboarding, KYC, and AML regulations.

Hand on exposure to account opening, loan processing, and product cross-selling.

Understood CBS (Core Banking System) Compliance and sales target strategies.

Developed communication and soft skills relevant to retail banking and client interaction.