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Hi, I’m
AVISHEK ROY
Private Banker
Krishnagar,WB
Summary
Dedicated Banking professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Accomplished banking professional bringing 9 + years of progressive experience establishing and servicing accounts. Proven skills in building long-lasting relationships by applying strong communication, critical thinking and planning abilities.
Results-focused Private Banker offering resourcefulness, work ethic and expertise in all areas of banking. Highly polished and driven individual with advanced understanding of sales, customer relations and goal planning.
Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies.
Familiar with diverse banking and investment products, deposit accounts and loans. Competent in setting up services, transferring funds and helping with complex transactions. Positive and upbeat with strong communication and problem-solving abilities.
Overview
9
years of professional experience
3
years of post-secondary education
3
Certifications
2
Languages
Work History
Axis BankNabadwip , West Bengal
Senior Manager Priority Banking
05.2017 - Current
Job overview
- Introduced higher standards for customer service and increased efficiency by streamlining operations.
- Took ownership of customer issues and followed problems through to resolution.
- Resolved concerns with products or services to help with retention and drive sales.
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Achieved client satisfaction and loyalty by establishing collaborative relationships, facilitating needs assessment.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Axis BankMalda, West Bengal
Customer Service Officer
04.2014 - 04.2017
Job overview
- Resolved concerns with products or services to help with retention and drive sales.
- Offered basic technical support for clients on wide range of company products.
- Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Recommended products to customers, thoroughly explaining details.
- Responded to customer requests for products, services and company information.
Axis BankMalda, West Bengal
Teller
12.2012 - 04.2014
Job overview
- Counted, verified and handled bank deposits and armored car transactions.
- Handled various accounting transactions.
- Maintained friendly and professional customer interactions.
- Established rapport with new clients to increase satisfaction and loyalty.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Education
Kalyani University Kalyani
Bachelor Of Commerce from Honors
06.2006 - 06.2009
Skills
- Banking operations knowledge
Accomplishments
- Achieved MDRT Boston 2022 by completing Life Insurance Goals with accuracy and efficiency.
Software
Certification
- SP Licencing Insurance
Interests
- Driving and Travelling.
Timeline
Senior Manager Priority Banking
Axis Bank
05.2017 - Current
- NISM Series VI
05-2017
- NISM Series V
05-2015
- SP Licencing Insurance
06-2014
Customer Service Officer
Axis Bank
04.2014 - 04.2017
Teller
Axis Bank
12.2012 - 04.2014
Kalyani University
Bachelor Of Commerce from Honors
06.2006 - 06.2009
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