AYUSH BIJALWAN
RETAIL BANKER
RISHIKESH,UK
Summary
Familiar with diverse banking and investment products, including 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.
Managing the portfolio of RS 20 crores consisting of 400 customers of CA,SA AND TD accounts.
Overview
4
4
years of professional experience
2
2
Certification
2
2
Languages
Work History
BANKING
AXIS BANK LTD
RISHIKESH, UTTARAKHAND
01.2017 - Current
- Evaluate client financial positions and identified most appropriate banking products.
- Establishe new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Prospectes for new business through networking, community outreach and customer referral generation.
- Represented bank at community events to establish strong ties and promote business.
- Managing portfolio of accounts and monitored for issues in need of attention.
- Utilized CRM tool to generate leads.
- Help clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
- Assist customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Approach prospective clients through cold calling and emails to meet sales targets.
Education
BBA - Finance
05.2011 - 06.2016
MBA - Finance
07.2015 - 08.2016
Skills
Cash Handling
undefinedCertification
NISM,IRDA
Timeline
BANKING - AXIS BANK LTD
01.2017 - Current
SWAMI RAMA HIMALAYAN UNIVERSITY - MBA, Finance
07.2015 - 08.2016
O.I.M AND TECHNOLOGY - BBA, Finance
05.2011 - 06.2016
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