Summary
Overview
Work History
Education
Skills
Certification
HOBBIES AND INTERESTS
Accomplishments
Disclaimer
LANGUAGES
Timeline
Generic

Ayushi tomar

Gurgaon

Summary

Dynamic retail banking professional with a proven track record at Axis Bank, excelling in client acquisition and retention. Skilled in KYC compliance and problem-solving, I effectively resolved client issues, enhancing trust and loyalty. Adept at cross-selling banking products, I consistently supported branch targets and compliance activities.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Retail banking, Bro (Branch realtionship officer)

Axis bank
10.2024 - Current
  • Contributed to branch business targets by assisting in strategic initiatives.
  • Conducted KYC verification and compliance checks.
  • Supported branch audits and compliance activities to ensure regulatory adherence.
  • Resolved client issues and complaints, enhancing trust and loyalty.
  • Actively engaged in daily operations

Service delivery manger

Indusind bank
09.2021 - 09.2024
  • Managed customer accounts, deposits, and banking transactions.
  • Cross-sold insurance, loans, and investment products to enhance customer engagement.
  • Compiled reports and maintained operational records to ensure accurate tracking of branch activities.
  • Facilitated branch audits and compliance activities to uphold regulatory standards.

Sales officer

IDFC FIRST BANK
04.2020 - 09.2021
  • Acquired casa accounts through targeted outreach, increasing customer base
  • Onboarded new customers by guiding through initial setup, enhancing customer satisfaction
  • Cross-sold products to existing customers during sales interactions, boosting overall sales

Admin

Parmount institute of english academy
01.2018 - 12.2019
  • Managed office operations, ensuring efficient workflow and support for staff and students
  • Provided academic counselling to students, guiding them in course selection and academic planning
  • Coordinated admission process and orientation, facilitating smooth transitions for new students

Education

BCOM -

Barkatullah univeristy
bhopal
01-2018

12 th -

MP BOARD
Bhopal
01-2015

10 th -

MP BOARD
Bhopal
01-2012

Skills

  • Retail Banking
  • Banking product expertise
  • Client acquisition
  • Account Management
  • Branch Operations
  • KYC compliance
  • KYC and AML compliance
  • Regulatory Compliance
  • CASA Acquisition
  • Cross-selling products
  • Credit Risk Assessment
  • Core Banking Software
  • CRM System
  • Microsoft Excel
  • Team Leadership
  • Customer Relationship Management

Certification

  • IRDA Certification
  • Digital marketing certification

HOBBIES AND INTERESTS

Dancing, Cooking, Explore new things, Playing badminton

Accomplishments

  • Recognized for customer service excellence
  • Recognized by ZOH for Term deposit booking for 100 cr
  • Tropy by BBH for CASA LCR Contest
  • Certification given by ZH for life insurance contest
  • Qualifying the contest on Insurance month on month
  • Awarded as Best girl of the school
  • Completed NSE (COMMERCIAL BANKING BEGINNERS MODULE )

Disclaimer

I hereby declare that the details and information given above are complete and true to the best of my knowledge .

LANGUAGES

  • Hindi
  • English
  • Other Languages

Timeline

Retail banking, Bro (Branch realtionship officer)

Axis bank
10.2024 - Current

Service delivery manger

Indusind bank
09.2021 - 09.2024

Sales officer

IDFC FIRST BANK
04.2020 - 09.2021

Admin

Parmount institute of english academy
01.2018 - 12.2019

BCOM -

Barkatullah univeristy

12 th -

MP BOARD

10 th -

MP BOARD
Ayushi tomar