Summary
Overview
Work History
Education
Skills
Certification
Timeline
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BHABANI SANKAR PATI

BHABANI SANKAR PATI

Associate Banking
Bhubaneswar

Summary

Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills.

Overview

7
7
years of professional experience
2
2
years of post-secondary education
1
1
Certification

Work History

Exclusive Banking Associate

Indusind Bank
Bhubaneswar
07.2023 - Current
  • Provide pro-active relationship coverage as per client's needs.
  • Build and deepen relationships with existing Excel and priority customers to achieve increase in share of wallet and revenues.
  • provide truly professional customer service to achieve a high level of customer satisfaction and retention.
  • Recommend improvements in operational processes,procedures and products based on monitoring of customer feedback to ensure constant enhancement of service levels and efficiency.
  • Educated customers on features and benefits of banking products and services.
  • Processed customer applications and approved loans in accordance with bank policy.
  • Continuous monitoring of client portfolios (quarterly reviews and annual rebalancing.
  • Maintained friendly and professional customer interactions.

Deputy Manager

Icici Bank
Jajpur
06.2022 - 07.2023
  • Evaluated suppliers to maintain cost controls and improve operations.
  • Performed statistical analyses to gather data for operational and forecast team needs.
  • Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
  • Prepared annual budgets with controls to prevent overages.
  • Conferred with customers each day to maintain current understanding of needs and preferences, resolve issues, and promote brand loyalty.
  • Eliminated functional bottlenecks by streamlining communication channels between management and employees.
  • Enhanced supervisory and leadership abilities by working closely with supervisor.

Personal Banker

Hdfc Bank
Bhubaneswar
06.2019 - 04.2022
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Expanded client base by promoting new financial products.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Backed up teller team by handling needs of new and existing customers at main counter.
  • Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
  • Maintained customer records and updated account information.

Sales Manager

Icici Prudential Life Insurance
Bhubaneswar
06.2016 - 04.2019
  • Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
  • Identified, hired and trained highly-qualified staff by teaching best practices, procedures, and sales strategies.
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
  • Met with clients, delivering presentations, and educating on product and service features and offerings.
  • Resolved customer issues quickly to close deals and boost client satisfaction.
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.

Education

Bachelor of Science - Information Technology Project Management

Ravenshaw University
Cuttack
05.2011 - 08.2013

Skills

    Interpersonal skill

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Certification

Certified Sap Fico Consultant

Timeline

Exclusive Banking Associate

Indusind Bank
07.2023 - Current

Certified Sap Fico Consultant

01-2023

Deputy Manager

Icici Bank
06.2022 - 07.2023

Personal Banker

Hdfc Bank
06.2019 - 04.2022

Sales Manager

Icici Prudential Life Insurance
06.2016 - 04.2019

Bachelor of Science - Information Technology Project Management

Ravenshaw University
05.2011 - 08.2013

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