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
Debt and credit management
Revenue Generation
Giving presentations
Analyzing performance
Developing customer relationships
Customer Relationship Management
Business planning
Cross-selling expertise
Business Development
Operations management
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