BHARGAV TRIVEDI
Professional Banker
JAMNAGAR
Summary
Banking professional with an experience of 6 years in all aspects of retail banking including Integrated Online solutions for Savings Banks, Credit Cards, Loans, NRI Business Acquisition Engines for Asset/Liability Products, Customer Service, Investments, Outbound calling, Operations and Fraud Prevention while working across multiple roles in driving business by managing Product, platform & distribution network.
I am hardworking confident committed and self motivated individual and I take great pride in my work. I am an excellent team player and can be self starter when required.
Overview
8
8
years of professional experience
1
1
Language
Work History
CRO
Bandhan Bank
08.2023 - Current
- Resolved problems, improved operations and provided exceptional service.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Organized and detail-oriented with a strong work ethic.
- Strengthened communication skills through regular interactions with others.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Contributed to sales growth by upselling products and services based on individual customer requirements.
- Responded to customer requests for products, services, and company information.
CCR
Ujjivan Small Finance Bank
09.2021 - 08.2023
- Looking for customer service, back office work, sales, TPP, CASA, FD, weekly conduct Surprise Verifications
- Handling inbound customer service inquiries and problems for clients and various banking departments.
- Supported new employee training initiatives by providing guidance on best practices, enhancing overall team competency levels.
- Implemented feedback loops that encouraged continuous improvement among team members by sharing insights about exceptional service delivery techniques.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Assistant Manager of Sales
Axis Bank
03.2020 - 09.2021
- Assisted in the onboarding process for new clients, ensuring a smooth transition and setting the stage for long-lasting partnerships.
- Increased sales by building strong relationships with key accounts and understanding their unique needs.
- Established a reputation as a trusted advisor among clients by providing expert guidance on product selection based on their unique needs and goals.
- Handling Retails products like Saving,Current,TASC Account, Fixed & recurring deposits, all TPP products, all type of loan.
- Resolved customer complaints professionally, leading to improved customer relations and loyalty.
Sr. Executive Sales
Angel Broking Pvt Ltd
07.2018 - 09.2019
- Acquire new sub brokers.
- Guide them to how a do bussines.
- Developed strong relationships with cross-functional departments to support successful project execution.
- Enhanced team productivity by implementing efficient workflow processes and setting clear performance expectations.
- Conducted regular performance reviews, providing constructive feedback and coaching to facilitate continuous improvement among Sub Brokers.
Assistant Manager
Kotak Mahindra Bank
09.2016 - 07.2018
- All type of Accounts, Loans (HL, LAP, OD, CC, WC, BL, PL) Credit/Debit cards, Insurance (HELTH, PERSONAL, CAR), Deposits, and Mutual Funds, SIP.
- Boosted employee morale by recognizing outstanding performance and celebrating team accomplishments.
- Analyzed sales metrics and reporting data to identify trends, informing future strategy adjustments for increased success.
- Mentored junior team members, providing guidance on effective sales techniques and best practices for client relationship management.
- Streamlined sales processes by identifying inefficiencies and implementing innovative solutions to enhance productivity.
Education
12th GHSEB - Accounting And Statistics
Parvati Devi School
04.2001 -
Bachelors of Commerce - Accounting And Statistics
Shree V M Mehta Collage, SAURASHTRA UNIVERSITY
04.2001 -
Skills
Banking Operations Management
Positive Attitude
Team Leadership
Workload Management
Cash Management
Business Development
KYC Compliance
Customer Service
Loan Operations
TAT Management
Client Relationship Management
Strategic Planning
Area Of Exposure
- INTERNET SURFING
- MS-OFFICE
- TALLY
- AWARE OF ALL KIND OF OPERATING SYSTEM
- RETAIL MARKETING
- Finacle
- Flexcube
Cast
BRAHMIN
Personal Information
- Date of Birth: 11/01/1994
- Gender: Male
- Nationality: Indian
- Marital Status: Single
Timeline
CRO
Bandhan Bank
08.2023 - Current
CCR
Ujjivan Small Finance Bank
09.2021 - 08.2023
Assistant Manager of Sales
Axis Bank
03.2020 - 09.2021
Sr. Executive Sales
Angel Broking Pvt Ltd
07.2018 - 09.2019
Assistant Manager
Kotak Mahindra Bank
09.2016 - 07.2018
12th GHSEB - Accounting And Statistics
Parvati Devi School
04.2001 -
Bachelors of Commerce - Accounting And Statistics
Shree V M Mehta Collage, SAURASHTRA UNIVERSITY
04.2001 -