Summary
Overview
Work History
Education
Skills
Area Of Exposure
Cast
Personal Information
Timeline
Generic
BHARGAV TRIVEDI

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

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 -
BHARGAV TRIVEDIProfessional Banker