Bhoomi Trivedi
Mumbai
Summary
Goal oriented personal banker with banking experience of more than 3+ years and nurturing sustainable relaonships with customers. Adept at evaluang customer concerns and needs to provide them with bank services and products that facilitate the aainment of their financial goals.
Overview
5
5
years of professional experience
Work History
Deputy Manager
HDFC BANK
Mumbai
04.2024 - Current
- Monitored daily operations and ensured compliance with company policies and regulations.
- Attained existing client financial targets and generated new client base.
- Oversee administration of various client services.
- Manage relationships with existing clients
- Establish and execute sales plan to ensure that revenue targets are met.
- Builds, develops, and maintains profitable lending and deposit relationships with new and existing customers. Consults with customers and prospects at their places of business in order to understand their current business practices and identify their financial goals and needs.
Assistant Manager
KOTAK MAHINDRA BANK
Mumbai
09.2019 - 02.2023
- Managing daily banking operations such as Cash, non cash transactions, remittance, customer service request
- Consistently deal with customer requests, helping the branch achieve the highest customer satisfaction rate in the region
- Over exceeded the targets by cross selling products
- Crossing selling products such as life insurance, mutual funds, demat account, savings account, current account, health insurance
- Created and coordinated the communication and promotion policy of the brand
- Handling customer escalations and providing resolution within the given TAT period.
Education
Master's - Accounts and Finance, Advance Accounting and Finance
KES SHROFF COLLEGE
Mumbai, Maharashtra, India01.2018
Bachelor's - Accounting and Finance
KES SHROFF COLLEGE
Mumbai, Maharashtra, India01.2017
COMMERCE
KES SHROFF COLLEGE
Mumbai, Maharashtra, India01.2014
Dr Sarvepalli Radhakrishnan Vidyalaya School
Mumbai, Maharashtra, India01.2012
Skills
- CUSTOMER SERVICE
- CUSTOMER SATISFACTION
- MANAGEMENT
- PROBLEM SOLVING
- INVESTMENT MANAGEMENT
- COMMUNICATIONS
- PLANNING
- GOAL ORIENTED
- DIPLOMACY
- REMITTANCE
- FINANCIAL PLANNING
- DEMAT ACCOUNT
- HANDLING CUSTOMER ESCALATIONS
- BANKING OPERATIONS
Timeline
Deputy Manager
HDFC BANK
04.2024 - Current
Assistant Manager
KOTAK MAHINDRA BANK
09.2019 - 02.2023
Master's - Accounts and Finance, Advance Accounting and Finance
KES SHROFF COLLEGE
Bachelor's - Accounting and Finance
KES SHROFF COLLEGE
COMMERCE
KES SHROFF COLLEGE
Dr Sarvepalli Radhakrishnan Vidyalaya School
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