BISWAJIT JANA
KOLKATA
Summary
Reliable banking professional demonstrating a high level of ownership and initiative. Possessing exceptional work ethic and desire to go above and beyond to exceed company expectations. Offering a knack for building productive working relationships. Successful in fast-paced, deadline-driven environments to manage goals and team development. History of thriving in team-oriented environments.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Branch Relationship Officer
AXIS BANK LTD.
KOLKATA
11.2023 - Current
- Developed and maintained relationships with customers and assisted in generating sales opportunities.
- Discussed ideas and implement strategies to improve operational efficiency, adding value and aiding business performance for continuous improvement.
- Managing a portion of the team's daily deliverables, assisting with tasks, and acting as senior point of escalation where appropriate.
Customer Service Representative
CITIBANK NA.
KOLKATA
06.2009 - 07.2023
- Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
- Upheld quality control policies and procedures to increase customer satisfaction and met internal as well as regulatory compliance requirements.
- Streamlined data collection and reporting processes, reducing manual effort and improving data accuracy, leading to faster and more reliable insights.
Senior Customer Service Executive
RELIANCE SECURITIES LTD.
KOLKATA
03.2008 - 05.2009
- Ensured adherence to Know Your Customer (KYC) and Anti-Money Laundering (AML) guidelines while onboarding clients.
- Managed customer service desk with efficiency.
- Exceled in cross-selling investment products.
Junior Officer
HDFC BANK LTD
KOLKATA
08.2004 - 02.2008
- Managing Depository Services Desk(Demat Services) at a major branch of HDFC Bank Ltd.
- Efficiently process credit card applications, ensuring accuracy and adherence to the bank's credit policies and procedures.
SENIOR SYSTEM SUPERVISOR
DPS TECHNOLOGY PVT LTD
KOLKATA
11.2002 - 08.2004
- Demonstrated leadership in multiple functional areas of content conversion projects.
- Maintained operating schedules to provide effective coverage for key areas and achieve objectives.
- Evaluated processes and employee strengths to realign workflows with changing business demands.
Education
Bachelor of Commerce - Accounting And Business Management
05-2002
Skills
- Banking operations
- Loan Processing
- Financial advisory
- Credit analysis
- Goal-Oriented
- Sales proficiency
- Regulatory Compliance
- Critical Thinking
- Problem-solving aptitude
- Adaptability
- Risk Mitigation
- Effective Communication
- Team Collaboration
- Goal Setting
- Strategic Planning
- Interpersonal Skills
Certification
- NISM-Series-VI: Depository Operations Certification Examination, (09/2023)
- NISM-Series-VA: Mutual Fund Distributors Certification Examination, (01/2024)
- Basics of Analytics and Data Science, Coding and machine learning Using R and Python. Advanced functionalities of MS Excel, (12/2021)
Languages
Bengali
First Language
English
Proficient (C2)
C2
Hindi
Intermediate (B1)
B1
INTERESTS
- Football
- Yoga and Fitness
- Photography
- Food and Travel
REFERENCES
- Abhishek Khudania, Executive Director at Client Associates, Contact : abhishekkhudania@clientassociates.com - 9022022102
Timeline
Branch Relationship Officer - AXIS BANK LTD.
11.2023 - Current
Customer Service Representative - CITIBANK NA.
06.2009 - 07.2023
Senior Customer Service Executive - RELIANCE SECURITIES LTD.
03.2008 - 05.2009
Junior Officer - HDFC BANK LTD
08.2004 - 02.2008
SENIOR SYSTEM SUPERVISOR - DPS TECHNOLOGY PVT LTD
11.2002 - 08.2004
UNIVERSITY OF CALCUTTA - Bachelor of Commerce, Accounting And Business Management
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