CHAITALI SURESH SURVE
Dahisar East
Summary
Dynamic banking professional with extensive experience at HDFC Bank, excelling in customer engagement and revenue generation through effective sales strategies. Proven expertise in operations management and compliance, complemented by strong interpersonal skills. Adept at fostering relationships and delivering tailored banking solutions, ensuring exceptional customer service and satisfaction.
Overview
8
8
years of professional experience
Work History
Deputy Manager
HDFC BANK
03.2022 - 09.2025
- Managed withdrawals and deposits according to customer requirements, executing instructions effectively.
- Promoted additional bank services to clients, enhancing revenue through cross-selling.
- Controlled and monitored teller cash levels to maintain operational efficiency.
- Handled transaction-related inquiries and escalations, ensuring timely resolutions.
- Addressed customer queries promptly, providing effective solutions to uphold service standards.
- Developed relationships with mapped customers to deepen engagement and revenue generation.
- Fostered trust by delivering exceptional customer service and tailored banking solutions.
- Strong knowledge of banking products and services.
- Processed international money transfers through various channels, including online banking, mobile banking, and branch locations.
Accountant
Gauri group of companies
09.2020 - 12.2022
- Executed bank reconciliation to ensure accuracy in financial records.
- Managed accounts payable and receivable processes for timely transactions.
- Utilized Microsoft Excel for data analysis and reporting.
- Conducted tally work to maintain precise financial documentation.
Accountant
Navkar associates
08.2018 - 08.2020
- Executed bank reconciliations to ensure accurate financial records.
- Performed billing tasks to maintain revenue flow.
- Conducted audits to identify discrepancies and enhance compliance.
- Utilized Excel for data analysis and reporting.
- Completed tally work to support financial integrity.
Banking Operations
NKGSB Co-operative bank Ltd
05.2017 - 06.2018
- Managed fixed deposit operations, ensuring accurate documentation and back-office processes.
- Maintained strong relationships with customers to enhance service satisfaction.
- Executed account modifications and transaction instructions with precision.
- Addressed customer inquiries to guarantee satisfaction with banking services.
- Performed various tasks across the bank to support operational needs.
Education
SSC -
Maharashtra Board
HSC -
Maharashtra Board
B.Com -
Mumbai university
COMPANY SECRETARY -
INSTITUTE
MUMBAISkills
- Proficient in Microsoft
- Product and service sales
- Compliance knowledge
- Effective communication
- Strong interpersonal skills
- Leadership experience
- Customer support excellence
- Building relationships
- Sales strategies
- Operations management
- Retail operations management
Languages
- English
- Hindi
- Marathi
- Gujarati
Additional Information
Insurance Regulatory and Development Authority of India (IRDAI certified), an experienced professional banker having ample knowledge in the banking sector with respect to cash transactions, credit cards, funds transfer, term deposits, cross-selling of products, life insurance, facilitate international transactions through remittance services etc Highest level of customer service, resolving queries and complaints within TAT., Leadership, Team Player, Goal Setting and Advanced Excel.
Activities
- Dancing
- Book reading
- Badminton
Timeline
Deputy Manager
HDFC BANK
03.2022 - 09.2025
Accountant
Gauri group of companies
09.2020 - 12.2022
Accountant
Navkar associates
08.2018 - 08.2020
Banking Operations
NKGSB Co-operative bank Ltd
05.2017 - 06.2018
SSC -
Maharashtra Board
HSC -
Maharashtra Board
B.Com -
Mumbai university
COMPANY SECRETARY -
INSTITUTE
Similar Profiles
KAMALA SUBRAMANIANKAMALA SUBRAMANIAN
Senior Vice President and Unit Head at HDFC Bank Limited, HDFC BankSenior Vice President and Unit Head at HDFC Bank Limited, HDFC Bank
Jignesh PatelJignesh Patel
Relationship Manager at HDFC Sales Pvt. Ltd. (Group Company Of HDFC Bank)Relationship Manager at HDFC Sales Pvt. Ltd. (Group Company Of HDFC Bank)
Prodip SahaProdip Saha
Collection Officer at HDFC Bank, Bajaj Finance, Axis Bank, IDFC BankCollection Officer at HDFC Bank, Bajaj Finance, Axis Bank, IDFC Bank
Rajan GargRajan Garg
Assistant Manager at HDFC Bank LTD (HDFC Sales Pvt Ltd)Assistant Manager at HDFC Bank LTD (HDFC Sales Pvt Ltd)
SANTOSH RAMACHAL YADAVSANTOSH RAMACHAL YADAV
Application Support Engineer at Robinhood Insurance Broker LtdApplication Support Engineer at Robinhood Insurance Broker Ltd