Summary
Overview
Work History
Education
Skills
Websites
Certification
Languages
Activities
Additional Information - Description
Personal Information
Timeline
Generic

CHAITALI SURESH SURVE

Maharashtra

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
1
1
Certification

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 land developers LLP
09.2020 - 01.2022
  • 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

Gattani Jajoo and company
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 - undefined

Maharashtra Board

HSC - undefined

Maharashtra Board

B.Com - undefined

Mumbai university

COMPANY SECRETARY - undefined

INSTITUTE

Skills

  • 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

Certification

Insurance Regulatory and Development Authority of India (IRDAI certified)

Languages

English
Hindi
Marathi
Gujarati

Activities

  • Dancing
  • Book reading
  • Badminton

Additional Information - Description

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.

Personal Information

Title: Deputy Manager

Timeline

Deputy Manager

HDFC BANK
03.2022 - 09.2025

Accountant

Gauri land developers LLP
09.2020 - 01.2022

Accountant

Gattani Jajoo and company
08.2018 - 08.2020

Banking Operations

NKGSB Co-operative bank Ltd
05.2017 - 06.2018

SSC - undefined

Maharashtra Board

HSC - undefined

Maharashtra Board

B.Com - undefined

Mumbai university

COMPANY SECRETARY - undefined

INSTITUTE
CHAITALI SURESH SURVE