DEEPAK KUMAR
Rewari
Summary
A productive Relationship manager adept at assessing the financial needs of various clients and offering them banking and financial advisory with focus on applying knowledge of common financial products and services.
My Banking overall experience nearly 7 years.
Overview
7
7
years of professional experience
Work History
Service Delivery Manger (DM)
Indisnd Bank
06.2021 - Current
- Maintained, documented and presented progress reports to leaders.
- All activities Cash counter and all registers maintain.
- Conferred with customers each day to maintain current understanding of needs and preferences, resolve issues, and promote brand loyalty.
- Responded to customer needs by answering questions and providing detailed information about Product or Service.
Business Relationship Partner (DM)
Yes Bank
12.2018 - 06.2021
- New business aquistion like current account, OD and CC limit accounts
- Assisted customers with checking balances, responded to questions about accounts, resolved complaints, and supported on-line banking transactions
Assistant Aquistion Manger (AM)
Kotak Mahindra Bank
10.2017 - 10.2018
- New CaSa Aquistion add like Fd, General Insurance and Investment in branch
- Completed the assigned tasks of providing financial advice to customers in choosing financial products and services
Sales Officer(AM)
Axis Bank
01.2016 - 08.2017
- Manage clients' investment portfolios to ensure financial success
- Discuss major financial goals of clients to better understand their objectives
- Update clients and customers on their portfolio activity and success
Skills
- Basics Computer
- Microsoft Office (MS Word, PowerPoint, Outlook,
Good Knowledge of Excel 2010 for Reporting Purpose
Accomplishments
- M.com from MDU University Rohtak in 2014
Timeline
Service Delivery Manger (DM)
Indisnd Bank
06.2021 - Current
Business Relationship Partner (DM)
Yes Bank
12.2018 - 06.2021
Assistant Aquistion Manger (AM)
Kotak Mahindra Bank
10.2017 - 10.2018
Sales Officer(AM)
Axis Bank
01.2016 - 08.2017
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