Summary
Overview
Work History
Education
Skills
Additional Information
Certification
Achievements
Languages
Timeline
Generic

Devvrat

Charkhi Dadri

Summary

To achieve a lead position in the banking or finance sector using all my expertise in the field of finance and management. To achieve professional recognition through honesty, hard work and dedicated sincerity.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Computer Clerk

The Bhiwani Central Cooperative Bank Ltd;Bhiwani
05.2013 - 08.2018
  • Responsible to do all types of banking operations like Deposits, payments, inward outward clearing operations.
  • Provided quality clerical support through data entry, document management, email correspondence, and overseeing operation of office equipment.
  • Interacted with customers by phone, email, or in-person to provide information.
  • Maintained filing system and organized customer documents for easy retrieval of information.
  • Drove customer loyalty and consistent sales through friendly service and knowledgeable assistance.

Deputy Manger

HDFC BANK LTD
08.2018 - Current
  • Working Experience of PB WD and Teller
  • PB –Welcome Desk To be the first point contact with the customer in the branch, provide customer service and product information
  • Responsible for processing of all customer instructions
  • Performing responsibilities as Deliverables Custodian, Locker Custodian
  • Handle all enquiries of Walk in Customer in branch
  • Responsible for Cross Sell & enhancing relationship with existing customers
  • Teller Responsible for enforcing adherence to set standards of the bank and ensuring regulatory (external & internal) compliance, including interaction with internal and statutory auditors
  • Client relationship management and customer services related to retail banking operations
  • Giving high quality customer service
  • Handling Cash transactions as well as Non Cash Transaction(RTGS ,NEFT, Fund Transfer)
  • Maintaining Proper Record of Vouchers
  • Reporting of suspense accounts, deferred accounts, accounts payable/ receivable,
  • Cross Sell of various banking products during customer dealing
  • Build up customer relationship
  • Personal Banker(Currently Working)
  • Managing Portfolio of potential customer to handle all financial and investment needs of these customers to give personal banking experience
  • Acquire new customers who meets product criteria Sales across all product segments-TPP, Assets, cards etc
  • Regular customer contact to establish needs of customer and opportunities to cross sell
  • Sourcing of Family accounts of existing customers and taking referrals
  • Increase liability size of relationship Utilizing the sales resources (BDR or Asset Coordinator) for better sales support
  • Achievement of income plans and other benchmarks of profile
  • Responsible for quality service delivered to managed customer
  • Conferred with customers each day to maintain current understanding of needs and preferences, resolve issues, and promote brand loyalty.

Education

Bachelor's of Commerce - Accounting And Business Management

MD University
Charkhi Dadri
05.2013

12th - Commerce

Vaish Senior Secondary School
Charkhi Dadri
05.2010

10th -

Vaish Senior Secondary School
Charkhi Dadri
04.2008

Skills

  • Leadership
  • Teamwork
  • Communication
  • Working under pressure
  • Sales and Influencing Skills
  • Customer Satisfaction

Additional Information

  • Achievements -, Certification of appreciation 7 times for getting Star Service Excellence Award in HDFC Bank Ltd for achieved sales targets. -Pan India 14th Position in HSL Bull Run Contest for National Fecilitation Event Goa. -MDRT South Korea (Life Insurance) Feburary 2023 Qualified.

Certification

  • Licensed IRDA
  • Licensed NISM

Achievements

  • I have qualified for 7 times Silver and rising star award during working on teller profile.
  • I got 14th rank PAN India in HSL Bull Run Contest and qualified for National Facilitation event Goa in 2021-22.
  • I have been qualified for MDRT South Korea Life Insurance objective 2022-23.
  • Qualified for Star award in Race to Glory(CASA) Contest 2022-23.

Languages

Hindi
Bilingual or Proficient (C2)
English
Advanced (C1)

Timeline

Deputy Manger

HDFC BANK LTD
08.2018 - Current

Computer Clerk

The Bhiwani Central Cooperative Bank Ltd;Bhiwani
05.2013 - 08.2018

Bachelor's of Commerce - Accounting And Business Management

MD University

12th - Commerce

Vaish Senior Secondary School

10th -

Vaish Senior Secondary School
Devvrat