Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Dilip Kumar

Balotra

Summary

Experienced in customer onboarding and relationship management within retail banking, demonstrating a strong ability to assist clients with online banking channels and account opening processes. Successfully facilitated lead generation for various banking products, ensuring compliance with KYC documentation requirements. Proven track record in delivering sales pitches for insurance and investment products, contributing to overall client satisfaction and retention. Skilled in managing documentation and operational processes related to account management, enhancing efficiency in service delivery.

Overview

5
5
years of professional experience
3
3
years of post-secondary education

Work History

Support Assistant

State Bank of India
Patodi
09.2020 - Current
  • Customer delight and assistance for onboarding Online Banking channels
  • Lead generation for Retail banking products
  • Saving And Current Account onboarding assistance
  • Sales pitch for Sbi life , General insurance, Mutual Funds And Govt Policies
  • Banks parcel management
  • Overall documentation for Account Opening and KYC

Education

Bachelor of Arts -

Vardhaman Mahavir Open University, Kota
Kota
07.2020 - 07.2023

Govt Sen Sec School, Barnama Jageer
Patodi

Skills

  • Customer onboarding
  • Retail banking
  • Sales strategy
  • KYC documentation

Languages

Hindi
First Language
English
Beginner (A1)
A1

Timeline

Support Assistant

State Bank of India
09.2020 - Current

Bachelor of Arts -

Vardhaman Mahavir Open University, Kota
07.2020 - 07.2023

Govt Sen Sec School, Barnama Jageer
Dilip Kumar