Dimple K A
Personal Banker
Bangalore
Summary
Organized financial professional aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services and branch operations. Overall 4.6 Years of experience in conscientious customer handling with solving problems creatively and using tact and diplomacy to achieve win-win outcomes. Team player comfortable in competitive, fast-paced environments. Effective in handling direct customer inquiries, implementing customer service policies and executing financial responsibilities.
Overview
4
4
years of professional experience
2
2
years of post-secondary education
1
1
Certification
Work History
Personal Banker
HDFC BANK LTD
Bangalore
08.2022 - Current
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Activated new accounts and issued customer identification numbers.
- Responded to customer inquiries regarding new accounts and account services.
Customer Service Officer
Kotak Mahindra Bank Ltd
BENGALURU
01.2019 - 08.2022
- Promoted company brand and unique offerings through personalized customer service
- Complaints and queries handling of home, personal, LAP and business loan
- Collected customer feedback and made process changes to exceed customer satisfaction goals
- Resolved concerns with products or services to help with retention and drive sales
- Tracked results of various promotional campaigns by gathering feedback from customers and recommended areas of improvement
- To ensure the high-quality service to HNI clients with attractive banking products
- Maintaining of excellent communication in customer interaction.
Education
BBA - Business Administration And Management
Bharath Matha School
Mysore District 06.2015 - 07.2017
Skills
MS Office Automationundefined
Accomplishments
- Achieved Best Performer for HDFC by completing Personal Loan and score card with accuracy and efficiency.
Certification
IRDA (Insurance Regulatory and Development Authority)
Timeline
IRDA (Insurance Regulatory and Development Authority)
02-2023
Personal Banker
HDFC BANK LTD
08.2022 - Current
Customer Service Officer
Kotak Mahindra Bank Ltd
01.2019 - 08.2022
BBA - Business Administration And Management
Bharath Matha School
06.2015 - 07.2017
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