FORAM Trivedi
Ahmedabad
Summary
I’m self-motivated, best team player, & do communicate well. I understand almost all processes of banking industry and so I can perform banking activities very well.
Overview
9
9
years of professional experience
Work History
CSO
DBS Bank India Ltd
Ahmedabad
05.2024 - Current
- Manging welcome Desk
- Handling Cash Related Transactions
- Handling All Non-cash Transaction like NEFT/ RTGS/ Static data changes for corporate and Individual customer.
- Record and track all engagement. activities through CRM system
- Accurately manage high value daily transactions, enhancing fraud detection measures and improving transaction security
- Maintained detailed records of all transactions in accordance with bank policies and procedures.
- Handling Trade Transactions like Export bill regralization, Non- Dispatch lodgement.
- Handling Advance import payment, Open account payment ( Direct import payment).
- Handling A2 payments for corporate customer and under LRS.
CASA Officer
Yes Bank Limited
Baroda
02.2023 - 04.2024
- Selling banking and investment products and services based on customers need
- Manage business relations with existing customers to increase the depth of existing relationship
- Achieved sales target as assigned by the organization on monthly basis
- Record and track all engagement activities through CRM system
- Created and maintained relationships with new and existing customers to provide guidance on banking products and services
- Manage to achieve over targets in all prospects monthly
Branch Relationship Officer
Axis Bank Limited
Baroda
12.2021 - 02.2023
- Selling banking and investment products and services based on customers need
- Manage business relations with existing customers to increase the depth of existing relationship
- Work-related to Operation
- Branch Lobby Management
- Managinin inward & outward clearing
- Would be responsible for error free smooth transactions & audit compliance
- KYC & other documents for account opening under different products
- Responsible for cash & customer transaction, RTGS/NEFT
Cluster Coordinator
HDFC Bank Limited
Baroda
07.2019 - 12.2021
- Prepare daily MIS
- Microsoft word & Excel
- V look up & chart preparation
- Gather product data for pan India & sort out information for 19 branches of the bank
- Pursue day to day activities for each branch
- Compile various data, prepare excel file and submit to the top authorities of the bank
- Communicate with staff and make them to do daily activities
Accountant
Everon Logistics Pvt. Ltd.
Baroda
12.2017 - 07.2019
- Accounting & bookkeeping
- Back office work
- Microsoft Excel & V look up
- Cash management
- Resolve matters related to net banking
Intern
Viral Shah & Company
Baroda
02.2016 - 02.2017
- Accounting in Tally software
- Involved in audit process with the team & CA
Education
Masters in Commerce - Business Economics
The Maharaja Sayajirao University
Baroda01.2017
Bachelor in Commerce -
The Maharaja Sayajirao University
Baroda01.2015
Skills
- Self-motivated
- Team player
- Communication
- Banking processes
- Banking activities
Languages
- English
- Hindi
- Gujarati
Personal Information
- Mobile: +91 9081206597
- Date of Birth: 07/13/95
- Gender: Female
- Address : H 301, Ugatidham Sola Bhagvat Ahmedabad 380060
Languages
Gujarati
First Language
English
Advanced
C1
Hindi
Proficient
C2
Career Objective
I would like to secure a position in Trade Finance by Managing quality, error free
transactions , ensuring smooth flow of operations in Trade and Current account Service
& Operations. I would like to contribute to the organization growth through my
individual and team work.
Timeline
CSO
DBS Bank India Ltd
05.2024 - Current
CASA Officer
Yes Bank Limited
02.2023 - 04.2024
Branch Relationship Officer
Axis Bank Limited
12.2021 - 02.2023
Cluster Coordinator
HDFC Bank Limited
07.2019 - 12.2021
Accountant
Everon Logistics Pvt. Ltd.
12.2017 - 07.2019
Intern
Viral Shah & Company
02.2016 - 02.2017
Masters in Commerce - Business Economics
The Maharaja Sayajirao University
Bachelor in Commerce -
The Maharaja Sayajirao University