GOURAV SHARMA
BANKING PROFESSIONAL
Faridabad
Summary
Detail-oriented Banking Operations & Customer Service Executive with hands-on experience in account on boarding, CKYC, compliance, digital banking, payments support, card operations, and loan documentation. Strong track record of delivering efficient service, resolving customer queries, and ensuring accuracy in branch operations. Skilled in handling financial transactions, maintaining records, and coordinating with internal teams to ensure smooth workflow. Looking to contribute expertise in banking operations and customer support within a growth-focused institution.
Overview
3
3
years of professional experience
1
1
Certification
2
2
Languages
Work History
Banking Operations & Customer Service Executive
City Union Bank (CUB)
12.2024 - Current
- Managed end-to-end customer on boarding including Savings/Current Account opening, CKYC validation, document verification, and account activation.
- Conducted KYC updates, signature verification, debit freeze/unfreeze, dormant activation, and customer profile modifications.
- Provided efficient servicing for cheque book issuance, passbook printing, mobile/address updates and transaction-related assistance.
- Handled issuance, replacement, PIN reset, and grievance resolution for debit/credit/visa cards.
- Activated and supported Mobile Banking, Internet Banking, UPI services and resolved login or technical issues.
- Assisted customers with NEFT, RTGS, IMPS, UPI transaction support ensuring accuracy and compliance with bank policies.
- MSME/CC loan documentation, verification and preliminary processing.
SHRIRAM LIFE INSURANCE
12.2022 - 02.2023
- Calling people and setting appointment.
- Do a lot of work with the phone and laptop.
- Helping people got their families and finances protected.
- Sales life insurance from prospecting, cold calling, close sale.
- Meeting with clients virtually or during sales visits.
Education
MBA - Finance & Marketing
IPS Business School
Jaipur10-2024
B.Com -
Govt. National College
Sirsa05-2022
Class XII -
Govt. Sr. Secondary School
Sirsa01.2018
Class X - undefined
Sagar Mani High School
Sirsa01.2016
Skills
Proficient in MS Office applications
Core banking software expertise
Email management
Digital banking applications
Certification
Financial modeling
Timeline
Financial modeling
01-2026
Banking Operations & Customer Service Executive
City Union Bank (CUB)
12.2024 - Current
SHRIRAM LIFE INSURANCE
12.2022 - 02.2023
Class X - undefined
Sagar Mani High School
MBA - Finance & Marketing
IPS Business School
B.Com -
Govt. National College
Class XII -
Govt. Sr. Secondary School
CORE COMPETENCIES
- Banking Operations
- Customer Service
- Account Opening (SA/CA)
- CKYC/KYC Compliance
- Card Operations
- Digital Banking
- NEFT/RTGS/IMPS
- NACH Mandates
- Loan Documentation
- CSD Coordination
- Reporting