Dilpreet Basra
Seeking an opportunity to work in a challenging environment that will encourage me to improve and learn new skills as well as will try to give my best for the company’s advancement.
Jalandhar
Summary
Accomplished Senior Personal Banker with a proven track record at Capital Small Finance Bank, excelling in relationship management and portfolio management. Enhanced customer satisfaction through personalized solutions, significantly contributing to branch operations efficiency. Mentored juniors, demonstrating exceptional leadership and a positive attitude. Skilled in financial advising and cash handling, adept at identifying cross-selling opportunities.
Overview
2
2
years of professional experience
2
2
Certifications
Work History
Senior Personal Banker
Capital Small Finance Bank
07.2024 - Current
- Conducted financial reviews for customers, identifying opportunities for cross-selling additional products and services.
- Enhanced customer satisfaction by providing personalized banking solutions and prompt service.
- Ensured compliance with all regulatory requirements, protecting both the bank''s reputation and its customers'' interests.
- Mentored junior personal bankers, sharing industry knowledge and best practices for career development.
Cash Teller
IndusInd Bank
02.2023 - 06.2024
- Maintained cash accuracy by conducting regular audits and implementing effective cash handling practices.
- Collaborated with team members to develop and implement strategies for improving cash management operations.
- Assisted in the continuous improvement of cash management services by offering valuable feedback and participating in process improvement initiatives.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
Education
MBA - Banking And Financial Support Services
GNA University
Phagwara, India 04.2001 -
Bachelor of Commerce ( Financial Services ) - Commerce
Guru Nanak Dev University
Jalandhar, India 04.2001 -
Skills
Relationship Management
Portfolio Management
Customer Service
Branch operations
Relationship Building
Financial Advising
Drawer balancing
Friendly
Positive Attitude
Account Maintenance
Cash Handling
Opportunity Identification
Certification
The Fundamentals of Digital Marketing.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Accomplishments
- Achieved [Result] through effectively helping with [Task].
- Collaborated with team of [Number] in the development of [Project name].
- Resolved product issue through consumer testing.
- Documented and resolved [Issue] which led to [Results].
- Achieved [Result] by introducing [Software] for [Type] tasks.
Work Preference
Work Type
Full TimePart TimeLocation Preference
On-SiteHybridRemoteImportant To Me
Career advancementCompany CultureLanguages
English
Intermediate (B1)
Hindi
Advanced (C1)
Punjabi
Advanced (C1)
Timeline
Senior Personal Banker
Capital Small Finance Bank
07.2024 - Current
Cash Teller
IndusInd Bank
02.2023 - 06.2024
The Fundamentals of Digital Marketing.
01-2023
NISM Series V-A: Mutual Fund Distributors Certification
01-2023
MBA - Banking And Financial Support Services
GNA University
04.2001 -
Bachelor of Commerce ( Financial Services ) - Commerce
Guru Nanak Dev University
04.2001 -