JAGDEEP KUMAR
Kaithal
Summary
MBA (Finance) professional with over 6 years of experience in Banking Operations, Customer Relationship Management, Sales, Business Development, and Accounting Functions. Experienced in customer handling, business development, financial documentation, bookkeeping, account reconciliation, MIS reporting, and operational processes. Proficient in Tally ERP 9, MS Excel, Finacle and financial record management. Strong analytical, communication and problem-solving skills with the ability to manage operations efficiently and achieve organizational goals.
Overview
1
1
Certification
10
10
years of professional experience
Work History
Relationship Manager
Kotak Mahindra Bank
11.2024 - Current
- Managing customer relationships and portfolio growth.
- Identifying new business opportunities and acquiring customers.
- Providing financial solutions based on customer requirements.
- Ensuring excellent customer service and timely issue resolution.
- Achieving business and revenue targets.
- Coordinating with internal teams for smooth operations and customer satisfaction.
Deputy Manager
Axis Bank
12.2020 - 11.2024
- Managed customer relationships and business development activities.
- Acquired new customers and maintained long-term client relationships.
- Achieved sales and business growth targets.
- Ensured smooth operational processes and regulatory compliance.
Accountant
Pulse Exim Pvt. Ltd.
01.2018 - 01.2020
- Maintained accounting records, Tally ERP 9, bank reconciliation, MIS, AP/AR and documentation.
Officer Sales
HDFC Bank Ltd.
09.2016 - 09.2017
- Customer acquisition, relationship management and branch sales support.
Education
MBA - Finance
Kurukshetra University
BBA -
MDU Rohtak
Rohtak12th -
HBSE
10th -
CBSE
Skills
- Tally ERP 9
- MS Excel
- MS Word
- MS PowerPoint
- MS Outlook
- Finacle
- MIS Reporting
- Data Management
- Banking Operations
- Accounting & Bookkeeping
- Ledger Management
- Bank Reconciliation
- Accounts Payable & Receivable
- Customer Relationship Management
- Sales & Business Development
- Operations Management
- Financial Documentation
- Communication & Negotiation
- Problem Solving
Certification
IRDA Certified
Accomplishments
- Recognized for strong performance in business development and customer relationship management.
- Successfully achieved business and sales targets across multiple roles.
- Contributed to customer acquisition, retention and portfolio growth initiatives.
Personal Information
Father Name- Subhash chand
Mother Name-Usha Rani
VPO- Bhana (Kaithal)
Date of Birth: 19/10/90
Languages
English
Intermediate
B1
Hindi
Proficient
C2
Punjabi
Intermediate
B1
Timeline
Relationship Manager
Kotak Mahindra Bank
11.2024 - Current
Deputy Manager
Axis Bank
12.2020 - 11.2024
Accountant
Pulse Exim Pvt. Ltd.
01.2018 - 01.2020
Officer Sales
HDFC Bank Ltd.
09.2016 - 09.2017
MBA - Finance
Kurukshetra University
BBA -
MDU Rohtak
12th -
HBSE
10th -
CBSE