Jaykumar S. Rathod

• Deepening relationships with existing customers through customer service and sales of banking products.
• Identifying and addressing customer needs to offer appropriate financial solutions.
• Generating referrals and leads to attract new customers.
• Handling customer queries and complaints effectively.
• Processing customer transactions and service requests accurately and efficiently.
• Processing cash transactions as a teller when needed.
• Offering solutions and cross-selling bank's retail and third-party products (e.g., insurance, mutual funds, loans).
• Achieving assigned business budgets and sales targets.
• Promoting bank products through marketing activities and customer visits.
• Following all compliance guidelines and regulatory requirements.
• Ensuring audit requirements are met.
• Completing mandatory certifications and training programs.
• Maintaining accurate records of customer interactions in the bank's CRM system.
• Participating in bank initiatives and campaigns.

KEY ACHIVEMENT

"MDRT Qualified - [2024-2025]"

• Design, Develop and customise applications according to business requirements.
• Odoo framework knowledge.
• Data Analysis and reporting.
• Knowledge of Linux operating system.
• Troubleshoot and resolve Odoo Issues.

• Develop and customise applications according to business requirements for Odoo ERP System.
• Migration of custom module on Version 12, 13, 14, 15, 16.
• Troubleshoot and resolve Odoo Issues.

• Designed and Developed an online job portal, administration for institute.
• Designed and developed the website in HTML, CSS and PHP.
• Developed content management system with custom templates language (PHP, MySQL).
• Developed content management system with XML-based database to store content and website structure and custom template language (PHP, DHTML, AJAX).

• Planned and led administration of management information system for achieving threshold-level performance.
• Configured and implemented IT initiatives to produce measurable business value.
• Good working knowledge of MIS tools, applications, and concepts such as ERP, CRM, SAP, etc.

• Built and strengthened relationships across functional leadership areas to keep revenue development and operational plans interconnected and effective.
• Managed cross-functional collaboration to drive team engagement and keep members on course to achieve demanding company targets.
• Good working knowledge of ERP tools, applications, and concepts.
• Set and monitor department objectives for functional area.
• Support company teaming initiative.

• Identifying hardware and software solutions.
• Troubleshooting technical issues. Diagnosing and repairing faults.
• Resolving network issues.
• Installing and configuring hardware and software.