Jyoti Rana
Saharanpur
Summary
Accomplished industry leader offering many years of management expertise including staff training and development, performance evaluation, and continuous improvement. Focused and efficient with proficiency in financial reporting and budget adherence. Demonstrated success in evaluating P&L to achieve targets.
Versatile manager with background in coordinating diverse teams and managing complex projects. Skilled in strategic planning, operational improvement, and fostering collaborative environments. Demonstrated ability to enhance efficiency and productivity while maintaining high standards of quality. Successfully implemented innovative solutions that resulted in positive organizational changes.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Assistant manager
Hdfc Bank
Saharanpur
03.2024 - Current
- Assisting with transactions and account inquiries and financial advice
- Cross selling banking products and services
- Acquiring enhancing and retaining customers
- Monitoring large amount movements and account closures
- Promoting direct banking channels
- MIS management
- First level handling of customers and legal complaints
- Cost and volumes management take corrective actions for reduction of cost and unproductive volumes
- Reporting of attempted fraud/actual fraud conducting root cause analysis and suggest corrective measures
- Analyse the business requirements and give input to seniors
- Passionate problem solving
- Work under own initiative
- Self-motivation
- Highly motivated
- Personal integrity
Assistant manager
Axis Bank
Saharanpur
12.2022 - 02.2024
- Responsible for assisting the branch manager in daily operations managing staff and ensuring compliance with banking regulations
- Keep all regulations and policies in order and maintain good customer relationships
- Interact with portfolio customer to handle their queries and solving their problems
- Multitasking with reviewing the schedule and tasks for the day and identify the most important and urgent task
- Communicate clearly and respectfully with customers and colleagues
- Ensured compliance with safety regulations and company policies.
Consultant
Grant Thornton
Dehradun
06.2021 - 12.2021
- Worked as an Associate with Grant Thornton in audit with the clients of all sizes across many different sectors
- Designing and implementing risk strategies
- Internal audit, internal financial control designing of SOPs process audits and control assessment and client management
Education
MBA - FINANCE AND BANKING
DIT University
Dehradun06.2021
B.com - FINANCE
Quantum Global Campus
06.2018
Intermediate -
GTB Public School
06.2015
High School -
GTB Public School
06.2013
Skills
- PowerPoint presentations
- Multi-task
- Flexibility
- Agility
- Analytical skills
- Good Communication
- Communicating
- Learn new skills
- Dedicated
- Interpersonal skills
- Social skills
- Excellent interpersonal skills
- Financial analysis
- Data management
- Problem solving
- Cost management
- Risk assessment
Certification
- NISM, 08/24
- IRDAI, 07/23
Languages
English
Personal Information
- Date of Birth: 09/14/97
- Gender: Female
- Nationality: Indian
Languages
English
First Language
Timeline
Assistant manager
Hdfc Bank
03.2024 - Current
Assistant manager
Axis Bank
12.2022 - 02.2024
Consultant
Grant Thornton
06.2021 - 12.2021
MBA - FINANCE AND BANKING
DIT University
B.com - FINANCE
Quantum Global Campus
Intermediate -
GTB Public School
High School -
GTB Public School