Summary
Overview
Work History
Education
Skills
Disclaimer
Languages
Personal Information
Languages
Timeline
Generic

Kankana Deka

Guwahati

Summary

Skilled professional inspired and motivated to help customers build financial independence.

Hardworking relationship manager proficient at devising personalized solutions to meet all types of customer demands. Positive and upbeat team player and clear communicator with demonstrated success several years of experience.

Overview

15
15
years of professional experience

Work History

Relationship Manager

SBI Securities
Guwahati
12.2023 - Current
  • Collaborated with internal teams to develop strategies that would increase customer engagement levels.
  • Responsible for demat account opening of SBI wealth customer and providing trading solutions in Indian stock market

Sales Officer

HDFC Bank Ltd
GUWAHATI
12.2019 - 08.2023
  • Collaborated with other departments to ensure customer satisfaction throughout the process.
  • Main responsibility is to open demat account of HDFC Bank client, generating leads through Bank branch team, giving trading solutions in Indian stock market
  • Identified customer needs and developed customized solutions.
  • Pitching Insurance to existing and new customer to provide insurance solutions

Sales Officer

HDFC Bank Ltd
Guwahati
07.2016 - 08.2018
  • Maintained accurate records of all sales activities and results.
  • Identified customer needs and developed customized solutions.
  • Provided exceptional customer service throughout the entire sales process.

Relationship Officer

Ventura Commodities Ltd
Guwahati
02.2015 - 07.2016
  • Provided financial advice to clients based on their needs and goals.
  • Maintained detailed records of all communications with clients, including emails, phone calls, meetings, ensuring accuracy at all times.
  • Assisted customers in opening new accounts and resolving any queries or issues they had.

Sales Officer

AXIS Securities Ltd
Bongaigaon
08.2014 - 02.2015
  • Provided exceptional customer service throughout the entire sales process.

Business Executive

Harvest Futures Consultant India Ltd
Guwahati
12.2009 - 07.2014
  • Created and maintained relationships with key clients for new business opportunities.

Education

Bachelor of Arts -

Rangia College
Rangia
01.2009

HS - Arts

Rangia Girl’s H S School
Rangia
01.2006

HSLC - Arts

Rangia Girl's H.S. School
Rangia
06.2004

Skills

  • Demat account opening
  • Client relationship management
  • Sales strategy development
  • Lead generation
  • Customer service
  • Product knowledge
  • Wealth management portfolios
  • Customer relationship management
  • Financial analysis
  • Demat account management
  • Trading solutions

Disclaimer

I hereby declare that the information and facts stated herein above are true and correct to the best of my knowledge and belief.

Languages

  • English
  • Hindi
  • Assamese

Personal Information

  • Father's Name: Phukan Chandra Deka
  • Date of Birth: 01/12/87
  • Gender: female
  • Nationality: Indian
  • Marital Status: Married
  • Religion: Hinduism

Languages

English
Beginner
A1
Hindi
Upper Intermediate
B2

Timeline

Relationship Manager

SBI Securities
12.2023 - Current

Sales Officer

HDFC Bank Ltd
12.2019 - 08.2023

Sales Officer

HDFC Bank Ltd
07.2016 - 08.2018

Relationship Officer

Ventura Commodities Ltd
02.2015 - 07.2016

Sales Officer

AXIS Securities Ltd
08.2014 - 02.2015

Business Executive

Harvest Futures Consultant India Ltd
12.2009 - 07.2014

Bachelor of Arts -

Rangia College

HS - Arts

Rangia Girl’s H S School

HSLC - Arts

Rangia Girl's H.S. School
Kankana Deka