Katha Rathod
Mehsana
Summary
Dedicated Personal Banker Officer with expertise in digital banking and client onboarding. Proven ability to resolve issues promptly and educate customers on digital tools, driving customer satisfaction and retention.
Overview
3
3
years of professional experience
Work History
Personal Banker Officer
HDFC
Ahmedabad
05.2023 - Current
- Advised clients on account options and financial products.
- Assisted customers with transactions and account inquiries.
- Educated clients on digital banking tools and services.
- Resolved client issues promptly to ensure satisfaction and retention.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Collaborated with team members to meet branch targets and objectives.
Education
MBA - Finance
Ganpat University
Mehsana06-2023
Skills
- Digital banking
- Client onboarding
- Customer relationship management
- Time management
- Communication and public dealing
Accomplishments
Certificate of Appreciation- 5 STAR PERSONAL BANKER (3 times Achieve)
Timeline
Personal Banker Officer
HDFC
05.2023 - Current
MBA - Finance
Ganpat University