Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Personal Information
Awards
Languages
Organisational Scan
Languages
Timeline
Hi, I’m

Kriti Yonjan

Siliguri

Summary

Seeking assignments in Sales and Marketing with a growth oriented organisation

Presently associated with Axis Bank Ltd. as Branch Service Officer as a Deputy Manager. Experience in selling all banking products. Handling cash with all operational activities. Experienced in maintaining relationship with the Bank Managers, Bank Branches and also in dealing with direct customers as and when required. Result-oriented & effective communicator with excellent interpersonal & relationship management skills.

Successful operations assistant with broad knowledge in administrative tasks, project management and team coordination. Strengths include problem-solving, multitasking, and adaptability to fast-paced environments. Proven ability to streamline office operations and enhance productivity through implementing improved workflow procedures. Skilled at optimizing resources, reducing costs and improving overall efficiencies for greater organizational effectiveness.

Overview

5
years of professional experience
6044
years of post-secondary education

Work History

Axis bank ltd
Siliguri

Operations Assistant
04.2023 - Current

Job overview

  • Coordinated daily operations and ensured compliance with banking procedures.
  • Assisted in processing customer transactions and resolving account inquiries.
  • Supported team in maintaining accurate records and documentation for audits.
  • Assisted in daily operations by managing customer inquiries and transactions.
  • Coordinated communication between departments to streamline workflow processes.
  • Maintained accurate records of customer interactions and account details.
  • Supported team members in executing compliance-related tasks and procedures.
  • Scheduled appointments and managed calendars for operational meetings and reviews.
  • Processed documentation for account openings and customer service requests efficiently.
  • Trained new staff on operational procedures and customer service protocols.
  • Reviewed reports to ensure adherence to bank policies and regulatory standards.
  • Utilized software programs such as Excel, Word, Access, for data entry, analysis and reporting purposes.
  • Participated in team meetings to provide feedback on operational issues and solutions.
  • Resolved customer inquiries promptly while maintaining a high level of customer satisfaction.
  • Organized and filed important company documents, spreadsheets and reports.
  • Responded to client queries and maintained strong relationships with vendors.
  • Provided administrative support to the Operations Manager by preparing reports, documents and presentations.
  • Supervised day-to-day facility operations in accordance with set policies and guidelines.
  • Ensured that all safety protocols were followed during day-to-day operations.
  • Helped senior staff carry out daily facility operations, set schedules and meet customer requirements.
  • Organized and maintained records of daily transactions and other operational data.
  • Monitored inventory levels, tracked orders and assisted with purchasing decisions.
  • Assisted with the development of processes and procedures related to operations management.
  • Answered work phones and routed correspondence to correct parties.
  • Trained new staff members on company policies related to operations management.

Kotak Bank Ltd.

Service Officer Teller
06.2022 - 04.2023

Job overview

  • Looking after the sales of Banking products
  • Looking after branch operations and Cash handling.
  • Maintaining relationship with the customers and giving excellent service.
  • Coordinating with the Bank Branch for referring and solving the service issues of the clients.
  • Managing the process starting from sales till opening of the account.
  • As a Teller handling branch cash and operations.
  • Assisted customers with account inquiries and banking services.
  • Processed loan applications and verified customer documentation.
  • Coordinated with teams to resolve customer issues efficiently.
  • Conducted regular audits to ensure compliance with banking regulations.
  • Maintained accurate records of customer interactions and transactions.
  • Implemented process improvements to enhance service delivery efficiency.
  • Developed strategies for improving customer service quality.
  • Resolved customer complaints promptly and efficiently.
  • Provided customer service and support to clients, responding to inquiries in a timely manner.

Bandhan Bank Ltd.

Branch Sales Executive
02.2021 - 06.2022

Job overview

  • As a Sales Executive had sell all banking products.
  • Developed client relationships through regular follow-ups and personalized communication.
  • Conducted market research to identify potential sales opportunities and trends.
  • Managed product presentations to showcase features and benefits effectively.
  • Collaborated with marketing teams to align strategies and promotional efforts.
  • Generated reports to summarize sales performance metrics and present findings to management team.
  • Created brochures and newsletters to promote products or services.
  • Resolved customer complaints in a timely manner while providing excellent customer service.
  • Developed business cases for new products or services to present to senior management.
  • Set and monitored sales targets for individual team members and the team as a whole.
  • Built strong, professional relationships through identification of client needs, which increased overall sales and opportunities.

Education

Himal Boarding School
Kurseong

ISC

Himali Boarding School
Kurseong

ICSE

Salesian College
Siliguri

Graduation

Skills

  • Customer relationship management
  • Banking procedures
  • Record management
  • Cash handling
  • Sales techniques
  • Customer transactions
  • Operational coordination
  • Compliance monitoring
  • Problem solving
  • Attention to detail
  • Team collaboration
  • Effective communication
  • Time management
  • Conflict resolution
  • Critical thinking
  • Record preparation
  • Project coordination
  • Delegating work
  • Recordkeeping
  • Performance tracking
  • Meeting support
  • Efficiency improvement

Hobbies and Interests

  • Cooking
  • Writing
  • Traveling
  • Singing

Personal Information

Awards

Qualified as top BSE in value and number of accounts.

Awarded Month on month for selling Life insurance and account opening.

Languages

  • Hindi
  • Nepali
  • English

Organisational Scan

Branch Sales Executive, Bandhan Bank Ltd., 02/01/21, 06/06/22, Service Officer Teller, Kotak Bank Ltd., 14/06/22Presently at Axis bank Ltd, Looking after the sales of Banking products, Looking after branch operations and Cash handling, Maintaining relationship with the customers and giving excellent service, Coordinating with the Bank Branch for referring and solving the service issues of the clients, Managing the process starting from sales till opening of the account, As a Sales Executive had sell all banking products, As a Teller handling branch cash and operations

Languages

English, Nepali, Hindi
First Language
Bengali
Beginner
A1

Timeline

Operations Assistant

Axis bank ltd
04.2023 - Current

Service Officer Teller

Kotak Bank Ltd.
06.2022 - 04.2023

Branch Sales Executive

Bandhan Bank Ltd.
02.2021 - 06.2022

Himal Boarding School

ISC
01.2014

Himali Boarding School

ICSE
01.2011

Salesian College

Graduation
01.2018
Kriti Yonjan