Summary
Overview
Work History
Education
Skills
Accomplishments
Interests
Languages
Additional Information
Timeline
BusinessAnalyst
LAXMI SHARMA

LAXMI SHARMA

Summary

I am seeking a challenging position in the field of Banking & Finance in with an organization that offers good advancement potential, where I can contribute my skills for its success & synchronize with new technology professional growth while being resourceful, innovative and flexible.

Overview

3
3
years of professional experience

Work History

Deputy Manager

Hdfc Bank Ltd
New Delhi
05.2023 - Current
  • Worked closely with customers to understand needs and resolve diverse issues.
  • Assisted with planning and developing company initiatives and projects.

Relationship Officer

SBICAP Securities
New Delhi
02.2023 - 05.2023
  • Opened new accounts, collected client documentation and processed transactions.
  • Maintained account compliance with industry regulations and company policies.
  • Drove sales using excellent negotiation, communication and problem-solving skills.

Office Coordinator

JMD SOLUTIONS
09.2020 - 04.2022
  • Balanced and updated computer accounting records and physical petty cash, including receipt documentation and expense tracking.

Education

BCom -

DelhiSri Guru Tegh Bahadur KhalsaCollege, University of Delhi
01.2022

High School -

Sarvodaya kanya Vidyalaya, C.B.S.E
01.2019

Intermediate -

Sarvodaya Kanya Vidyalaya C.B.S.E
04.2017

Skills

  • TECHNICAL QUALIFICATION:
  • Computer
  • Exposure
  • MS Excel, MS Word, MS PowerPoint,
  • Internet

Accomplishments

I PRINCIPAL ACCOUNTABILITIES – SALES & BUSINESS DEVELOPMENT:

  • Worked with the sales team to collaboratively reach targets,
  • Achieved monthly sales goals by promoting product benefits and enrolling new clients.
  • Increased sales by offering consultation on products and services and applying customer service and upselling techniques.

MAJOR ACTIVITIES – SALES & BUSINESS DEVELOPMENT: DEVELOPMENT:

  • Sales Planning:
  • Conduct Daily Morning Huddles to discuss daily plan
  • Ensure proper on-boarding of all newly acquired customers
  • Sale of 3 products per customer within 90 days (about 3 months)
  • Used Microsoft Office and other software tools

II PRINCIPAL ACCOUNTABILITIES- CUSTOMER

SERVICE:

  • Build relationships with customers and community to promote long term business growth
  • Delivered exceptional and professional customer experiences that resulted in a loyal client base
  • Resolving customer complaints was brought to your attention
  • Creating policies and procedures
  • Planning the training and standardization of service delivery

MAJOR ACTIVITIES- CUSTOMER SERVICE:

  • Deal directly with clients to assist them with purchases, answer their queries, and find solutions to their issues
  • Resolve customer queries

III PRINCIPAL ACCOUNTABILITIES - COMPLIANCE &

RISK MANAGEMENT:

  • Risk Identification
  • Risk identification is the process of documenting potential risks and then categorizing the actual risks the business faces
  • Risk Analysis
  • Risk Monitoring

MAJOR ACTIVITIES - COMPLIANCE & RISK

MANAGEMENT:

  • Analytical risk assessment skills
  • Problem-solving mantra
  • Strategic thinking
  • Financial knowledge and skills
  • Ability to build relationships
  • Working under pressure
  • Adaptable to new concerns and changing environment

IV PRINCIPAL ACCOUNTABILITIES – CAPABILITY

BUILDING & MANPOWER MANAGEMENT:

  • Team Building
  • Training and Development
  • Manpower Planning

Interests

ACTIVITIES: 

 Effective communication skills.

 Participated in sports Competition in our School.

 Participated in Story Competition in our College.

Languages

Hindi
First Language
English
Upper Intermediate
B2

Additional Information

CERTIFICATION:

  • IIBF Debt Recovery Agent (DRA)
  • Certificate of Achievement

STRENGTH:

  • Self-confident
  • Capable of relationship building.

Timeline

Deputy Manager

Hdfc Bank Ltd
05.2023 - Current

Relationship Officer

SBICAP Securities
02.2023 - 05.2023

Office Coordinator

JMD SOLUTIONS
09.2020 - 04.2022

BCom -

DelhiSri Guru Tegh Bahadur KhalsaCollege, University of Delhi

High School -

Sarvodaya kanya Vidyalaya, C.B.S.E

Intermediate -

Sarvodaya Kanya Vidyalaya C.B.S.E
LAXMI SHARMA