Linet Lopes
Nallasopara west
Summary
To secure the job in the Finance / IT sector in your organization which could help me to learn new skills and deliver my potential of financial analysis and strategic implementation of new approach towards development of the company.
9+ years of Banking experience in Operation, Sales and Escalation . Sound Understanding of Retail Branch Banking, rules and regulation and the issues concerning their demerits Experience in Teller counter, Trade forex transaction, RBI reporting, Cross sales to walk inn's Experience in handling Welcome Desk counter, query and complaints, deliverable managements, processing of customer request within TAT, cross sale of banking and TPP products Experience in handling HNW customer base, improvement in profitability of clients by family grouping, retail asset penetration, digital banking penetration, sales of TPP as per need of client, Identifying and racing new clients to portfolio. Experience as Teller and Branch Operation Authoriser. Excellent communication and inter personal skills with talent to interact various department inside and outside the organization to reduce customer complaints and ensure excellent customer service Team Player ,efficient worker ,organized approach and target oriented. 6 months training on SAP-SD HANA
Overview
10
10
years of professional experience
1
1
Certification
Work History
Manager
KOTAK MAHINDRA Bank Ltd
01.2023 - Current
- Complaints handling and TAT 24 HOURS.
- Service request
- Escalation
Teller
HDFC Bank Ltd
Mumbai
01.2015 - 12.2022
- Worked in an error free environment and ensured that all the processes laid by the bank are followed properly without any deviation under the guidance and supervision of the teller authorizer and branch manager.
- Ensuring satisfactory audit in operational parameters at teller counter of the branch.
- Assisting the branch in meeting their targets by generating leads for various liability products and assets products for bank.
- Handling of Retail forex transaction, DD/MC, funds transfer, salary upload, RTGS/NEFT, cash receipts and payments and ensuring transaction are carried out within the prescribed TAT without errors.
- Custodian for teller vault, following all stock and cash tally processes.
Deputy Manager
HDFC Bank Ltd
11.2014 - 12.2022
- Providing the customer best in class customer service to bank customers.
- Maximizing the customer group profitability of the portfolio management assigned.
- Ensuring that within each customer group minimum number stipulated income generating products are sold.
- Attrition control and enhancing customer wallet size by ensuring that customer make us their primary bank.
- Ensuring Quality customer service is delivered.
- Recording complaints as per the specified process, resolving all complaints received within the stipulated TAT's.
- Opening the customer accounts within the TAT.
- All management initiative attended proactively.
JEEVAN VIKAS NAGRI SAHAKARI PATPEDHI
11.2014 - 05.2015
- Providing the customer best in class customer service to bank customers.
- Ensuring Quality customer service is delivered.
- Recording complaints as per the specified process, resolving all complaints received within the stipulated TAT's.
- All management initiative attended proactively.
- Worked in an error free environment and ensured that all the processes laid by the bank are followed properly without any deviation under the guidance and supervision of the branch manager.
Education
M.Com - Finance
St Joseph College
01.2015
B.Com - Accountancy
St Joseph College
01.2013
HSC - Commerce
St Joseph College Jr college
01.2010
SSC -
St Joseph High school
01.2008
Skills
- Customer service
- Complaint resolution
- Time management
- Operational efficiency
- Process improvement
- Work prioritization
- Key performance indicators
- Disciplinary techniques
- Goal setting
- Good judgment
- Adaptability and flexibility
- Problem-solving
Certification
- SAP Certified Application Associate – SAP S/4HANA Sales 2021
- IRDA Certified
- Tally
- MSCIT
Languages
- English
- Hindi
- Marathi
Accomplishments
- Certificate of Achievement by HDFC Securities Ltd, 03/01/16
- Outstanding performance in FOREX, FY 2017, 2018
- Certificate of Excellent Performance in Bahubali Contest
- Certificate of Appreciation Star Excellence Award, 2019
- Certificate for best customer service, 2019
- Certificate for best performance in Life Insurance, 2020
- Certificate for best performance in Credit Card, 2021
Personal Information
Date of Birth: 05/13/93
Career Summary
9, Banking experience in Operation, Sales and Escalation, Understanding of Retail Branch Banking, rules and regulation, Experience in Teller counter, Trade forex transaction, RBI reporting, Handling Welcome Desk counter, query and complaints, Experience with HNW customer base, Excellent communication and interpersonal skills, Team Player, efficient worker, organized approach and target oriented, 6 months training on SAP-SD HANA
Languages
English
Beginner
A1
Timeline
Manager
KOTAK MAHINDRA Bank Ltd
01.2023 - Current
Teller
HDFC Bank Ltd
01.2015 - 12.2022
Deputy Manager
HDFC Bank Ltd
11.2014 - 12.2022
JEEVAN VIKAS NAGRI SAHAKARI PATPEDHI
11.2014 - 05.2015
M.Com - Finance
St Joseph College
B.Com - Accountancy
St Joseph College
HSC - Commerce
St Joseph College Jr college
SSC -
St Joseph High school
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