SPARSH PURI
Solan
Summary
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
4
4
years of professional experience
1
1
Certification
Work History
RBB Personal Banker - Service
HDFC Bank
07.2025 - Current
- Manage end-to-end branch banking operations including account opening, KYC updates, locker operations, and forex services, ensuring full regulatory compliance.
- Resolve customer complaints within stipulated TATs, improving satisfaction and strengthening relationships with Classic and Priority clients.
- Drive CASA acquisition for resident and NRI customers, consistently contributing to branch liability growth.
Management Trainee - Accounts & Taxation
Aditya Birla Health Insurance
04.2024 - 02.2025
- Managed bank reconciliations on Taxilla in coordination with IT and finance teams, ensuring accurate and timely closure of books.
- Identified and resolved reconciliation mismatches by validating bank MIS against collection registers.
- Worked on core financial platforms including Jarvis (TCS) and Kavach to support accounting, controls, and reporting processes.
- Handled operational escalations and ensured continuity of critical finance operations.
Financial Sales Consultant
ICICI Prudential
05.2022 - 08.2022
- Provided insurance and investment advisory aligned with customer goals and risk profiles.
- Built long-term client relationships through need-based, consultative selling.
- Supported branch business growth through effective customer engagement.
Sales Officer
HDB Financial Services
08.2021 - 05.2022
- Sold CASA products, personal loans, POS machines, and credit cards to retail and business customers.
- Developed and managed relationships with retail and MSME clients, driving repeat business and referrals.
- Contributed to branch targets through consistent lead conversion and follow-ups.
Education
MBA - Finance/Marketing
Shoolini University
Solan 01.2024
Master of Tourism & Travel Management -
HPU Shimla
Shimla, Himachal Pradesh01.2021
B.Sc. - Hospitality & Hotel Administration
AIHM Chandigarh
Chandigarh01.2018
Skills
- Retail banking operations
- Customer relationship management
- Bank reconciliation
- Financial Softwares(Taxilla,Jarvis (TCS))
- MS Excel (advanced)
- Data handling
- Basic SQL
- Compliance
- Communication
- Negotiation
Websites
Certification
• NISM-Series-V-A: Mutual Fund Distributors Certification
• Advanced Microsoft Excel
• Portfolio & Risk Management - Coursera
• Analyze Data with SQL - Skillsoft
• Advanced Microsoft Excel
• Portfolio & Risk Management - Coursera
• Analyze Data with SQL - Skillsoft
Timeline
RBB Personal Banker - Service
HDFC Bank
07.2025 - Current
Management Trainee - Accounts & Taxation
Aditya Birla Health Insurance
04.2024 - 02.2025
Financial Sales Consultant
ICICI Prudential
05.2022 - 08.2022
Sales Officer
HDB Financial Services
08.2021 - 05.2022
MBA - Finance/Marketing
Shoolini University
Master of Tourism & Travel Management -
HPU Shimla
B.Sc. - Hospitality & Hotel Administration
AIHM Chandigarh