CRM
MANSI AGRAWAL
BANKER
Mumbai,MH
Summary
Experienced banker with a strong track record of leading and guiding teams to achieve operational excellence. Implements strategic initiatives to optimize productivity and efficiency, resulting in tangible business outcomes. Demonstrates expertise in problem-solving and decision-making, consistently finding innovative solutions to complex challenges. Committed to driving organizational success through strong leadership, analytical thinking, and a results-oriented approach.
Overview
6
6
years of professional experience
8074
8074
years of post-secondary education
Work History
Branch Delegated Authority-Manager
HDFC BANK LTD
12.2024 - Current
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Client Instructions authorizer.
- Resolved complex account issues promptly, demonstrating strong problem-solving skills and attention to detail.
- Maintained up-to-date knowledge on banking regulations and compliance requirements, applying them in daily tasks.
- Collaborated with other banking staff to deliver exceptional customer service across all channels.
- Contributed to branch sales goals by cross-selling banking products and services when appropriate.
- Identified sales opportunities and referred customers to branch partners in financial services.
Branch Delegated Authority-Deputy Manager
HDFC BANK LTD
06.2023 - 12.2024
- Managed daily branch operations for optimal productivity and customer satisfaction.
- Supervised a team of employees, fostering a positive work environment and emphasizing professional growth.
- Contributed to ongoing process improvements that led to increased efficiency across various aspects of branch operations.
- Trained employees on proper procedures and strategies to improve productivity.
- Resolved escalated issues promptly, maintaining high levels of customer satisfaction and trust in our services.
Welcome Desk-Assistant Manager
HDFC BANK LTD
01.2020 - 06.2023
- Welcomed customers and helped determine their needs.
- Built relationships with customers to encourage repeat business.
- Assisted customers with inquiries and provided exceptional service, resulting in positive feedback.
- Learned and adapted quickly to new technology and banking software applications.
- Provided backup support for other departments when needed, showcasing versatility within the retail environment.
Welcome Desk-Trainee
HDFC BANK LTD
01.2019 - 01.2020
- Learned new products, processes, and programs quickly.
- Attended training courses to build understanding of processes, techniques, and industry.
- Servicing clients with Passbook, Interest Certificate, Statements, Balance certificates.
- Cross selling Assets,Liabilities and TPP business.
- Sourcing NTB Clients
Education
S.S.C -
MOTHER MARY ENGLISH HIGH SCHOOL
MUMBAI01-2014
H.S.C - COMMERCE
R. D. NATIONAL COLLEGE
MUMBAI01-2016
BCOM - COMMERCE
R. D. NATIONAL COLLEGE
MUMBAI01-2019
MCOM - BANKING AND FINANCE
MUMBAI UNIVERSITY
MUMBAI01-2021
MBA - FINANCIAL MANAGEMENT
NMIMS
Mumbai, India 04.2022 - Current
Skills
- Effective Team Collaborator
- Effective Learning Strategies
- Staff Management
- Efficiency Enhancement Management
- Innovative Strategy Development
- Client Interaction Strategy
- Collaborative Leadership
- Strategic Analytical Skills
Accomplishments
- Qualified Management objectives
- Achieved MOM Service to Sales contest.
- Achieved Best Service to Sales employee of the year 2021-22 and 2023-24.
- Qualified various BM contest.
- Qualified various Cluster Head contest.
- Qualified various Zonal Head contest.
- Qualified CASA Bullrun contest
- Qualified BBH liability leaders contest
Coursework
Diploma in Banking and Finance from NIIT 2019-2020
Software
ORACLE FLEXCUBE
Interests
TRAVELING
COOKING
DANCING
Timeline
Branch Delegated Authority-Manager
HDFC BANK LTD
12.2024 - Current
Branch Delegated Authority-Deputy Manager
HDFC BANK LTD
06.2023 - 12.2024
MBA - FINANCIAL MANAGEMENT
NMIMS
04.2022 - Current
Welcome Desk-Assistant Manager
HDFC BANK LTD
01.2020 - 06.2023
Welcome Desk-Trainee
HDFC BANK LTD
01.2019 - 01.2020
S.S.C -
MOTHER MARY ENGLISH HIGH SCHOOL
H.S.C - COMMERCE
R. D. NATIONAL COLLEGE
BCOM - COMMERCE
R. D. NATIONAL COLLEGE
MCOM - BANKING AND FINANCE
MUMBAI UNIVERSITY
Similar Profiles
KAMALA SUBRAMANIANKAMALA SUBRAMANIAN
Senior Vice President and Unit Head at HDFC Bank Limited, HDFC BankSenior Vice President and Unit Head at HDFC Bank Limited, HDFC Bank
Jignesh PatelJignesh Patel
Relationship Manager at HDFC Sales Pvt. Ltd. (Group Company Of HDFC Bank)Relationship Manager at HDFC Sales Pvt. Ltd. (Group Company Of HDFC Bank)
Prodip SahaProdip Saha
Collection Officer at HDFC Bank, Bajaj Finance, Axis Bank, IDFC BankCollection Officer at HDFC Bank, Bajaj Finance, Axis Bank, IDFC Bank
Tushar SahaTushar Saha
Relationship Manager at HDFC BANK LtdRelationship Manager at HDFC BANK Ltd
CHIRAG MAKWANACHIRAG MAKWANA
Module Lead, QA at Zeus LearningModule Lead, QA at Zeus Learning