MAYUR TANVANI
Banker
KODINAR
Summary
Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
5
5
years of professional experience
6
6
years of post-secondary education
2
2
Certifications
1
1
Language
Work History
Banker
ICICI BANK
KODINAR
01.2021 - Current
- Provided advice on different bank products and financial options.
- Branch Operation and preparation of MIS
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Opened, closed, and updated accounts for customers.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Evaluated client financial positions and identified most appropriate banking products.
- Educated customers on features and benefits of banking products and services.
- Balanced teller drawers and ATM cash.
- Collaborated with other departments to confirm compliance with banking procedures and regulations.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Developed and implemented strategies to reduce risk and increase profitability.
- Generated reports and analysis of customer data to identify trends and potential business opportunities.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Processed customer applications and approved loans in accordance with bank policy.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Built and maintained portfolio of loans to meet established goals and objectives.
- Established rapport with new clients to increase satisfaction and loyalty.
- Maintained friendly and professional customer interactions.
- Generated monthly reports on customer activity and customer feedback.
- Educated customers on online banking and mobile banking applications.
- Calculated fees due, interest and change for customer transactions.
- Processed wide variety of retail banking transactions for personal and commercial customers.
Quality Analyst
ADITYA BIRLA GROUP
BHARUCH
11.2018 - 08.2020
- Provided regular updates to team leadership on quality metrics by communicating consistency problems or production deficiencies.
- Collaborated with management to provide training on improved processes and assisted with creation and maintenance of quality training.
- Developed and maintained quality assurance procedure documentation.
- Liaised with vendors and end-users to uncover system optimization opportunities.
Education
High School Diploma -
Somnath Academy
Kodinar 04.2013 - 03.2014
Bachelor of Science - Chemical
Somnath Academy
Kodinar 06.2015 - 04.2018
MBA - Banking And Financial Support Services
NMIMS
Mumbai 07.2021 - 04.2023
Skills
Consumer banking
Cross-selling expertise
Investment Management
Daily ledgers
Reviewing documents
Operations management
Professional demeanor
Educating clients
Sales proficiency
Self-motivated nature
Financial advice
Small business operations
Business Development
Originating home loans
Relationship building
Goal planning
Building customized solutions
Customer Relationship Management
Documentation skills
Due diligence
Account openings
Loan approvals
Revenue Generation
Opening and closing procedures
Meeting sales goals
Certification
Mutual Fund Advisor
Timeline
Mutual Fund Advisor
08-2022
Insurance Advisor
07-2022
MBA - Banking And Financial Support Services
NMIMS
07.2021 - 04.2023
Banker
ICICI BANK
01.2021 - Current
Quality Analyst
ADITYA BIRLA GROUP
11.2018 - 08.2020
Bachelor of Science - Chemical
Somnath Academy
06.2015 - 04.2018
High School Diploma -
Somnath Academy
04.2013 - 03.2014