MONIKA NISHAD
Kanpur
Summary
HIGHLY DEDICATED AND DEVOTED TO WORK FOR ACHIVEING THE PROPOSED AND DESIRE GOAL. Currently associated with Axis Bank Ltd, kanpur Post graduate diploma in banking and financial services from Amity University, Noida Master in Commerce From DAV PG College Kanpur. Programming Diploma in Computers operator and programming assistant. Good communication interpersonal, analytical and problem solving skills
Overview
3
3
years of professional experience
Work History
Branch relationship officer
Axis Bank Ltd
Kanpur
07.2020 - Current
- Dealing with customers and generate business through cross selling
- Participation in weekly drives and deliver assign targets
- Achieving monthly target for increasing sales
- Submitting reports of daily work at day end
- Maintain good relation with the customer
- Carry out several camp program for generating lead and achieving sales target
- Good experience in cash handling and maintenance
- Handing Inward and outward clearing
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Identified customer financial service needs to prepare proposals and sell services.
- Met with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information.
- Met with members to understand goals and recommend solutions to fit specific needs.
- Gathered customer information and maintained in CRM database.
Career Counselor
Kanpur Institute of Technology
kanpur
09.2018 - 04.2019
- Developed career and education plans based on individual needs.
- Counseled clients one-on-one regarding current situation, desires, aptitudes, education and employment history.
- Maintained case files and documented actions.
- Connected with business and recruiters to build relationships and increase opportunities for students.
- Worked with team to continuously improve career and placement opportunities for students.
- Equipped students with job search skills to increase success chances.
Financial Services Manager
ICICI Prudential Life Insurance
kanpr
05.2017 - 07.2018
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Discussed financial options with clients and provided informed suggestions.
- Responded to customer questions and concerns or escalated to supervisor for resolution.
- Identified customer financial service needs to prepare proposals and sell services.
- Gathered customer information and maintained in CRM database.
- Contacted prospective customers to present service options and explain details.
Education
Post Graduate Diploma - banking and financial services
Amity University
Noida2020
Diploma - Computers operator and programming
2014
Master - commerce
CSJM University
2013
Bachelors - commerce
CSJM University
2011
12th - undefined
K.G. Inter college
2008
10th - undefined
K.G. Inter college
2006
Skills
- Compliance adherence
- Calm and Professional Under Pressure
- Building Customer Trust and Loyalty
- Responding to Difficult Customers
- Customer Account Management
- Sales Quota Achievement
- Upselling Products and Services
- Understanding Customer Needs
Timeline
Branch relationship officer
Axis Bank Ltd
07.2020 - Current
Career Counselor
Kanpur Institute of Technology
09.2018 - 04.2019
Financial Services Manager
ICICI Prudential Life Insurance
05.2017 - 07.2018
Post Graduate Diploma - banking and financial services
Amity University
Diploma - Computers operator and programming
Master - commerce
CSJM University
Bachelors - commerce
CSJM University
12th - undefined
K.G. Inter college
10th - undefined
K.G. Inter college