Mukesh Saha
Banker
Bengaluru,KA
Summary
Dynamic Personal Banker with a proven track record at HDFC BANK Ltd.-INDIA, specializing in financial product knowledge and relationship building. Excelled in cross-selling, boosting sales, and enhancing customer satisfaction through personalized banking solutions. Achieved operational improvements, demonstrating strong portfolio management and interpersonal communication skills.
Overview
3
3
years of professional experience
3
3
Certifications
Work History
Personal Banker
HDFC BANK Ltd.-INDIA
02.2022 - Current
- Cross-sold bank products and services to meet customer needs and provide options.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Promoted financial products by maintaining excellent service offering knowledge.
- Supported managers in implementing operational improvements that increased efficiency across the branch network.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
Education
PGDSRB - BFSI
Manipal Academy of Higher Education
Bengaluru, India 04.2001 -
Master of Science - Mathematics
University of Burdwan
Malda, India 04.2001 -
Bachelor of Science - General Science
University of Gour Banga
Malda, India 04.2001 -
Skills
Portfolio Management
Financial product knowledge
Customer Service
Branch operations
Banking
Cross-Selling and Upselling
Customer Satisfaction
Loans
Relationship Building
Sales Growth
Banking Policies and Procedures
Certification
NISM V-A
Languages
English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Bengali
Bilingual or Proficient (C2)
Timeline
IRDA
04-2022
Personal Banker
HDFC BANK Ltd.-INDIA
02.2022 - Current
NISM VI
07-2021
NISM V-A
01-2021
PGDSRB - BFSI
Manipal Academy of Higher Education
04.2001 -
Master of Science - Mathematics
University of Burdwan
04.2001 -
Bachelor of Science - General Science
University of Gour Banga
04.2001 -
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