Looking for an exciting and dynamic role where I can utilize my skills and experience to drive tangible results. Passionate about joining an organization that fosters a culture of innovation, continuous learning, and personal growth.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Personal Banker
HDFC Bank
08.2024 - Current
Assisted clients with account inquiries, ensuring accurate information delivery and high customer satisfaction.
Processed loan applications and account openings, maintaining compliance with regulatory standards.
Conducted financial assessments to recommend suitable banking products tailored to client needs.
Collaborated with team members to streamline processes, enhancing overall service efficiency.
Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
Resolved customer issues promptly, fostering positive relationships and trust in banking services.
Educated clients on digital banking tools, improving user engagement and adoption rates.
Monitored account activity for potential fraud, implementing preventive measures as necessary.
Perimer relationship manager
Bajaj Allianz Life Insurance Company Limited
02.2024 - 07.2024
#Responsibility To Existing customer calling. #Visiting To Offices, Societies. #Approaching For The Our Better Facility And Services. #Responsibility To Selling Monthly Quarterly And Half Yearly Plans. #Responsibility To Doing Sales And Promotion Activity. #Responsibility to Fulfill The Sales Target.
Recruitment and Development Manager
Kotak Life Insurance
10.2022 - 01.2024
The responsibilities of Recruitment and Development Manager is to recruit the life advisor. we develop them We coach them and help to achieve monthly and annual targets. We help them to achieve And Develop new Agency partners. Handling existing partners and customers. Self learning and development through kotak On Monthly.
Branch Relationship Manager
Aditya Birla sun life Insurance Company
03.2022 - 10.2022
This is banca insurance tied up with hdfc bank. I need to handle customer queries related bank and insurance and maintain the relationship with banker we guide the banker for investment option share our plans. And do business along with bankers...
Business Development Representative (SE)
HDB Finance Services
03.2021 - 08.2021
Monitor and identify clients and maintain client base through efficient interactions with clients and analyze any changes in clients needs. Coordinate with prospects to understand individual client requirement and recommend plans to ensure achievement of all objectives. Develop financial strategies and plans and recommend specific products to clients. Evaluate prospect requirements of clients and determine qualified leads through efficient net-working and cold calling Perform all audit and security procedures, bank policies, federal regulations and ensure completion of work within deadline.
Education
SSC -
SRPC Inter School
03.2015
Bachelor of Science (BS/BSc) - undefined
Teethankar Mahaveer University
04.2020
HSC - undefined
GGIC Girls College
04.2017
Skills
Insurance Products
Client Acquisition
Sales Target Achievement
Decision Making
Policy Demonstrations
Negotiation
Problem Solving
Communication
Client Support
Product Knowledge
Language
English
Hindi
Hobbies and Interests
Dancing, Baking/cooking, Reading, Travelling
Certification
Licensed NISM MUTUAL FUND DISTRIBUTOR - [2028]
Timeline
Personal Banker - HDFC Bank
08.2024 - Current
Perimer relationship manager - Bajaj Allianz Life Insurance Company Limited
02.2024 - 07.2024
Recruitment and Development Manager - Kotak Life Insurance
10.2022 - 01.2024
Branch Relationship Manager - Aditya Birla sun life Insurance Company
03.2022 - 10.2022
Business Development Representative (SE) - HDB Finance Services
03.2021 - 08.2021
Teethankar Mahaveer University - Bachelor of Science (BS/BSc),