Nidhi Agrawal
Delhi
Summary
Seasoned Branch Relationship Officer with broad knowledge in customer service, sales and banking operations. Skilled at building and maintaining relationships with clients, contributing to the growth of branch profitability. Known for problem-solving abilities and commitment to enhancing the client experience. Previous roles have noted significant improvement in client satisfaction and retention rates due to these efforts.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Branch Relationship Officer
Erstwhile AXIS Bank(CITI Bank India)
06.2023 - Current
- Audit , Branch off sight review ,Control compliance.
- Lobby Service Manager.
- Cash Operation.
- Regulatory Notice/Display.
- CHQ inward/outward clearing.
- Monthly MIS and submission.
- Secure workplace & Data Retention.
Personal Banker
HDFC Bank
09.2021 - 06.2023
- Build good working relationships.
- Understand the needs of your business customer.
- Present the product or service favorably and in a structured professional way face to face
- Listen to customer requirements and present appropriately to make asale
- Maintain and develop relationships with existing customers in person and via telephone calls and emails
- Responsible for overall desk sales and operation activity which includes outbound calls, deals,position and adherence of internal process of dealing of residents with including non residents customer.
- Achieving Daily Sales Target , Insurance Products , CASA and lead generated by the Bank catchment
- Support various channel partners in consumer Banking related to NRI Accounts – Corporate, Individual Resident / Non Resident Clients.
- Handling transactions of customers through LTR Portal asthey flow through the bank, including hedge the risks internally
- Having experience and can access flex cube easily Sustaining client relationships and managing portfolio clients independently
- Working onCRM next Generating target, entering new leads in CRM next, mentioning and solving customer problems by entering the data in CRM next portal.
- With the help of CRM next increasing the new client base of approx. 20 cr from 150 group of customer.
- Deals in transaction like Fund transfer, NEFT, RTGS, Pay order,
- International Money transfer (Inward & Outward).
Education
Bachelor of Technology [B.Tech] (Computer Science) -
JAIPUR NATIONAL UNIVERSITY
01.2018
Skills
- Knowledge of financial sector
- Awareness of banking regulations
- Sales and influencing skills
- Team management
- Interpersonal skills
- Banking product knowledge
- MS Office(MS word,Excel,Powerpoint)
- Having proficiency in typing
- Completed Diploma in Computer application
- Tally
- Banking operations
- Credit Management
- Sale Management
- Advance Excel
- Third Party Products
Certification
- IRDA
- AMFI
Personal Information
- Father's Name: Mr. Rajiv Kumar Agrawal
- Date of Birth: 05/15/97
- Gender: Female
- Nationality: Indian
- Marital Status: Single
- Religion: Hindu
Languages
- Hindi
- English
Hobbies and Interests
- Writing
- Listening Music
Disclaimer
I hereby declare that all details stated above are true and correct to the best of my knowledge
Timeline
Branch Relationship Officer
Erstwhile AXIS Bank(CITI Bank India)
06.2023 - Current
Personal Banker
HDFC Bank
09.2021 - 06.2023
Bachelor of Technology [B.Tech] (Computer Science) -
JAIPUR NATIONAL UNIVERSITY
- IRDA
- AMFI
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