Ojasvi Gupta
Noida
Summary
Skilled Personal Banker with effective background in financial services industry. Noted for strong client service skills, ability to assess customer needs and tailor banking solutions accordingly. Demonstrates prowess in cross-selling banking products and services, establishing long term client relationships, and contributing to business growth. Committed to maintaining up-to-date knowledge on banking products, trends, and regulations.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Personal Banker
Barclays
Noida
04.2023 - Current
- Facilitated resolution of customer disputes in a fair manner while protecting the interests of the bank.
- Identified transaction errors for unbalanced debits and credits.
- Advised customers on various financial products available from the bank.
- Provided customer service to clients, including answering questions and resolving issues.
Personal Banker
Concentrix Daksha Private Ltd
Noida
03.2021 - 03.2023
- Followed operational standards, promoting security, risk management and compliance.
- Assisted and advised customers on using online and mobile banking systems.
- Maintained position of trust and responsibility by keeping customer business confidential.
Refund Specialist
V care call center
Noida
08.2019 - 07.2020
- Expedited resolutions to correct customer problems and complaints.
- Investigated claims of fraud or abuse relating to refund requests.
- Answered questions from customers via phone, email, or other methods of communication.
Customer Service Representative
Tech Mahindra / Flipkart
Noida
08.2018 - 05.2019
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Identified areas of improvement in customer service processes and suggested changes accordingly.
- Developed strong relationships with customers by providing personalized assistance and support.
Education
Bachelor of Commerce - Accounting And Finance
Chhatrapati Shahu Ji Maharaj University
09-2020
Skills
- Transaction processing
- Regulatory compliance
- Risk management
- Fraud investigation
- Active listening
- Fee collection
- Problem-solving abilities
- Product knowledge
- Negotiation expertise
- Positive attitude
- Verbal and written communication
- Banking regulations
Certification
- Advance Diploma in computer/Excel
Languages
Hindi
First Language
English
Proficient (C2)
C2
Timeline
Personal Banker
Barclays
04.2023 - Current
Personal Banker
Concentrix Daksha Private Ltd
03.2021 - 03.2023
Refund Specialist
V care call center
08.2019 - 07.2020
Customer Service Representative
Tech Mahindra / Flipkart
08.2018 - 05.2019
Bachelor of Commerce - Accounting And Finance
Chhatrapati Shahu Ji Maharaj University
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