Omkar Salvi
Badlapur
Summary
Results-driven banking operations professional with expertise in customer service enhancement and compliance management. Managed account openings and KYC verification for retail clients, ensuring regulatory adherence. Resolved customer inquiries efficiently, strengthening client relationships. Promoted financial products, improving client engagement and financial literacy.
Overview
3
3
Languages
2
2
years of post-secondary education
3
3
years of professional experience
Work History
Assistant Manager
Kotak Mahindra Bank Pvt Ltd
Thane
09.2024 - Current
- Oversaw Kotak Mahindra Bank operations and coordinated daily customer service tasks to enhance client satisfaction.
- Executed account opening, KYC verification, and document review for retail banking clients, ensuring compliance and accurate record-keeping.
- Promote and open Recurring Deposit (RD) accounts for clients to help them build disciplined savings
- Promoted and sourced General Insurance policies, providing clients with essential coverage options. General Insurance policies, explain coverage, riders, and premium options clearly.
- Addressed customer queries through bank systems and service request procedures, improving response times and customer experience.
Customer Service Representative
Eureka outsourcing globe
Thane
04.2023 - 09.2024
- Responded to customer inquiries through phone, email, live chat, and in-person support, by resolving issues to enhance customer experience.
- Addressed product or service complaints with empathy and professionalism, fostering customer satisfaction and loyalty. Address product or service issues with empathy and professionalism.
- Handled inbound customer inquiries for outsourcing client accounts
- Resolved billing, service, and account questions through phone and email
Education
Bachelor of Commerce - Banking And Insurance
N.G. Bedekar College of Commerce
Thane 10.2021 - 03.2024
Skills
- KYC compliance
- Account opening
- Compliance management
- Bank systems navigation
- Service request handling
- Insurance sales
- Customer relationship management
Languages
English
First Language
Hindi
Beginner (A1)
A1
Marathi
Beginner (A1)
A1
Timeline
Assistant Manager
Kotak Mahindra Bank Pvt Ltd
09.2024 - Current
Customer Service Representative
Eureka outsourcing globe
04.2023 - 09.2024
Bachelor of Commerce - Banking And Insurance
N.G. Bedekar College of Commerce
10.2021 - 03.2024