Pallavi Bhardwaj
Bulandshahr
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
5
5
years of professional experience
2016
2016
years of post-secondary education
Work History
Service Delivery Manager
Indusind bank
Dadri
05.2022 - Current
- Handling Customer Queries and help them to provide solution .
- Cross sell Bank products from walk in customer by maintaining a good Relationship .
- Sources new bank customers through external individual efforts and acquisitions channel
- Sometimes dealing in cash and non-cash transaction.
- Maintaining records of cash, non-cash vouchers and customer requests.
- Analyzed customer feedback to identify areas for improvement in services.
- Doing authorization of cash and non-cash transactions.
- Managed service delivery processes to enhance customer satisfaction and operational efficiency.
- Established strong relationships with clients to better understand their needs.
Relationship Officer
Kotak mahindra bank
Noida
03.2020 - 04.2022
- Cross sells bank products to existing set of branch customers which are mapped
- Developing new and expanding existing High Net worth customer relationships for liabilities by sourcing customers
- Maintains complete relationship record for assigned customer account
- Sources new bank customers through external individual efforts and acquisitions channel
- Managed client accounts by addressing inquiries and resolving issues promptly.
- Provided financial product recommendations based on client needs and preferences.
- Assisted customers in opening new accounts and resolving any queries or issues they had.
Education
MBA - Fiancee And Marketing
Jaipuria Institute of Management
Ghaziabad 08.2018 - 04.2020
RK EDUCATIONAL SCHOOL
Sikandarbad Skills
- Customer relationship management
- Cash handling
- Transaction authorization
- Service improvement analysis
- Cross selling techniques
- Effective communication
- Client relationships
Accomplishments
- Received BBH trophy for exceptional contributions in Current account business in MAY 2025 & APRIL 2025
- Received award for health insurance multiple times at IndusInd Bank.
- Received ZH trophy for qualification in revenue in JAN '24
- Managing and launching the new branch as an officating OPERATION HEAD for one year .
Timeline
Service Delivery Manager
Indusind bank
05.2022 - Current
Relationship Officer
Kotak mahindra bank
03.2020 - 04.2022
MBA - Fiancee And Marketing
Jaipuria Institute of Management
08.2018 - 04.2020
RK EDUCATIONAL SCHOOL