PALLAVI UPADHYAY
Bengaluru
Summary
PERSONAL BANKER - Leveraging 2+ years of experience
A results-driven individual with strong problem-solving, communication, and team collaboration skills, aiming to contribute effectively as a Personal Banker. Recognized for adaptability, strategic thinking, and a commitment to continuous improvement in fast-paced environments.
Overview
6
6
years of professional experience
Work History
Personal Banker
THE FEDERAL BANK LIMITED
10.2022 - Current
- Implementing new strategies to increase the cross sell of the products and generating further leads to boost the branch sales performance through effective product promotion and customer engagement.
- Promoted financial products by maintaining excellent service offering knowledge.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Reconciled customer accounts and balanced daily transactions.
- Maintained customer records and updated account information.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
- Verified customer identity and reviewed documentation for accuracy.
- Collected customer information and completed new account forms.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Responded to customer inquiries regarding new accounts and account services.
Research Intern
Mamtha Samajik Sanstha
02.2019 - 04.2019
- Company Overview: A non-profit organization aimed at providing dedicated service to the disadvantaged communities particularly women and girls of society in Uttarakhand.
- Organized and conducted workshops for providing awareness in the field of health and hygiene practices.
Education
ICSE - Class X
Brightlands School
Dehradun, India05.2014
ISC - Class XII
Brightlands School
Dehradun, India05.2016
Bachelor of Commerce (Honours) - Commerce
Uttaranchal University
Dehradun, India05.2019
Master of Commerce - Commerce
Hemvati Nandan Bahuguna Garhwal University
Dehradun, India07.2021
Skills
- Quality assurance management
- Fraud prevention
- Bulk filing
- Report generation
- Business development
- Problem Solving
- Account maintenance & Transaction processing
- Client relations
Key Projects
- Query and complains minimization for deliverables.
- Client relations and Quality Assurance Management.
- Project Management and Collaboration.
- Customer service and Specialization in Retail Banking.
PROFILE SUMMARY
A seasoned banking professional with over 2 years of extensive experience in customer service, financial operations, card operations, Query & Complaints Management and Retail banking. Known for delivering exceptional customer experiences, ensuring compliance with KYC norms, and implementing strategies that enhance transaction security and operational efficiency. Proficient in using tools like Finacle to automate quality control and reduce errors. Skilled in account management, grievance handling, and financial product advisement, with a focus on customer retention and satisfaction.
Timeline
Personal Banker
THE FEDERAL BANK LIMITED
10.2022 - Current
Research Intern
Mamtha Samajik Sanstha
02.2019 - 04.2019
ICSE - Class X
Brightlands School
ISC - Class XII
Brightlands School
Bachelor of Commerce (Honours) - Commerce
Uttaranchal University
Master of Commerce - Commerce
Hemvati Nandan Bahuguna Garhwal University
Similar Profiles
Animesh TiwariAnimesh Tiwari
Assistant Manager at The Federal Bank LimitedAssistant Manager at The Federal Bank Limited
Deepika ADeepika A
Zonal Liability Head- Chennai at THE FEDERAL BANK LIMITEDZonal Liability Head- Chennai at THE FEDERAL BANK LIMITED
Hardik JajadiyaHardik Jajadiya
Senior Manager & Branch Head at THE FEDERAL BANK LIMITEDSenior Manager & Branch Head at THE FEDERAL BANK LIMITED
VIDYA SAGARVIDYA SAGAR
Software Engineering Technical Leader at CiscoSoftware Engineering Technical Leader at Cisco
MITHUN G MMITHUN G M
Senior Logistics Specialist at Allyn InternationalSenior Logistics Specialist at Allyn International