PANKAJ GUPTA
VARANASI
Summary
Highly motivated and experienced banking professional with 5 years of experience in the banking industry. Possess a proven track record of providing financial services and advice to customers, managing portfolios, and providing solutions to challenging situations. Possess a strong work ethic, excellent interpersonal and communication skills, and the ability to work well in a team environment.
Overview
6
6
years of professional experience
1
1
Certification
Work History
PERSONAL BANKER AUTHORISER
HDFC BANK
VARANASI
04.2023 - Current
- To ensure the branch customers are adequately serviced and appropriate products sold to them in a customer friendly environment.
- Supervising and managing a team of banking professionals.
- Maintaining compliance with all regulatory requirements and ensuring that all staff members are fully trained on industry standards.
- Implementing policies and procedures to improve operational efficiency and customer experience.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
PERSONAL BANKER
HDFC BANK
VARANASI
06.2022 - 03.2023
- Managed a portfolio of over 150 clients, providing them with personalized banking solutions.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Offer and explain financial products and services to clients.
- Resolve client issues and provide exceptional customer service.
- Monitor account activities and offer financial advice to enhance client portfolios.
- Achieve sales targets for financial products and services.
Customer Care Executive
HDFC BANK
VARANASI
05.2019 - 05.2022
- Processed customer transactions promptly, minimizing wait times.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
- Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
- Supported branch goals by participating in initiatives aimed at improving overall bank performance and customer satisfaction.
Education
POST GRADUATE DIPLOMA IN MANAGMENT - FINANCE AND MARKETING
SRI RAM MURTI SMARAK INTERNATIONAL BUSINESS SCHOOL
LUCKNOW01-2019
Bachelor of Commerce - Commerce
MAHATMA GANDHI KASHI VIDHYAPEETH
VARANASI01-2016
Skills
- Client Relationship Management
- Business Development
- Portfolio Management
- Strong problem- solving and analytical skills
- Staff supervision
- Excellent communication and interpersonal skills
Languages
English
First Language
English
Upper Intermediate (B2)
B2
Hindi
Upper Intermediate (B2)
B2
Certification
- NISM VA
- IRDAI
Timeline
PERSONAL BANKER AUTHORISER
HDFC BANK
04.2023 - Current
PERSONAL BANKER
HDFC BANK
06.2022 - 03.2023
Customer Care Executive
HDFC BANK
05.2019 - 05.2022
POST GRADUATE DIPLOMA IN MANAGMENT - FINANCE AND MARKETING
SRI RAM MURTI SMARAK INTERNATIONAL BUSINESS SCHOOL
Bachelor of Commerce - Commerce
MAHATMA GANDHI KASHI VIDHYAPEETH
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