Parul Yadav
Summary
Dynamic finance professional with a proven track record at HDFC Bank, enhancing client portfolio growth and branch profitability through effective sales strategies and operations management. Skilled in cost analysis and fostering strong client relationships, achieved notable revenue generation and digital banking adoption. Demonstrates exceptional performance improvements and compliance adherence.
Overview
5
5
years of professional experience
Work History
Deputy Manager
HDFC Bank
09.2023 - Current
- Acquire new customers and manage relationships with existing clients to enhance banking product penetration.
- Cross-sell and upsell banking products, including savings accounts, fixed deposits, loans, credit cards, and investment products.
- Generate revenue through sales of financial products while ensuring compliance with banking policies and regulations.
- Maintain strong customer relationships by providing excellent service and resolving queries efficiently.
- Achieve assigned sales targets and contribute to branch profitability.
- Assist customers with digital banking solutions and promote online banking adoption.
Assistant Manager
Capital League
09.2019 - 08.2023
- Oversaw daily mutual fund transaction including trade settlement, NAV calculation and reconciliations.
- Developed and maintained relationship with fund service providers and external auditors.
- Coordinated with fund administrators and investment advisors to ensure smooth fund operation.
- Prepared and reviewed financial statements and reports for investors and regulatory bodies.
- Assisted in the development and implementation of polices and procedures to maintain compliance with industry standards.
Education
Bachelor of Commerce -
Delhi University
New Delhi, IndiaMaster of Commerce -
IGNOU
New Delhi, IndiaPG Diploma in Banking, Finance & Wealth Management -
Trigya School of Finance & Management
New Delhi, IndiaSkills
- Cost analysis and savings
- Operations management
- Performance improvements
- Sales strategies
Languages
English
Timeline
Deputy Manager
HDFC Bank
09.2023 - Current
Assistant Manager
Capital League
09.2019 - 08.2023
Bachelor of Commerce -
Delhi University
Master of Commerce -
IGNOU
PG Diploma in Banking, Finance & Wealth Management -
Trigya School of Finance & Management
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