Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Pooja Yadav

Mumbai

Summary

  • To Associate myself with an organization, that provides na opportunity to use my knowledge and skills and make significant contributions to the organization, while being resourceful, innovation and flexibility

Overview

3
3
years of professional experience

Work History

IDFC FIRST BANK

Deputy Manager (Acquisition)
Mumbai
04.2022 - Current
  • Managed as a Corporate Office
  • Regular meetings with the corporate for monitoring, servicing better understanding of client business
  • Sales target spreads across liabilities, Retail assets, Business Banking, Cards, Investment etc.
  • Responsible for proactively selling full range of consumer and commercial products.
  • To maintain call report and MIS as required

Axis Bank

Senior Bank Officer
Mumbai
09.2021 - 03.2022
  • Working as Senior Bank Officer
  • Primary role in banking would be Acquisition of customer for CASA from the local market and selling cross sell banking and third product like Insurance, investment, plan etc
  • Resolve customer complaints quickly and effectively
  • Forward selling and cross selling opportunities to the sales team
  • Promote high quality sales supply and customer services process
  • To generate cross sales of various liability and assets product
  • To maintain call report and MIS as requires

HDB FINANCIAL SERVICE PRIVATE LIMITED

Bank Officer
Mumbai
03.2021 - 09.2021
  • Point of sale (POS) Machine management: Operated Pos Machine ensuring seamless financial transactions and customer services.
  • Resolve Customer complaints quickly and effectively
  • Forward selling and cross selling opportunities to the sales team
  • To generate cross sales of various liability and assets products
  • To maintain call report and MIS as required

Education

B.M.S BEACHALOUR OF MANAGEMENT STUDIES - HR

JASHIBHAI MAGANBHAI PATEL COLLEGE OF COMMERCE
Mumbai, MH
10-2020

H.S.C Commerce -

Sanskardham College of Commerce
Mumbai, MH
02-2016

Skills

  • Teamwork
  • Customer Service
  • Data research & Data Collection
  • General Management
  • Multitasking

Languages

English
Intermediate
B1
Hindi
Advanced
C1

Timeline

IDFC FIRST BANK

Deputy Manager (Acquisition)
04.2022 - Current

Axis Bank

Senior Bank Officer
09.2021 - 03.2022

HDB FINANCIAL SERVICE PRIVATE LIMITED

Bank Officer
03.2021 - 09.2021

B.M.S BEACHALOUR OF MANAGEMENT STUDIES - HR

JASHIBHAI MAGANBHAI PATEL COLLEGE OF COMMERCE

H.S.C Commerce -

Sanskardham College of Commerce
Pooja Yadav