Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Pooja Narendra Bhatt

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Summary

- Objective: - Work as an excellent team player and constantly strive towards achieving the professional goals. Explore new areas of opportunities within the organization, add values and enhance skills resulting in both professional and organizational growth.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Relationship Manager

Indusind Bank Ltd
05.2023 - 08.2023
  • Descriptions
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Maintained knowledge on banking products and distribution to provide optimal service support.

Deputy Manager

Yes Bank Ltd, NR Relationship Manager
10.2021 - 05.2022
  • Description
  • Service Delivery & Excellence: Ensuring service delivery as per the established bench mark son TAT and complaint management
  • Handling mapping portfolio of NRI customer
  • Fixed Meeting to client and explain banking product and sell product according to client requiment.
  • Resolve service related issue and cross sell the bank products like MF and insurance.
  • Update yes genie of your customer on daily basis
  • Source NTB and NTF from open market
  • Update Re-Kyc of portfolio client within TAT

Sales Officer

HDFC Bank Limited
01.2016 - 02.2017
  • Descriptions
  • Going with Relationship manager for opening an accounts
  • Handel lobby customer standing in queue
  • NTB growth as pert are gets set for the branch
  • Maintain Daily sales reports on daily basis
  • Active mobile banking and Internet banking
  • Forecasted sales and established processes to achieve sales objectives and related metrics.
  • Connected with prospects through trade shows, cold calling and local-area networking.
  • Achieved dramatic sales increase by skillfully managing relationships and proactive sales approaches.
  • Directed sales support staff in administrative tasks to help sales reps close deals.
  • Captured and completed sales with customer-savvy quotes, proposals, and contract management strategies.
  • Developed sales strategy based on research of consumer buying trends and market conditions.

Accountant

Rajesh G Shah & Company
07.2013 - 09.2015
  • Description
  • Make Financial Statements of Client's Profit/Loss account Balance sheet and Computation
  • File IT Returns of the Clients (Income Tax Returns, VAT and CST)
  • Make Tally Entry of Clients and Employer for financial activity
  • Visit Client Place and Vouch the Bills and any other Supporting Documents (Bill of sales and
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Gathered financial information, prepared documents, and closed books.

Education

Bachelors in Accounting And Finance - Accounting And Finance

Somaiya College
Vidyavihar, Mumbai
04.2013

Higher School Certification (H.S.C) - Banking And Financial Support Services

Somaiya College
Vidyavihar, Mumbai
02.2010

Secondary School Certificate -

S.P.R Jain School
Mumbai, Ghatkopar West
03.2008

Skills

  • Coordination
  • Banking Marketing
  • Negotiation
  • Selling Skills
  • Cashier's Checks
  • Customer Standards Compliance

Certification

Certificate from Institute of chartered accountancy of India for Information Technology.

Languages

Hindi
Advanced (C1)

Timeline

Relationship Manager

Indusind Bank Ltd
05.2023 - 08.2023

Deputy Manager

Yes Bank Ltd, NR Relationship Manager
10.2021 - 05.2022

Sales Officer

HDFC Bank Limited
01.2016 - 02.2017

Accountant

Rajesh G Shah & Company
07.2013 - 09.2015

Bachelors in Accounting And Finance - Accounting And Finance

Somaiya College

Higher School Certification (H.S.C) - Banking And Financial Support Services

Somaiya College

Secondary School Certificate -

S.P.R Jain School

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Pooja Narendra Bhatt