Poonam Johar
Sri Ganganagar
Summary
Dynamic Office Assistant with a proven track record at Saurashtra Gramin Bank, excelling in customer relationship management and the strategic selling of financial products. Demonstrated expertise in bookkeeping and efficient data submission, alongside exceptional scheduling and call handling skills. Achieved significant CASA account growth through effective communication and meticulous attention to detail.
Overview
4
4
years of professional experience
Work History
Office Assistant Multi Purpose
Saurashtra Gramin Bank (Sponsored by SBI)
03.2020 - 04.2024
- Cash and clearing related operational work.
- Cross selling of third party products like life insurance, general insurance and mutual fund.
- Penetration of various financial inclusion products like PMSBY, PMJJBY, PMJDY and APY.
- Maintaining good customer relationships and providing and satisfying customer needs align with the bank's products.
- Keeping continuous touch with customers by regular calling and meeting.
- Timely submission of compliance of various audit related comments
- Having proficient knowledge of bank's products and services to meet customer needs
- Having experience in sourcing new CASA accounts by door to door campaigning and regular meeting with customers to source CASA deposits
- Timely submission of various data and statements to controlling office with accuracy
Education
Bachelors of Technology - Electronics And Communication
Rajasthan Technical University
Kota Rajasthan08-2011
Skills
- Scheduling
- Mail handling
- Call handling
- Bookkeeping
- Timely submission of accurate data and statements
Languages
Hindi
English
Gujarati
Punjabi
Timeline
Office Assistant Multi Purpose
Saurashtra Gramin Bank (Sponsored by SBI)
03.2020 - 04.2024
Bachelors of Technology - Electronics And Communication
Rajasthan Technical University
Similar Profiles
Abhishek PatelAbhishek Patel
Probationary Officer (Trainee) at SAURASHTRA GRAMIN BANKProbationary Officer (Trainee) at SAURASHTRA GRAMIN BANK
ABID HUSSAIN BARBHUIYAABID HUSSAIN BARBHUIYA
Branch Manager at ASSAM GRAMIN VIKASH BANKBranch Manager at ASSAM GRAMIN VIKASH BANK
Shreeram KumarShreeram Kumar
Senior Branch Manager at Dakshin Bihar Gramin BankSenior Branch Manager at Dakshin Bihar Gramin Bank