Pradnya Gaikwad
Badlapur
Summary
Results-driven Operations and Sales Professional with 2+ years of banking operations experience and 4+ years in sales. Strong expertise in transaction processing, documentation control, CRM systems, and Advanced Excel with a proven record of accuracy and target achievement.
Overview
10
10
years of professional experience
1
1
Certification
Work History
CASH TELLER
KOTAK MAHINDRA BANK
Dombivali
04.2023 - Current
- Process deposits, withdrawals, loan payments, cheque encashment, and demand drafts accurately.
- Balance daily cash drawer and ensure proper reconciliation with zero discrepancies.
- Handle AOF processing and resolve service requests through K-Force (Salesforce).
- Maintain DLMS cheque returns, Instakit, passbooks, demand drafts, and required branch registers.
- Perform weekly cash offloading as per operational guidelines.
- Ensure compliance with RBI and internal audit standards.
- Assist customers with account-related queries and provide quick resolution.
- Promote digital banking services and educate customers on mobile and internet banking.
- Train new employees on teller operations and service standards.
ASSISTANT MANAGER
AXIS BANK
04.2021 - 09.2021
- Identify sales opportunities for both the Bank and third party products by acquiring new customers and building new relationships.
- Manage business relations with existing customers to increase the depth of existing relationships.
- Achieve sales targets as assigned by the organization on a monthly basis.
- Record and track all engagement activities through the CRM system.
CLIENT RELATIONSHIP PARTNER
YES BANK LTD
09.2019 - 01.2021
- Interacting with clients for service related and business related queries.
- Specialized products for job roles are CASA, FD and Bancassurance.
- Utilization of practical and strategic decision making for better enhancement and outcome of business.
- Maximizing sales knowledge and maintaining professional relationship with client.
TEAM CO-ORDINATOR
BLACK ANT FINSERV
02.2017 - 06.2019
- Customer handling over phone and responsible for sourcing business.
- Explain the product and convince the customer to take personal loans.
- Manage relationship with Customers/Branches.
- Achieve assigned targets and daily sales reporting.
COUNSELLOR CUM ADMIN
SAHYOG COLLEGE OF MANAGEMENT STUDIES
03.2016 - 12.2016
- To give counseling to all the walk-ins and telephonic enquiries.
- Keeping records of day to day activities and arrangements of day to day requirements by staff.
- Maintain student attendances record and handling student queries.
- Confer with parents or guardians, teachers and administration to resolve student's behavioral, academic and other problems.
Education
BCA - ComputerApplication
Sahyog College of Management Studies
Thane, IndiaSkills
- Core Banking Operations
- Cash Handling & Reconciliation
- K-Force (Salesforce)
- DLMS
- Advanced Excel (VLOOKUP, HLOOKUP, Pivot Table, Basic Formulas)
- MS Office (Word, Excel, PowerPoint)
Certification
- MS-CIT, 08/01/15
- Advance Excel, 01/01/19
Disclaimer
I hereby declare that all the information provided in this resume is true to the best of my knowledge and belief.
Personal Information
- Title: Banker
- Date of Birth: 07/15/93
- Nationality: Indian
Languages
English
Elementary
A2
Marathi
Proficient
C2
Hindi
Proficient
C2
Timeline
CASH TELLER
KOTAK MAHINDRA BANK
04.2023 - Current
ASSISTANT MANAGER
AXIS BANK
04.2021 - 09.2021
CLIENT RELATIONSHIP PARTNER
YES BANK LTD
09.2019 - 01.2021
TEAM CO-ORDINATOR
BLACK ANT FINSERV
02.2017 - 06.2019
COUNSELLOR CUM ADMIN
SAHYOG COLLEGE OF MANAGEMENT STUDIES
03.2016 - 12.2016
BCA - ComputerApplication
Sahyog College of Management Studies