Pragati Thakur
Mumbai
Summary
I would like to be a part of an organization where I could use and enhance my knowledge and talent for the development of both the organization and myself.
Skilled in managing new account setups and customer service operations for financial institutions. Have experience handling client inquiries, processing financial documents, and ensuring compliance with banking regulations. Strengths include strong organizational skills, effective communication abilities, and proficiency in data entry and management software. Contributed to improving customer satisfaction rates through efficient account handling and problem resolution.
Overview
6
6
years of professional experience
Work History
PERSONAL BANKER (Manager)
HDFC BANK LTD.
01.2025 - Current
Branch Relationship Officer (Deputy Manager)
AXIS BANK LTD.
BKC
09.2022 - 12.2024
- Promoted to Manager within 6 months due to consistent overachievement of targets
- Achieved 2x MDRT qualification, representing top-tier performance in financial services sales
- Sourced new business accounts and delivered cross-sell of loans, insurance, and banking solutions
- Built strong client relationships, contributing to portfolio growth and customer retention
- Ensured 100% compliance with regulatory norms, including KYC and audit standards
Relationship Officer
SBICAPS
02.2021 - 11.2021
Business Development Manager
BANK OF BARODA CAPITALS
01.2020 - 11.2020
- Handle and support Demat & Trading account activation, servicing, and cross-selling across 20 assigned branches in South India.
- Coordinate with Bank of Baroda branches to generate leads for new account openings.
- Provide product training and support to branch staff to improve broking business conversions.
- Ensure timely processing of KYC and account opening forms in compliance with SEBI and BOBCAPS norms.
Education
Post graduation diploma - banking services
Manipal university
B.E - Electronics and communication
TIT science
H.S.C - Science, with Mathematics
VIVEK JAGRATI H.S. SCHOOL
M.PSkills
- Wealth management
- Relationship building
- Transaction processing
- Increased revenue
- Financial advisement
- Financial services
- Sales strategy
- Sales growth
- Branch operations
- Branch management
- Cross-selling and upselling
- Banking policies and procedures
- Relationship management
- Financial product sales
- Banking regulations
- Customer satisfaction
Expertise Highlights
- Completed certification of IRDA for Insurance
- Completed Certification of NISM Mutual fund distributor
Languages
English
Beginner
A1
Timeline
PERSONAL BANKER (Manager)
HDFC BANK LTD.
01.2025 - Current
Branch Relationship Officer (Deputy Manager)
AXIS BANK LTD.
09.2022 - 12.2024
Relationship Officer
SBICAPS
02.2021 - 11.2021
Business Development Manager
BANK OF BARODA CAPITALS
01.2020 - 11.2020
Post graduation diploma - banking services
Manipal university
B.E - Electronics and communication
TIT science
H.S.C - Science, with Mathematics
VIVEK JAGRATI H.S. SCHOOL
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