PRANJIT SARMA
Mangaldai
Summary
Dynamic Personal Banker with, excelling in customer relationship management and sales strategy. Proven track record in enhancing client satisfaction through tailored financial solutions and effective problem-solving. Skilled in digital banking education, I foster strong relationships while driving portfolio growth and ensuring service quality.
Confident Personal Banker professionally handling complaints and problems to build customer loyalty. Skilled in handling transfers, processing checks, and presenting financial products to customers. Solid knowledge of personal banking practices and regulations.
Overview
6
6
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work History
Personal Banker Sales
HDFCBANK LTD
Mangaldoi
08.2019 - Current
- Developd and maintained strong relationships with clients, offering personalized banking services to enhance customer satisfaction.
- Resolved client queries and complaints efficiently, maintaining high standards of customer service and retaining client loyalty.
- Advised on a range of financial products including mortgages, loans, and insurance, ensuring suitability for the client's financial situation.
- Monitored client accounts regularly, making adjustments to financial plans based on changing needs and market conditions.
- Educated customers on digital banking tools and services for improved accessibility.
Education
Bachelor of Science - Statistics
Mangaldai College
Mangaldoi, India 01.2015 - 02.2019
HS -
Jyan Vikash Academi
HSLC -
Pachim Rangamati HS School
Skills
- Customer relationship management
- Service quality assurance
- Digital banking education
- Sales strategy
- Problem solving
- Time management
- Relationship building
- Portfolio management
- Cross-selling and upselling
- Customer service
Certification
- IRDA certified
- NISM certified
Accomplishments
- Qualified for MDRT Malaysia, 2022
- Qualified GI and sahi contest, 2023
- Qualified premium account contest, 2023-06-01
- Qualified credit card contest, 2023
- Qualified bull run contest for demat/HSL, 2023
Languages
- Assamese
- Hindi
- English
Personal Information
Languages
Assamese
First Language
English
Intermediate
B1
Hindi
Advanced
C1
Timeline
Personal Banker Sales
HDFCBANK LTD
08.2019 - Current
Bachelor of Science - Statistics
Mangaldai College
01.2015 - 02.2019
HS -
Jyan Vikash Academi
HSLC -
Pachim Rangamati HS School