Pratima Kumari
Assistant manager
Pune,MH
Summary
Customer focused bank cash management with 2+ years of experience handling high-volume transactions and providing excellent customer service. Adept at balancing cash drawers, identifying discrepancies, and promoting financial products to increase revenue.
Overview
4
4
years of professional experience
Work History
Assistant Branch Manager
Kotak Mahindra Bank
05.2023 - Current
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Assisted in achieving branch sales goals by identifying potential cross-selling opportunities and promoting bank products and services.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Finance professional with two years of experience in raising all types of service requests from customers, maintaining Excel, and focusing on financial accuracy. Skilled in maintaining precise financial records, and enhancing banking operations.
- Handling customer outward remittance and inward remittance.
- Raising all types of customer requests through the Salesforce application or SRVBM.
Junior Officer
HDB Financial Services
01.2022 - 04.2023
- Service to HDFC customers as a personal banker, managing my own portfolio of 1,500 customers for fulfilling their needs.
- Analyzing customer needs and handling their requests, complaints, etc.
- We provide knowledge regarding new products to customers.
Education
Bachelor of Commerce - Finance
Sri Sharda Group Of Institutions, Lucknow
Lucknow, India 04.2001 -
Skills
Financial Analysis
Client Relationship Management
Asset Management
Risk Assessment
Investment Strategies
Banking Regulations
Account Management
Cross-functional Collaboration
Cash handling
Account analysis
Branch service quality
Audit monitoring
Operations management
Timeline
Assistant Branch Manager
Kotak Mahindra Bank
05.2023 - Current
Junior Officer
HDB Financial Services
01.2022 - 04.2023
Bachelor of Commerce - Finance
Sri Sharda Group Of Institutions, Lucknow
04.2001 -