Manhwa
Priyanka Saini
New Delhi,DL
Summary
Experience Credit analyst and Insurance Advisor with over 6.10 years of experience in Bank and Insurance sector. Excellent reputation for resolving problems and improving customer satisfaction. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
7
7
years of professional experience
14
14
years of post-secondary education
Work History
Credit Card Specialist
American Express
Gurgaon, HR
09.2019 - 09.2022
- Fielded incoming customer calls to deliver high-quality solutions.
- Generated reporting to aid leadership with information to determine future credit card goals.
- Recommended products and services to meet customers' credit card and banking needs.
- Maintained product details and protocols to comply with contracts and disclosures.
- Monitored existing customer accounts for continued creditworthiness based on analysis of past performance and current information.
- Minimized accounts receivable collections and reconciled customer billings and statements.
- Reviewed customer files on regular basis to make sure receivables were in sound condition.
- Improved understanding of financial statements, which helped in assessing risk.
- Complied with internal controls and government regulations.
- Fielded 70 incoming customer calls to deliver high-quality solutions
UNIVERSAL BANKER
Barclays Bank PLC
Noida, UP
03.2018 - 09.2019
- Determine customers' financial services needs and prepare proposals to sell services that address these needs
- Contact prospective customers to present information and explain available services
- Develop prospects from current commercial customers, referral leads, or sales or trade meetings
- Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis
- Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives
- MS Office
- Business Writing Skills as of June 2014
- Completed Working with Assertiveness as of April 2014.
JUNIOR PRODUCT ENGINEER
HCL
Noida, UP
12.2014 - 08.2015
- Provide technical support and instruction to staff or customers regarding equipment standards, assisting with specific, difficult in-service engineering
- Develop or perform operational, maintenance, or testing procedures for electronic products, components, equipment, or systems
- Evaluate operational systems, prototypes and proposals and recommend repair or design modifications, based on factors such as environment, service, cost, and system capabilities
- Determine material and equipment needs and order supplies.
INSURANCE ADVISOR
EXL
Noida, UP
05.2013 - 11.2014
- Refer questionable claims to investigator or claims adjuster for investigation or settlement
- Customize insurance programs to suit individual customers, often covering a variety of risks
- Explain features, advantages and disadvantages of various policies to promote sale of insurance plans
- Calculate premiums and establish payment method
- Examine claims forms and other records to determine insurance coverage.
Education
BCOM Accounting - Finance
Vinayaka Missions University
Delhi, DL 04.2001 - 09.2013
High School Diploma -
ACN International University
New Delhi, DL 04.2003 - 06.2004
Skills
Credit risk
Interests
Net surfing
Music ( K-pop )
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Remember that not getting what you want is sometimes a wonderful stroke of luck.
Tenzin Gyatso, Fourteenth Dalai Lama
Timeline
Credit Card Specialist
American Express
09.2019 - 09.2022
UNIVERSAL BANKER
Barclays Bank PLC
03.2018 - 09.2019
JUNIOR PRODUCT ENGINEER
HCL
12.2014 - 08.2015
INSURANCE ADVISOR
EXL
05.2013 - 11.2014
High School Diploma -
ACN International University
04.2003 - 06.2004
BCOM Accounting - Finance
Vinayaka Missions University
04.2001 - 09.2013