RAHUL WASAN
PERSONAL BANKER
NEW DELHI
Summary
Organized financial professional aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services and branch operations.
Overview
7
7
years of professional experience
4
4
years of post-secondary education
2
2
Certifications
Work History
Personal Banker
HDFC BANK LTD
NEW DELHI
12.2021 - Current
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
- Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships,
- Sales targets spread across Liabilities, Retail Assets, Business Banking, Credit Cards, investments etc.
- Retention of the customers by providing the best possible services and being the dedicated point of contact for high net worth customers
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Promoted financial products by maintaining excellent service offering knowledge.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
Teller
HDFC BANK LTD
05.2019 - 11.2021
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Handling Non-Cash transactions like DD/MC/TC, Fund transfer etc,
- Processed customer transactions promptly, minimizing wait times.
- Management & Branch Audit & Compliance
- Handled various accounting transactions.
- High attention to detail, accuracy as well as customer service orientation
- Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
- Educated customers on use of banking website and mobile apps.
Account Executive
Krishna Enterprises
06.2017 - 05.2019
- Maintain day to day books of Accounts in Tally,
- Maintain Bank Reconciliation Statement and Reconciliation Of Debtors & Creditors,
- Maintain Journal Entry Sale, Purchase & Expense Invoice,
- Calculation of TDS Deposit Tax Challan,
- Corporate banking,
- Preparation of debtors’ statements on weekly basis
- Payment of all Vendors and Official Expenses
Account Executive
Kelvin Enterprises Pvt. Ltd
12.2014 - 05.2017
- Maintain day to day books of Accounts in Tally,
- Maintain Bank Reconciliation Statement and Reconciliation Of Debtors & Creditors,
- Maintain Journal Entry Sale, Purchase & Expense Invoice,
- Invoicing.
Education
Bachelor of Commerce -
DELHI UNIVERSITY SCHOOL oF OPEN LEARNING
NEW DELHI 06.2011 - 10.2014
HIGHER SECONDARY - COMMERCE
SARVODAYA BOYS SSS NO.1
NEW DELHI 04.2010 - 05.2011
Skills
Banking
Portfolio assessment
Financial product knowledge
Banking operations knowledge
Relationship building and management
Cash Handling
Accomplishments
- Computer Skills
- Operating system
- Good knowledge in Microsoft office (Word & Excel)
- Tally Erp9
- Internet Operations, Banking & E-mail handling.
Certification
IRDA
Timeline
Personal Banker
HDFC BANK LTD
12.2021 - Current
Teller
HDFC BANK LTD
05.2019 - 11.2021
Account Executive
Krishna Enterprises
06.2017 - 05.2019
Account Executive
Kelvin Enterprises Pvt. Ltd
12.2014 - 05.2017
Bachelor of Commerce -
DELHI UNIVERSITY SCHOOL oF OPEN LEARNING
06.2011 - 10.2014
HIGHER SECONDARY - COMMERCE
SARVODAYA BOYS SSS NO.1
04.2010 - 05.2011