RAJENDRA BANSIWAL
Jaipur
Summary
Detail-oriented professional with expertise in customer service, relationship management, and digital operations. Manages customer queries, maintains records, and resolves issues to foster long-term client relationships. Knowledgeable in banking operations, KYC processes, and cross-selling, seeking to leverage skills as a Probationary Officer, Phone Banking Officer, or Relationship Officer to enhance customer experiences and drive business growth.
Overview
2023
2023
years of professional experience
Work History
Sales Associate
MD finance and loan service
Dausa
09.2021 - 12.2022
- Educated customers on financing options tailored to their needs.
- Guided clients in understanding loan products and financial services, enhancing their confidence in financial decisions.
- Processed loan applications and conducted preliminary credit assessments.
- Teamed with colleagues to optimize sales processes, improving client interactions and efficiency.
- Resolved customer inquiries and issues promptly, ensuring high levels of satisfaction and trust.
Customer Relations Manager
Zenith Microfinance & Financial Services | Feb 2022 - Aug 2023
Jaipur
- Promoted banking products and digital services through relationship management, enhancing branch sales and exceeding cross-selling targets.
- Assisted 80+ customers daily by resolving account, transaction, and digital banking queries, delivering excellent customer service.
- Ensured high customer satisfaction by professionally handling complaints and providing accurate first-contact resolutions.
- Managed customer onboarding, KYC verification, and account documentation while ensuring 99% accuracy and regulatory compliance.
- Maintained CRM records and processed service requests while coordinating with internal teams for prompt issue resolution.
Insurance Customer Service Representative
Life Insurence corporation INDIA | Sep. 2023 - May 2026 |
- Guided clients in navigating insurance policies and coverage options to enhance understanding.
- Instructed clients on claims procedures and documentation requirements to ensure compliance.
- Coordinated communication between clients and underwriters for timely policy adjustments.
Education
Bachelor of Science - Mathematical Sciences
University of Rajasthan
JaipurMaster of Arts - English Language and Literature
University of Rajasthan
JaipurSkills
- Customer onboarding
- Cross-selling techniques
- Sales strategy
- Regulatory adherence
- Credit assessment
- Relationship management
- Product knowledge
EDUCATION
- Master of Arts (English Language & Literature)
University of Rajasthan - Bachelor of Science (Mathematics) | 2018 – 2021
University of Rajasthan, Jaipur - RSCIT – Computer Information Technology
Vardhman Mahaveer Open University (VMOU), Kota | Grade: A
KEY PROJECTS
Customer Relationship & Service Improvement
- Managed customer interactions, documentation, and query resolution using digital platforms while ensuring timely service delivery and accurate record management.
- Improved customer satisfaction through effective communication, problem-solving, and relationship management.
Student Performance Analysis & Data Management
- Analyzed student performance data using MS Excel to identify trends and recommend improvement strategies.
- Prepared performance reports, maintained accurate records, and supported data-driven decision-making using digital tools.
TECHNICAL SKILLS
Microsoft Excel | Microsoft Word | Microsoft PowerPoint | MS Office Suite | Google Workspace | Data Entry | Data Analysis | CRM Systems | Internet Research | Email Communication | Computer Network Operations | RSCIT | Digital Banking Awareness | Documentation | Online Platforms | Virtual Communication | Computer Applications | File Management
CORE SKILLS
Customer Relationship Management | Customer Service | Phone Banking | Banking Operations | Client Relationship Building | Sales & Cross-Selling | Lead Generation | Customer Query Resolution | Communication Skills | Active Listening | Analytical Thinking | Problem Solving | Time Management | Documentation | Decision Making | Team Collaboration | Attention to Detail | Adaptability | Target Achievement | Complaint Resolution
Timeline
Sales Associate
MD finance and loan service
09.2021 - 12.2022
Customer Relations Manager
Zenith Microfinance & Financial Services | Feb 2022 - Aug 2023
Insurance Customer Service Representative
Life Insurence corporation INDIA | Sep. 2023 - May 2026 |
Bachelor of Science - Mathematical Sciences
University of Rajasthan
Master of Arts - English Language and Literature
University of Rajasthan