RAJSHREE
Gurgaon, Haryana
Summary
A seasoned and organized individual with total experience of 5+ years in Banking Operations, Relationship Management who possesses expertise in customer service areas and operations
Overview
5
5
years of professional experience
1
1
Certification
Work History
PB-Authorizer
HDFC BANK
03.2022 - 07.2022
- Managed the daily operations of the branch
- Responsible for transaction monitoring, audit compliance, and legal notice management
- Managed a team of 3 employees and achieved successful conversions with them
Service Desk Manager-Authorizer
INDUSIND BANK
09.2019 - 03.2022
- Managed and approved daily branch transactions
- Managed legal notices, deceased claims, KYC, AML monitoring, and monthly reporting.
- Responsible for account opening and instruction process.
- Acquired new clients and successfully cross-sold multiple product lines.
Value Banker/CSO
ICICI BANK
01.2018 - 08.2019
- Handled day-to-day transactions at a current account servicing branch
- Handling portfolio of 200+ clients with a value of 10 Cr
- Acquired new customers while successfully cross-selling
Personal Banker
YES BANK LIMITED
- New account acquisition and cross-selling to portfolio clients
- Handled responsibilities such as legal notices, monthly reporting, suspense account monitoring, and deceased claims
- Participated in Internal Audit of two different branches and worked on the closure of reports.
Education
B.COM HONS. -
01.2015
12TH -
01.2012
10TH -
01.2010
Skills
- Operations & Sales
- Team management
- Team Motivation
- Portfolio Management
- New Business Development
Accomplishments
- Was PAN India no. 1 in FD creation from Savings Account for Q1 2019 in ICICI Bank.
- Awarded for CASA nos. Achievement on monthly basis for Q3 and Q4 2020-2021 in IndusInd Bank.
- Was top performer for Secured Credit Card sales from July 2020 till February 2021 and recognized by Cluster Head in monthly review meetings in IndusInd Bank.
Languages
Hindi
First Language
English
Proficient (C2)
C2
Certification
- IRDA Certificate
- AMFI certified
Timeline
PB-Authorizer
HDFC BANK
03.2022 - 07.2022
Service Desk Manager-Authorizer
INDUSIND BANK
09.2019 - 03.2022
Value Banker/CSO
ICICI BANK
01.2018 - 08.2019
Personal Banker
YES BANK LIMITED
B.COM HONS. -
12TH -
10TH -
Similar Profiles
KAMALA SUBRAMANIANKAMALA SUBRAMANIAN
Senior Vice President and Unit Head at HDFC Bank Limited, HDFC BankSenior Vice President and Unit Head at HDFC Bank Limited, HDFC Bank
Jignesh PatelJignesh Patel
Relationship Manager at HDFC Sales Pvt. Ltd. (Group Company Of HDFC Bank)Relationship Manager at HDFC Sales Pvt. Ltd. (Group Company Of HDFC Bank)
Prodip SahaProdip Saha
Collection Officer at HDFC Bank, Bajaj Finance, Axis Bank, IDFC BankCollection Officer at HDFC Bank, Bajaj Finance, Axis Bank, IDFC Bank
Rajan GargRajan Garg
Assistant Manager at HDFC Bank LTD (HDFC Sales Pvt Ltd)Assistant Manager at HDFC Bank LTD (HDFC Sales Pvt Ltd)
DR. ASHIMA SAXENADR. ASHIMA SAXENA
Assistant Professor at The NorthCap UniversityAssistant Professor at The NorthCap University