KHUSHBU SINGH
Raurkela
Summary
A result-oriented professional with 11 years 7 months of experience in Branch banking operations, customer service officer, Branch sales and relationship manager and backup operations head. I had a proficiency in handling operations like teller counter, clearing desk, rtgs, neft, transfer and bulk salary, eph etc all branch operations activity, portfolio handing and all Sales like CASA, Life insurance, general insurance, Mutual fund etc, Customer queries, performing branch banking activities and sourcing new business for retail banking division. Skilled in all aspects of performing all types of transaction, issuing money orders, cashing checks, cross-selling banking products and services and related duties. Well-developed communication skills demonstrated through extensive customer service, preparing reports and paperwork and positive interaction with individuals at all levels.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Branch Head
Tata asset management ltd
Rourkela
08.2025 - Current
- Managed client relationships, addressing inquiries and resolving issues promptly.
- Oversaw daily branch activities, ensuring efficient workflow and resource allocation.
relationship manager
ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY
Rourkela
10.2024 - 07.2025
- Handling the portfolio of 589 client and converting them with new business and service related issue.
- Handling total AUM of 89 crore.
- Cross-selling the product and joining new client to the portfolio.
Deputy Manager
AXIS BANK LTD.
08.2013 - 08.2024
- Handling Operational activity like teller counter, bulk salary upload, rtgs, neft, transfer and all branch activity and also Sales activity like CASA, Life insurance, general insurance, Mutual fund etc and also cross-sell the products.
- Also qualified in mdrt.
- Selling of financial product like life insurance, general insurance, mutual fund, saving account & current account.
- Advising on business operating model, operational processes, systems and tools (both tactical and strategic) for new shared service function around Data Management.
- Drive and manage projects and initiatives to define, develop and implement some of these items.
- Work to map out existing capabilities across the Group where similar processes are currently executed in a distributed manner.
- Work with senior stakeholders within Group Services and other Divisions to achieve these objectives.
- Bring expert knowledge and experience into the team and upskill its existing members.
Education
Post Graduate Diploma - Management
Asian School of Business Management
Chandaka, BhubaneswarB.Sc. - Chemistry Honors
Dalmia College
Rajgangpur, Sambalpur UniversitySkills
- MS Office Suite
- Oracle Internet
- C
- C
- Communication skills
- Customer service skills
- Portfolio management
- Cross-selling
- Operational process improvement
- Client relationship management
- Sales strategy development
- Financial analysis
- Team leadership
Certification
- NISM XXI-A portfolio Management services PMS Certification Examination
- NISM VA- Mutual fund Distribution Certification Exam
- IRDA CERTIFIED
- MDRT EXPERIENCE
Hobbies and Interests
Won two 2nd Prize in Essay Competition organized in Dalmia College, Rajgangpur
Personal Information
Date of Birth: 12/24/89
Languages
- Hindi
- Oriya
- Bengali
- English
Languages
English
Proficient
C2
Hindi
Proficient
C2
Timeline
Branch Head
Tata asset management ltd
08.2025 - Current
relationship manager
ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY
10.2024 - 07.2025
Deputy Manager
AXIS BANK LTD.
08.2013 - 08.2024
Post Graduate Diploma - Management
Asian School of Business Management
B.Sc. - Chemistry Honors
Dalmia College