Rishika
Jalandhar
Summary
Proven Branch Relationship Officer at Axis Bank Limited, adept in customer relationship management and branch operational management. Enhanced client satisfaction and sales through strategic planning and execution, achieving significant revenue growth. Excelled in team leadership, fostering development and driving performance. Skilled in financial product sales and compliance awareness, consistently meeting and surpassing goals.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Branch Relationship Officer
Axis Bank Limited
Jalandhar
01.2024 - Current
- Provided excellent customer service to all customers and ensured their satisfaction.
- Handled cash transactions accurately while balancing daily cash drawer totals at the end of each shift.
- Identified opportunities for improvement within existing processes and systems used by the branch office.
- Stayed up-to-date on marketplace trends and researched items in detail.
- Assisted in resolving customer inquiries promptly and efficiently.
- Built positive and productive customer connections to drive consistent sales.
- Monitored customer feedback surveys and took corrective measures when necessary.
- Developed and maintained relationships with existing and potential clients through regular follow-up visits and calls.
- Developed solutions to meet market gaps and drive company sales.
- Discussed ideas and strategies to improve operational efficiency, adding value and aiding business performance for continuous improvement.
- Collaborated closely with team members to achieve project objectives and meet deadlines.
- Researched customer accounts to identify trends or discrepancies that could affect the bank's risk profile.
- Monitored market trends, competitor strategies and market suppliers to evaluate opportunities to reduce costs.
- Promoted insurance and products to individuals and businesses and analyzed and determined financial viability and productivity of target products and services.
- Analyzed customer requirements and recommended efficient investment products.
- Utilized basic computer skills such as Microsoft Office Suite for day-to-day operations.
Education
Post Graduate Diploma in Banking Service -
Manipal Academy of Higher Education
KarnatakaSkills
- Branch operational management
- Customer relationship management
- Performance management
- Team leadership and development
- Sales and revenue growth
- Strategic planning and execution
- Customer due diligence
- Insurance solutions
- Goal oriented
- Compliance awareness
- Portfolio management
- Cross-selling
- Financial planning
- Alternative investments
- Financial product sales
Certification
- Certified NISM Examination for Mutual Funds.
- Certified IRDA Examination for life and general insurance.
Timeline
Branch Relationship Officer
Axis Bank Limited
01.2024 - Current
Post Graduate Diploma in Banking Service -
Manipal Academy of Higher Education