Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Rohan Name

Kolhapur

Summary

Confident Personal Banker professionally handling complaints and problems to build customer loyalty. Skilled in handling transfers, processing checks, and presenting financial products to customers. Solid knowledge of personal banking practices and regulations.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Personal Banker

Yes Bank
Jaisingpur
04.2023 - 05.2024
  • Participated in training sessions regarding new banking products or services.
  • Monitored changes in laws related to banking policies and procedures.
  • Processed loan applications according to established guidelines.
  • Performed daily balancing of cash drawer and reconciled discrepancies when necessary.
  • Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
  • Provided guidance on how best to utilize online banking tools for maximum benefit.
  • Advised customers on various financial products available from the bank.
  • Promoted additional bank services through personal contact with customers.
  • Conducted account openings and closings for clients.
  • Provided customer service to clients, including answering questions and resolving issues.

Service Delivery Manager

IndusInd Bank
Kolhapur
11.2021 - 04.2023
  • Coordinated activities between departments to ensure smooth service delivery process.
  • Maintained records of customer interactions and complaints for future reference.
  • Implemented strategies for continuous improvement of services based on customer feedback data.
  • Analyzed customer feedback data to identify opportunities for improvement.
  • Monitored performance metrics to identify areas for improvement.
  • Maintained up-to-date knowledge of industry trends and developments.
  • Participated in strategic planning initiatives related to improving overall service quality levels.
  • Ensured compliance with relevant policies and procedures related to service delivery.
  • Conducted regular meetings with customers to discuss their requirements and expectations.
  • Resolved escalated customer issues in a timely manner according to established procedures.

Teller

HDFC Bank Ltd
Ichalkaranji
09.2016 - 11.2021
  • Answered customer inquiries regarding bank products and services.
  • Maintained accurate records of all transactions for compliance purposes.
  • Verified customers' identification to ensure compliance with laws and regulations.
  • Identified fraudulent activity or suspicious behavior immediately reported it to management.
  • Adhered strictly to all security procedures related to handling money at the teller window.
  • Resolved customer complaints quickly and efficiently in order to maintain positive relationships with clients.
  • Assisted customers in opening new accounts and completing required paperwork.
  • Continuously updated knowledge about banking products, services, policies and regulations.
  • Explained account information to customers in detail as needed.
  • Followed up on requests from customers in a timely manner.
  • Maintained confidentiality of all customer records and information according to company policies.

Junior Analyst

HDFC Life- TCS Payroll
Sangli
07.2014 - 07.2016
  • Processing of New Business Proposal forms in CMC docs platform.
  • Further requirements processing of policy proposals.
  • Policy servicing.
  • Processing of renewal receipts
  • Evaluated existing policies against best practices to ensure they are up-to-date and effective.
  • Facilitated communication between internal departments regarding any changes made by policymakers.

Education

MBA - Marketing

Sinhgad Institute of Business Administration
Lonavla, MH
07-2014

BBA - Marketing

Vivekanand College,
Kolhapur, MH
05-2011

Skills

  • Regulatory Compliance
  • Cross-Selling and Upselling
  • Transaction Processing
  • Opportunity Identification
  • Attention to Detail
  • Banking
  • Upselling
  • Relationship Building
  • Customer Service

Certification

  • Insurance Regulatory And Development Authority Certificate

Languages

Marathi
First Language
English
Proficient (C2)
C2
Hindi
Advanced (C1)
C1

Timeline

Personal Banker

Yes Bank
04.2023 - 05.2024

Service Delivery Manager

IndusInd Bank
11.2021 - 04.2023

Teller

HDFC Bank Ltd
09.2016 - 11.2021

Junior Analyst

HDFC Life- TCS Payroll
07.2014 - 07.2016

MBA - Marketing

Sinhgad Institute of Business Administration

BBA - Marketing

Vivekanand College,

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