Rohit Chavan
Mumbai
Summary
- I am dedicated self-motivated individual with growing experience in customer service and capable of adapting comfortably to new situations.
- To work in a challenging and dynamic environment and to keep adding value to the organisation that I represent and serve, while also concurrently upgrading my skills and knowledge .
Overview
6
6
years of professional experience
Work History
Branch Relationship Officer (Teller)
Axis Bank Pvt Ltd
09.2023 - Current
- Managed daily operations of the branch, ensuring smooth transaction and exceptional customer service for diverse clientele.
- Handled Cash deposit, cash withdrawal request and other operational task to ensure seamless branch functionality.
- Led initiative to improve customer experience and branch efficiency, resulting in higher customer satisfaction
- Developed and maintained strong relationships with clients , marketing banking and third party product to meet their unique financial needs.
- Established prompt service for account opening for individuals.
Front Desk Executive
Stock Holding Corporation Of India Via (Sakshi Consultancy Pvt Ltd)
03.2022 - 08.2023
- Welcome Client and offer them refreshments.
- Dealing with the queries of the customers.
- Managing Files and data.
- Account Opening - Maker level Entry.
- Kyc Verification of Individuals Account.
- Data entry of delivery instructions in (Dp Secure) as well as NSDL Systems.
- Maker level Entry in Trades and leadership in the system for further Verification.
- Dematerialisation Of Physical Shares.
- Handling DIS, Pledge, Demat and Remat.
Accountant
Astec Inc
01.2019 - 01.2022
- Reviewing the Purchase Orders received via emails, communicating the details to the owner and providing best quotation to the companies.
- Once the Purchase Invoices are received, updating the same in Excel.
- Updating the Payments and Receipts via Excel.
- Updating the Sales Invoices in Excel.
- Marketing (E-mailing our Companys Brochure to the Procurement Department of other companies)
Education
B.Com -
Lala lajpatrai College Of Commerce and Economics
01.2019
HSC -
Lala lajpatrai College Of Commerce and Economics
01.2017
SSC -
St Sebastian Goan High School
01.2014
Skills
- Operations Management
- Cash handling
- Financial analysis
- Relationship building
- Alternative investments
CERTIFICATIONS
- NISM Series V Mutual Fund Distribution Certification.
- IRDA Certification.
Languages
- English
- Hindi
- Marathi
- Gujarati
Timeline
Branch Relationship Officer (Teller)
Axis Bank Pvt Ltd
09.2023 - Current
Front Desk Executive
Stock Holding Corporation Of India Via (Sakshi Consultancy Pvt Ltd)
03.2022 - 08.2023
Accountant
Astec Inc
01.2019 - 01.2022
B.Com -
Lala lajpatrai College Of Commerce and Economics
HSC -
Lala lajpatrai College Of Commerce and Economics
SSC -
St Sebastian Goan High School