ROMEO POLADY
BANKING
Mumbai
Summary
Experienced Banking Professional with over seven years of experience in Banking Industry. Excellent reputation for resolving problems and improving customer satisfaction.
Overview
7
7
years of professional experience
5
5
years of post-secondary education
Work History
DEPUTY MANAGER NR-ARM
INDUSIND BANK
Mumbai
03.2022 - Current
- To provide financial solutions meet the requirement of the NRI client and customer service.
- Educating the customers the fluctuation in interest rate, Exchange rate and various products offering.
- Promote Bank products
Relationship Officer
Kotak Mahindra Bank
Mumbai
08.2018 - 02.2021
- Maintained and built close relationships with customers through regular contact and visits.
- Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Assistant Manager
DCB Bank
Mumbai
11.2016 - 08.2018
- Handling cheques clearing process, cheques related queries at pan India.
- Prepare and maintaining daily report as and when required ( Daily weekly and monthly ).
- Responsible for all types of Report and updating to management for the appropriate action.
- Training new team member.
- Managing team performance and progress
Phone Banking Officer
HDFC Bank
Mumbai
11.2013 - 11.2015
- Completed transactions for customers and capitalized on opportunities to cross-sell products and services.
- Helped customers complete online banking services and assisted with user access problems such as forgotten passwords.
- Used CRM system daily to maximize service opportunities and enhance communication.
- Handled over incoming telephone calls, emails and chat requests.
- Managed leads and referrals for prospects interested in specific bank products such as loans and credit cards.
Education
MBA - Accounting And Finance
Viva Institute of Management Studies
Mumbai 04.2010 - 05.2012
Bachelor of Management Studies - Accounting And Finance
Viva Institute of Technology College
Mumbai 03.2007 - 03.2010
Skills
MS Office
Banking Software
Leadership Experience
Problem solving abilities
Team Work And Initiator
Timeline
DEPUTY MANAGER NR-ARM
INDUSIND BANK
03.2022 - Current
Relationship Officer
Kotak Mahindra Bank
08.2018 - 02.2021
Assistant Manager
DCB Bank
11.2016 - 08.2018
Phone Banking Officer
HDFC Bank
11.2013 - 11.2015
MBA - Accounting And Finance
Viva Institute of Management Studies
04.2010 - 05.2012
Bachelor of Management Studies - Accounting And Finance
Viva Institute of Technology College
03.2007 - 03.2010