Sailee Surve
Dombivli
Summary
Law graduate with a solid academic background in Accounting and Finance. Demonstrated expertise in communication, client relations, and problem-solving through extensive customer-facing experience. Skilled in managing administrative tasks and documentation while maintaining composure under pressure. Focused on continuous learning and delivering value to teams and organizations.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Assistant Manager
Kotak Mahindra Bank
10.2023 - 03.2025
- Maintained accurate customer account records through diligent updates and corrections.
- Processed customer transactions with a focus on efficiency and accuracy.
- Assisted in branch operations by balancing cash drawers and reconciling discrepancies.
- Managed account openings, debit card issuance, and ordering of checks.
- Cross-sold banking products based on comprehensive customer needs assessment.
- Delivered exceptional customer service by promptly resolving inquiries and complaints.
- Handled deceased customer accounts by verifying succession certificates and heir documentation.
- Coordinated with legal department on managing garnishee orders and account statuses.
Education
LL.B - Banking Laws
NGLC
Ulhasnagar01-2025
B.Com - Accounting & Finance
Model College
DOMBIVLI01-2022
HSC -
The S.I.A. Jr College
DOMBIVLI01-2019
SSC -
The S.I.A High School
DOMBIVLI01-2017
Skills
- Account management and banking operations
- Cross-selling and customer engagement
- Financial reporting and analysis
- Communication skills
- Critical thinking and problem-solving
- Time management and multitasking
Certification
- MSC-IT
- Tally ERP
- Training and Placement Program, TNS India Foundation, TechnoServe
Accomplishments
- Awarded 'Best Performer of the Month' at Kotak Mahindra Bank for exceeding performance targets.
Languages
- Marathi (Native)
- Hindi (Fluent)
- English (Fluent)
Timeline
Assistant Manager
Kotak Mahindra Bank
10.2023 - 03.2025
LL.B - Banking Laws
NGLC
B.Com - Accounting & Finance
Model College
HSC -
The S.I.A. Jr College
SSC -
The S.I.A High School
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