Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Personal Info
Certification
Timeline
Generic
SANCHITA MARIK

SANCHITA MARIK

KOLKATA

Summary

Accomplished banking professional with a proven track record at HDFC BANK LTD., adept in portfolio management and revenue generation. Recognized for exceptional team collaboration and the ability to make responsible decisions, I have significantly contributed to sales targets, excelling in customer experience and wealth management.

Overview

1
1
year of professional experience
1
1
Certification

Work History

CLASSIC PERSONAL BANKER

HDFC BANK LTD.
KOLKATA
04.2024 - Current
  • Handling existing HNW clients.
  • Portfolio management, wealth management, and ensuring smooth services and transactions.
  • Customer query handling and complaint resolution within the given time frame.
  • Improve services and ensure customer services.
  • Engaging monthly review of the portfolio and revenue generation from it.

Customer Experience Executive

HDFC BANK LTD.
KOLKATA
06.2023 - 03.2024
  • Started as a Customer Experience Executive handling branch operations and customer services in terms of savings accounts, term deposits, and loan accounts.
  • Cross-selling of products: Life Insurance, General Insurance, Business account.
  • Effectively and efficiently contributed to the total branch sales target. Recognized several times at both the regional and zonal levels.

Education

BCA - Computer Science

The Heritage Academy
Kolkata
07-2022

Skills

  • Sound knowledge of banking
  • Ability to work independently and make responsible decisions
  • Team Work
  • Portfolio Management
  • Revenue generation

Accomplishments

  • Former Project Head of Rotaract Club of Calcutta old city.
  • Qualified For Champions League Contest(Personal Loan-November 2024)at HDFC Bank.
  • Qualified For Bull Run Contest(Demat account-Dec 2023) at HDFC Bank.

Languages

English
First Language

Personal Info

  • DOB: 17/02/2001
  • Marital Status: Single

Certification

  • AMFI
  • IRDA

Timeline

CLASSIC PERSONAL BANKER

HDFC BANK LTD.
04.2024 - Current

Customer Experience Executive

HDFC BANK LTD.
06.2023 - 03.2024

BCA - Computer Science

The Heritage Academy
SANCHITA MARIK