SEEMA PATEL
Summary
Want to make a long-term career in a leading bank to seeking a position in your organization to utilize my education qualification for mutual growth and success.
Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.
Diligent customer service professional successful at satisfying different types of customers with creative and knowledgeable solutions. Leads teams of customer service-focused professionals to improve customer ratings, reduce complaints and increase business.
Overview
6
6
years of professional experience
Work History
CUSTOMER SERVICE OFFICER/TELLER
UTKARSH SMALL FINANCE BANK
06.2023 - Current
- Exceptional customer service, resolving customer complaints, and ensuring customer satisfaction.
- Understanding of various banking products and services, such as deposit accounts, loans, credit cards, and investment products.
- Handling customer inquiries, resolving disputes, and providing clear explanations of banking products and services.
- Deep understanding of banking regulations, such as the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), and Customer Identification Program (CIP).
- Ability to adapt to changing customer needs, new products and services, and evolving banking regulations.
Current Account Manager
BANDHAN BANK
03.2023 - 06.2023
- Delivering Customized Solutions to Help Clients Achieve Their Goals.
- Fostering Long Term Client Loyalty and Satisfaction
- Penetration of FD to existing and new customer.
- Meet productive norms defined through support of channels and own efforts.
- Generating leads for other products and passing the same to branch follow ups.
CA Channel Sales
EQUITAS SMALL FINANCE BANK
10.2021 - 03.2023
- Ensure new acquisition on CASA for Resident/Non-Resident account, Demat, HSL, Credit Card through referrals from cold calls in the catchment area.
- Penetration of FD to existing and new customer.
- Meet productive norms defined through support of channels and own efforts.
- Generating leads for other products and passing the same to branch follow ups.
Current Sales Officer
HDFC BANK
02.2020 - 09.2021
- Ensure new acquisition on CASA for Resident/Non-Resident account, Demat, HSL, Credit Card through referrals from cold calls in the catchment area.
- Penetration of FD to existing and new customer.
- Meet productive norms defined through support of channels and own efforts.
- Generating Sales Lead and make sure to follow-ups and convert the leads in a frame time.
Education
PG -
G.E.V.P. G COLLEGE KORBA
01.2020
Graduation - ARTS
CGB COLLEGE HARDI BAZAR
01.2017
XII (Science) - undefined
CPS JHABAR
01.2014
X - undefined
CPS JHABAR
01.2012
Skills
Customer support
Service recommendations
Inbound call management
Data entry
Call documentation
Account management
Call center experience
Customer focus
Complaint handling
Account investigation
Documentation and reporting
Timeline
CUSTOMER SERVICE OFFICER/TELLER
UTKARSH SMALL FINANCE BANK
06.2023 - Current
Current Account Manager
BANDHAN BANK
03.2023 - 06.2023
CA Channel Sales
EQUITAS SMALL FINANCE BANK
10.2021 - 03.2023
Current Sales Officer
HDFC BANK
02.2020 - 09.2021
Graduation - ARTS
CGB COLLEGE HARDI BAZAR
XII (Science) - undefined
CPS JHABAR
X - undefined
CPS JHABAR
PG -
G.E.V.P. G COLLEGE KORBA