Sharda Gupta
Banking Customer Executive
New Delhi
Summary
With over 4 years of experience in Banking/Sales/Relationship/Operations roles within the banking industry, I have extensive expertise in:
- Banking Customer Services
- Insurance sales
- Business Development
- Client Relationship Management
- Merchant Acquiring/Payment business
I continuously develop my banking knowledge to adapt to the evolving industry landscape and am experienced in implementing marketing and sales promotion plans for new business generation. Proficient in exploring and developing new client relationships, I excel in accelerating growth and achieving desired sales goals. With a keen customer-centric orientation and excellent communication skills, I effectively interact with personnel at all levels. Additionally, I am skilled in leading sales teams to penetrate new markets with the latest banking-related products to achieve sales goals.
Overview
6
6
years of professional experience
6
6
years of post-secondary education
Work History
Customer Service Officer
KotakMahindraBank
03.2021
- Provide account services to clients, including a full range of the Bank’s retail Services along with cross sell of our Banking assets/liability products
- Provide and maintain a high standard of customer service
- Front-end responsibilities in the continual promotion of Banking products and services as follows below:-
- Executing financial/non-financial transactions as per the bank's norms and policies.
- Serving also cash transactions over the teller counter under very high walk-in as well.
- Serving as a first point of contact for customers to solve their problems.
- Boosting cross-selling of bank products as per my KRA.
- Good knowledge about the banking sector and ability to handle multiple client requests simultaneously.
- Excellent communication skills and ability to resolve customer grievances.
- Assisting customers to get information about different types of bank's liability/assets products available and their rate of interest.
Customer ExecutiveExperience
HDFCBank Ltd
12.2022 - Current
- Provide account services to clients, including a full range of the Bank’s retail Services along with cross sell of our Banking assets/liability products
- Provide and maintain a high standard of customer service
- Front-end responsibilities in the continual promotion of Banking products and services as follows below:-
- Executing financial/non-financial transactions as per the bank's norms and policies.
- Boosting cross-selling of bank products as per my KRA.
- Good knowledge about the banking sector and ability to handle multiple client requests simultaneously.
- Assisting customers to get information about different types of bank's liability/assets products available and their rate of interest.
Sales Officer
Axis Bank(QuessCorp)
01.2019 - 03.2021
- Worked as a Merchant Acquiring- Business Executive cum Team Leader and I was taking care of Varanasi/Allahabad/Gorakhpur territory with 20 Manpower, regarding annual sales growth and to achieve the MTD/YTD target.
- Also additional KRA was taken by me to organize and manage the sales team to achieve the required sales targets.
- Analysed competitive products in terms of reliability and features.
- Monitor the performance of different personnel associated with a project and compare it to the month’sobjectives
- Worked on more than one sales project at the same time.
- Worked on General Insurance, Shop Insurance, Accounting opening and other banking cross sell products.
Sales Officer
HDFC Bank (HDBFinancialServices)
05.2018 - 01.2019
- Worked as a Merchant Acquiring- Business Executive cum Team Leader and I was working to achieve the MTD/YTD target.
- Also additional KRA was taken by me to organize and manage the sales team to achieve the required sales targets.
- Analysed competitive products in terms of reliability and features.
- Monitor the performance of different personnel associated with a project and compare it to the month’s objectives
- Worked on more than one sales project at the same time.
Education
HighSchool -
CBSE
06.2009 - 05.2010
Intermediate - undefined
NIOS
06.2010 - 05.2012
B.Sc - undefined
Sunrise University
07.2013 - 05.2016
Skills
Wide team handling experience in the banking sectorundefined
Accomplishments
- Qualified the most prestigious Axis Bank POS MANIA-4 (International Contest).
- Got rating 5 in financial year i.e.2019-2020 in Axis Bank.
- Regular monthly incentive earning under pandemic Situation of Covid-19 also in Axis Bank.
- Felicitated in Axis Bank a lot of time from my AH, RH & ZH in various contest driven by them for POS,GI and other cross sell products.
Personal Information
Date of Birth: 10/31/1995
Disclaimer
I hereby declare that the above particulars are true to the best of my knowledge and belief.
Timeline
Customer ExecutiveExperience
HDFCBank Ltd
12.2022 - Current
Customer Service Officer
KotakMahindraBank
03.2021
Sales Officer
Axis Bank(QuessCorp)
01.2019 - 03.2021
Sales Officer
HDFC Bank (HDBFinancialServices)
05.2018 - 01.2019
B.Sc - undefined
Sunrise University
07.2013 - 05.2016
Intermediate - undefined
NIOS
06.2010 - 05.2012
HighSchool -
CBSE
06.2009 - 05.2010
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