Shashikant Shastri
Surat
Summary
Dedicated employee known for punctuality, pursuing employment options where good customer service and positive attitude will make a difference. Friendly employee knowledgeable banking regulations and regulatory compliance. Offers great communication, collaboration, and organizational skills.
Overview
2
2
years of professional experience
Work History
Personal Banker Gold Loans
HDFC Bank
Surat
07.2022 - Current
- Handling Gold Loan Operations, Marketing and Sales activity at Branch.
- Managing team for Marketing and Operational Purposes.
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
- Researched customer inquiries and reported findings in a timely manner.
- Met with customers to analyze financial needs and maximize sales opportunities.
- Used customer and bank records to investigate and correct errors upon customer request.
- Managing Locker records of clients and ensuring timely updation of Agreements as suggested by the bank.
- Identified transaction errors for unbalanced debits and credits.
- Cross-sold banking products such as credit cards, loans and investments.
Customer Service Manager
ICICI Bank
- Ensuring the smooth running of basic banking transactions
- Looking after the short term and long term funding requirements of business clients and individual customers
- Advising clients on mortgages and raising loans
- Building relationships with high net worth individuals
- Answering any financial and banking queries
- Providing advice on investments
- Maintaining a professional image at all times
- Working closely with small and medium sized businesses
- Handling customer queries face to face, over the phone or via correspondence
- Marketing new financial products or services
- Analysing financial reports
- Advising companies on how to effectively use their money to grow their business
- Presenting information clearly to customers, work colleagues and third parties
- Representing the bank within the local community
- Verifying customer data to detect and identify financial fraud
- Opening new bank accounts for individuals and also companies
- Responsible for cash management.
Education
PGDBO(Post Graduate Diploma in Banking Operations) -
Institute Of Finance Banking & Insurance(IFBI)
12.2012
B.Com (Accountancy & Auditing) -
Shree Sahajanand Arts & Commerce College
01.2012
Skills
- Issues Resolution
- Banking Policies and Procedures
- Regulatory Compliance
- Cross-Selling and Upselling
- Banking
- Customer Service
- Branch Operations
Skills Achievements
Qualifid For Go Gold Contest of Jwel Loan Product, November 2018., Prpmoted To Assistant Manager Grade in April; 2019., Dependable and truthful., Having the ability to work accurately., Comprehensive understanding of client confidentiality, Relationship management.
Personal Information
- Hobbies: Reading Financial News Papers, Listening to Retro Music, Travelling.
- Date of Birth: 01/14/91
- Marital Status: Married
References
- Kalpesh Shethana,, Branch Mabager, HDFC Bank Sarthana Chokdi Branch, Surat 395006. M: +91 98258224512.
Timeline
Personal Banker Gold Loans
HDFC Bank
07.2022 - Current
Customer Service Manager
ICICI Bank
PGDBO(Post Graduate Diploma in Banking Operations) -
Institute Of Finance Banking & Insurance(IFBI)
B.Com (Accountancy & Auditing) -
Shree Sahajanand Arts & Commerce College
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