SHEETAL THAKUR
PERSONAL BANKER
DHARAMSHALA
Summary
Experienced Personal Banker with strong mathematical skills and a devotion to customer service. Highly adept in banking transactions, keep track record of client satisfaction. Knowledgeable about all banking products and loan processes, and committed to continually enhancing skills and banking expertise. A strong team member with the ability to work independently, as well as within a division.
Overview
7
7
years of professional experience
3
3
years of post-secondary education
4
4
Languages
Work History
PERSONAL BANKER
HDFC BANK LTD
2022.10 - Current
- Promoted financial products by maintaining excellent service offering knowledge.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
ASDM
INDUSINDBANK LTD
2022.03 - 2022.10
- Accept cash and credit card payments, issue receipts, and provide change
- Operate cash register or POS system to receive payment by cash, cheque, and credit card
- Deliver a high level of customer service to patrons using active listening and engagement skills.
Relationship Manager
PNB Metlife
2020.10 - 2022.01
- Establishing strong client relationships to drive business development
- Achieved client loyalty through quality productivity service and pro-active management
- Collaborated with managers to identify and develop new markets according to strategic plan, analyzing potential opportunities and challenges.
Assistant Development Manager
Max Life Insurance
2019.10 - 2020.10
- Explained job duties, compensation, and benefits to potential candidates
- Advertised and promoted open positions using social media and digital media marketing procedures
- Delegated daily tasks to members to optimize group productivity
- Upsold products to policyholders and potential new clients
- Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
Assistant Restaurant Manager
PNB MET LIFE INS.CO.PVT LTD
2018.07 - 2019.09
- Followed-up with clients regularly and implemented consultative techniques to stay on top of financial means and objectives
- Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals, and risk tolerance
- Implemented financial plans and insurance strategies specifically tailored to client's financial goals
- Answered client's questions about purposes and details of financial plans and strategies
- Recommended strategies to clients to help achieve financial goals.
Financial Advisor
Bajaj Capital Broking Pvt. Ltd
2016.11 - 2018.05
- Consulted with clients to assess and meet short and long-term financial goals
- Answered client's questions regarding details of financial plans and strategies and explained data in easy-to-understand terms
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
Education
BBA -
2013.07 - 2016.09
Skills
SalesLeadership
Decision making
Problem solving
AdaptabilityMicrosoft office
customer relations and servicesCommunicationsSelf-motivation
Active listening
Personal Information
- Date of Birth: 12/02/1996
- Nationality: Indian
Timeline
PERSONAL BANKER - HDFC BANK LTD
2022.10 - Current
ASDM - INDUSINDBANK LTD
2022.03 - 2022.10
Relationship Manager - PNB Metlife
2020.10 - 2022.01
Assistant Development Manager - Max Life Insurance
2019.10 - 2020.10
Assistant Restaurant Manager - PNB MET LIFE INS.CO.PVT LTD
2018.07 - 2019.09
Financial Advisor - Bajaj Capital Broking Pvt. Ltd
2016.11 - 2018.05
GOVT DEGREE COLLEGE DHALIARA - BBA,
2013.07 - 2016.09