SHEETAL THAKUR
Dharamsala
Summary
Dynamic banking professional with extensive experience at HDFC Bank, excelling in cross-selling and client relationship management. Proven track record in training development and team leadership, consistently exceeding sales goals. Adept at adapting to regulatory changes while delivering exceptional customer service and leveraging in-depth banking product knowledge to meet client needs.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Teller/Personal Banker
HDFC BANK LTD
HAMIRPUR
01.2022 - 06.2025
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Continuously updated knowledge about banking products, services, policies and regulations.
- Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
- Developed relationships to understand client financial needs.
- Cross-sold banking products such as life insurance credit cards, loans and investments
ARM /RM
PNB METLIFE INDIA INS. CO. LTD
06.2018 - 01.2022
- Company Overview: A leading life insurance company in India.
- Communicate with the clients to understand needs and identify the best policies for each case.
- Created coordinated protection plans by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
- Exceeded company sales goals for new policies.
- Provided trainings for new joinees regarding industry best practices and policies.
- Resolved customer issues in a timely manner while providing excellent customer service.
- A leading life insurance company in India.
Associate Agency Development Manager
MAXLIFE INSURANCE CO. LTD
11.2016 - 05.2018
- Developed agency training programs to enhance product knowledge and sales skills.
- Recruiting and handling a team.
- Developed a team and trained them from time to time for daily challenges.
Education
BBA -
GOVT DEGREE COLLEGE DHALIARA
DHALIARA, HP01.2016
12TH -
BHAGWATI PUBLIC SCHOOL
JALARI, HP01.2013
10TH -
KM HIGH PUBLIC SCHOOL
HP01.2011
Skills
- Banking product knowledge
- Cross-selling techniques
- Team leadership
- Training development
- Adaptability to regulation changes
- Sales and Cross-selling
- Professionalism and courtesy
Accomplishments
- Best Performance Award, HDFC BANK: Best PBs in Q1 G Q2 in Life Insurance, GI, CASA Nos 2023.
- Best Performer in Q3, LI, GI, LOANS ACHIEVEMENT
- Contest Achievements, Qualify Many Contests on Cluster level or circle level, win Many domestic and international trips at PNB MetLife.
- Promotion, Promoted As RM in 2020. Promoted as Personal Banker from teller in Apr 2023.
- Sales Achievements, Qualify My5 contest and many circle level Contests with the help of my Agents Team at Max Life Insurance.
- Recognition, Recognised as a best AADM.
Certification
- IRDAI
- NISM VA
- FINTECH
Timeline
Teller/Personal Banker
HDFC BANK LTD
01.2022 - 06.2025
ARM /RM
PNB METLIFE INDIA INS. CO. LTD
06.2018 - 01.2022
Associate Agency Development Manager
MAXLIFE INSURANCE CO. LTD
11.2016 - 05.2018
BBA -
GOVT DEGREE COLLEGE DHALIARA
12TH -
BHAGWATI PUBLIC SCHOOL
10TH -
KM HIGH PUBLIC SCHOOL
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