Shikha Vyas
Hyderabad
Summary
Universal Banker who consistently exceeds company objectives to secure client satisfaction and loyalty.
Overview
8
8
years of professional experience
Work History
Universal Banker
HSBC Bank
01.2023 - Current
- Opened new customer accounts, including checking, savings and lines of credit.
- Processed sales referrals and promoted bank services and products, resulting in branch sales increase.
- Established new customer accounts including checking, savings, lines of credit and loans.
- Balanced daily cash deposits and bank vault inventory with a zero error rate.
- Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
- Loaded consumer loan applications into the Light stream loan processing program.
- Maintained confidentiality of bank records and client information. Delivered prompt, accurate and excellent customer service.
Retail Insurance Specialist
HSBC Bank
09.2021 - 01.2023
- Managed opening and closing times for the main branch.
- Processed sales referrals and promoted bank services and products, resulting in branch sales increase.
- Balanced daily cash deposits and bank vault inventory with a zero error rate.
- Assembled marketing displays.
- Processed cash withdrawals.
- Trained employees on cash drawer operation.
- Adhered to hsbc security and audit procedures.
- Examined checks for identification and endorsement.
- Entered member transaction data into the online banking software.
- Supplied tellers with coin and currency as needed.
- Reported daily averages and shortages to the operations department.
Business Development Manager
Max Life Insurance Company Limited
04.2020 - 04.2021
- Negotiated and closed long-term agreements with new clients in assigned territory.
- Developed customized solutions for clients based on a deep understanding of their unique pain points, delivering exceptional value and driving repeat business.
Business Development Manager
Bajaj Allianz Life Insurance
09.2018 - 03.2020
- Developed customized solutions for clients based on a deep understanding of their unique pain points, delivering exceptional value and driving repeat business.
- Negotiated and closed long-term agreements with new clients in assigned territory.
Relationship Manager
PNB MetLife India Insurance Co. Ltd
03.2017 - 09.2018
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Participated in staff meetings to discuss innovative strategies to improve services.
Education
Master's Degree, Computer Science - Computer Science
Madhav Institute of Technology And Science, Gwalio
Gwalior, India01-2017
Skills
- Cash handling
- Financial analysis
- Cash flow analysis
- Reliable
- Excellent communication skills
- Energetic
- People-oriented
- Detail-oriented
- Excellent time management skills
- Excels in team leadership
- Excellent work ethic
- Strong interpersonal skills
- Dependable
- Financial analysis and planning
- Employee training
- Key performance indicators
- Multi-tasking ability
- Computer proficiency
- Active listening skills
- Sharp problem solver
Accomplishments
- Researched, calmed and rapidly resolved client conflicts to prevent loss of key accounts.
- Achieved Top teller in the region my first quarter with Suntrust.
- continuously achieves above a 1.0 target goal every quarter.
Timeline
Universal Banker
HSBC Bank
01.2023 - Current
Retail Insurance Specialist
HSBC Bank
09.2021 - 01.2023
Business Development Manager
Max Life Insurance Company Limited
04.2020 - 04.2021
Business Development Manager
Bajaj Allianz Life Insurance
09.2018 - 03.2020
Relationship Manager
PNB MetLife India Insurance Co. Ltd
03.2017 - 09.2018
Master's Degree, Computer Science - Computer Science
Madhav Institute of Technology And Science, Gwalio
Similar Profiles
MURALI KRISHNAN T.R.MURALI KRISHNAN T.R.
Assistant Manager at HSBC BANKAssistant Manager at HSBC BANK
Abel ReddiAbel Reddi
Data Analyst/Power BI Developer at HSBC BankData Analyst/Power BI Developer at HSBC Bank
SANAL VPSANAL VP
Assistant Operations Manager at HSBC BankAssistant Operations Manager at HSBC Bank