Summary
Overview
Work History
Education
Skills
Additional Information
Languages
Currentlocation
Maritalstatus
Personal Information
Projects
Timeline
Generic
Shivam Giri

Shivam Giri

Meerut,UP

Summary

  • Organized financial professional aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services and branch operations.
  • Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products.
  • Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

3
3
years of professional experience

Work History

Personal Banker

HDFC Bank
02.2021 - Current
  • Bankers, also known as retail bankers, interact with clients on a daily basis by assisting with services such as setting up checking and savings accounts, authorizing loans, and moving money.
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.

Education

MBA - Banking And Financial Support Services

Dr. A. P. J. Abdul Kalam Technical University
Meerut, India
06.2021

Bachelor of Arts - Economics

Ch Charan Singh University (CCSU), Meerut
Meerut, India
06.2019

Skills

  • Relationship Building
  • Branch operations
  • Customer Service
  • Customer Satisfaction
  • Client Relationship Management
  • Positive Attitude
  • Sales strategy
  • Banking Policies and Procedures
  • Cross-Selling Products
  • Portfolio Management

Additional Information

5 Years 3 Months

Languages

English
Hindi

Currentlocation

Meerut

Maritalstatus

Single / Unmarried

Personal Information

  • Date of Birth: 12/16/97
  • Gender: Male

Projects

MILLION DOLLAR ROUND TABLE, 31 Days, QUALIFIED FOR MDRT SOUTH KOREA AND PHILLIPINES

Timeline

Personal Banker

HDFC Bank
02.2021 - Current

MBA - Banking And Financial Support Services

Dr. A. P. J. Abdul Kalam Technical University

Bachelor of Arts - Economics

Ch Charan Singh University (CCSU), Meerut
Shivam Giri