Shivanshu
Banker
Bangalore
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.
Overview
10
10
years of professional experience
6
6
years of post-secondary education
1
1
Certification
Work History
Branch Relationship Manager
Kotak Mahindra Bank
bangalore, karnataka
01.2023 - Current
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Built relationships with customers and community to establish long-term business growth.
- Managed revenue models, process flows, operations support and customer engagement strategies.
- Liaised with sales, marketing and management teams to develop solutions and accomplish shared objectives.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
Personal Banker
YES BANK LTD
bangalore
03.2022 - Current
- Promoted financial products by maintaining excellent service offering knowledge.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
- Identified and investigated variances to optimize financial plans and forecasts.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Developed top-performing teams, leading to increased branch efficiency and positive customer feedback.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Expanded client base by promoting new financial products.
Customer Service Officer
axis securities
bangalore
06.2018 - 12.2022
- Promoted company brand and unique offerings through personalized customer service.
- Resolved concerns with products or services to help with retention and drive sales.
- Collected customer feedback and made process changes to exceed customer satisfaction goals.
- Provided primary customer support to internal and external customers.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Communicated with clients regarding account services, statements, and balances.
CSO
ICICI BANK LTD
bangalore
01.2019 - 09.2021
- Built rapport with account holders by reaching out with product recommendations and account updates.
- Developed and managed employee schedules, balancing individual requests and requirements with business needs.
- Provided friendly service and assistance to clients promote customer loyalty, satisfaction and sales.
- Addressed customer needs and made product recommendations to increase sales.
- Tallied cash drawer at beginning and end of each work shift.
- Operated cash register to record transactions accurately and efficiently.
Client Service Executive
ultra cash technology pvt ltd
bangalore
07.2015 - 07.2017
- Developed and maintained existing client relationship and developed new client relationships.
- Priced services correctly and directed development of client-customized solutions.
- Executed and devised business development strategies to attract and acquire new clients using content marketing, cold-calling and networking.
- Identified business challenges and presented solutions to challenges.
- Established, initiated and optimized business development strategies based on company targets, product specifications, market data and budget factors.
- Planned and implemented studies to assess market conditions and evaluated results to enhance marketing campaigns.
Education
BCOM - Banking And Financial
JAIN UNIVERSITY
BANGALORE 07.2012 - 08.2018
Skills
Branch management
Certification
IRDA
Timeline
Branch Relationship Manager
Kotak Mahindra Bank
01.2023 - Current
IRDA
05-2022
Personal Banker
YES BANK LTD
03.2022 - Current
CSO
ICICI BANK LTD
01.2019 - 09.2021
Customer Service Officer
axis securities
06.2018 - 12.2022
Client Service Executive
ultra cash technology pvt ltd
07.2015 - 07.2017
BCOM - Banking And Financial
JAIN UNIVERSITY
07.2012 - 08.2018
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