Fitness
SHIVOJYOTI PANDEY
RBB PB Teller Authoriser At HDFC Bank Limited
Burdwan
Summary
- Hardworking and driven sales management professional equipped to revitalize sales operations and align procedures to maximize profits and client acquisition. Successful at improving sales procedures to streamline and strengthen processes. Multifaceted leader with analytical and diligent approach to building and leading strong teams.
- Enterprising Personal Financial Advisor driving client satisfaction through in-depth portfolio analysis and comprehensive investment tracking. Eagerly collaborates with like-minded colleagues to deliver detailed financial planning presentations and webinars for maximum client reach and service promotion. Proponent of continuing education to update staff knowledge of regulatory changes and industry best practices.
- To seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
- Dedicated banking professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
5
5
years of professional experience
12
12
years of post-secondary education
2
2
Certifications
3
3
Languages
Work History
RBB PB Teller Authoriser - Deputy Manager
HDFC Bank Limited
12.2025 - Current
- Handled authorization of daily records.
- Oversaw daily functions of branch operations.
- Ensured branch operations aligned with audit standards.
- Led team operations effectively.
- Led and supervised sales success.
Customer Experience Executive - Assistant Manager
HDFC Bank Limited
11.2022 - 11.2025
- Oversaw branch operations and workflow for consistency.
- Assisted with daily cash and ATM balancing.
- Recommended new procedures to boost consistency and customer experiences.
- Conducted cash and key audits for controls and compliance.
- Developed and implemented strategies for top-tier customer service.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Implemented service improvements to enhance sales cycle.
- Maintained friendly and professional customer interactions.
Associate Sales Manager - Bancassurace
Max Life Insurance
10.2021 - 11.2022
- Finalized sales and collected necessary deposits.
- Collected premiums on or before effective date of coverage.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Met with customers to provide information about available products and policies.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Calculated premiums and established payment methods for sales.
- Resolved problems, improved operations and provided exceptional service.
Personal Banker
HDB Financial Services Ltd.
12.2020 - 10.2021
- Acting as Relationship Manager and managing a portfolio of 2000+ customers PAN India
- Collaborating with HDFC Bank's PRIME customers and working through virtual channel
- Established new accounts for high net worth individuals and serviced HDFC Bank PRIME customers to maximize revenue.
- Expanded HDFC Bank client base by promoting new financial products.
- Promoted all financial products by maintaining excellent service offering knowledge.
- Established rapport with new clients to increase satisfaction and loyalty.
- Created innovative financial solutions to meet customer needs and provide competitive edge.
Education
Master Of Arts - 55.37% - English Literature
University of Burdwan
Burdwan 08.2015 - 08.2017
Bachelor Of Arts (Hons.) - 54.37% - English Literature
Vivekananda Mahavidyalaya
Burdwan 07.2012 - 07.2015
ISC - 76.42% - Arts
East West Model School
Burdwan 03.2010 - 03.2012
ICSE - 73.42% - General
East West Model School
03.2005 - 03.2010
Skills
Banking
Certification
Certified Authorised Verifier, IRDAI - April 2022
Interests
Timeline
RBB PB Teller Authoriser - Deputy Manager
HDFC Bank Limited
12.2025 - Current
Customer Experience Executive - Assistant Manager
HDFC Bank Limited
11.2022 - 11.2025
Associate Sales Manager - Bancassurace
Max Life Insurance
10.2021 - 11.2022
Certified Authorised Verifier, IRDAI - April 2022
05-2021
Personal Banker
HDB Financial Services Ltd.
12.2020 - 10.2021
Master Of Arts - 55.37% - English Literature
University of Burdwan
08.2015 - 08.2017
Bachelor Of Arts (Hons.) - 54.37% - English Literature
Vivekananda Mahavidyalaya
07.2012 - 07.2015
ISC - 76.42% - Arts
East West Model School
03.2010 - 03.2012
ICSE - 73.42% - General
East West Model School
03.2005 - 03.2010