MS Office
Gunjan Mehta
Banker
Summary
Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills.
Familiar with diverse banking and investment products, deposit accounts and loans. Competent in setting up services, transferring funds, and helping with complex transactions. Positive and upbeat with strong communication and problem-solving abilities.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Flexi Banker
IDFC First Bank Limited
01.2024 - Current
- Maintaining strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Investigating customer inquiries and resolved discrepancies in helpful and timely manner.
- Developing and maintaining strong customer relationships, providing exceptional service and advice.
- Educating customers on features and benefits of banking products and services.
- Increasing client satisfaction by providing tailored financial advice and personalized banking solutions.
- Monitoring account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Mentoring junior staff members, fostering a supportive work environment that encouraged professional growth and development.
- Optimizing currency exchange transactions, providing customers with competitive rates and increasing bank revenue from these services.
Personal Banker
Yes Bank Limited
04.2022 - 09.2023
- Cross-sold bank products and services to meet customer needs and provide options.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
Education
MBA - Finance And Marketing
Department of Management Studies, JNVU
Jodhpur06-2018
Bachelor of Commerce - Accounting Honors
Jai Narayan Vyas University
Jodhpur06-2016
Higher Secondary (12th) - Commerce From CBSE
St. Patrick's Vidya Bhawan
Jodhpur06-2013
Senior Secondary (10th) - CBSE
St. Patrick's Vidya Bhawan
Jodhpur06-2011
Skills
Customer service
Bank sales
Relationship management
Relationship building
Operational risk
Know your customer
Banking software proficiency
Teller support
Branch operations
Software
Flexcube
TCS Banca
Certification
IRDA
Timeline
Flexi Banker
IDFC First Bank Limited
01.2024 - Current
IRDA
07-2022
Personal Banker
Yes Bank Limited
04.2022 - 09.2023
MBA - Finance And Marketing
Department of Management Studies, JNVU
Bachelor of Commerce - Accounting Honors
Jai Narayan Vyas University
Higher Secondary (12th) - Commerce From CBSE
St. Patrick's Vidya Bhawan
Senior Secondary (10th) - CBSE
St. Patrick's Vidya Bhawan
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