SHROYETA NASKAR
Kolkata
Summary
Proven Assistant Manager at HDFC BANK, adept in leveraging customer relationship management (CRM) and Microsoft Office to drive sales growth and enhance customer satisfaction. Skilled in process improvement and customer relations, consistently exceeding sales targets through strategic financial advising and product sales. Achieved notable customer service excellence by effectively managing inquiries and leveraging technology for financial transactions.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Assistant Manager
HDFC BANK
KOLKATA
09.2022 - Current
- Managed customer service inquiries and complaints in a timely manner.
- Ensured compliance with safety regulations and company policies.
- Resolved customer inquiries and complaints requiring management-level escalation.
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
- Utilized CRM tools to track client interactions, preferences, and feedback to improve service delivery.
- Developed and executed strategies to achieve and exceed sales targets for banking products and services.
- Advised clients on investment options based on their individual needs and risk tolerance levels.
- Advised customers on bank products, services and financial planning options.
Education
High School Diploma -
PB Academic School
Kolkata,India04-2017
Bachelor of Accountancy -
Deshbandhu College For Girls
Kolkata , IndiaSkills
- Process improvement strategies
- Customer relations
- Customer service
- Customer relationship management (CRM)
- Multitasking and organization
- Sales reporting
- Sales growth
- Customer service and satisfaction
- Microsoft office expertise
- Product and service sales
Accomplishments
Two times RH club qualifiers in the organization.
Received certification for achieving the sales target .
Certification
- Certification in diploma in accounting and finance including advance excel.
- Certification in basi Microsoft office
Timeline
Assistant Manager
HDFC BANK
09.2022 - Current
High School Diploma -
PB Academic School
Bachelor of Accountancy -
Deshbandhu College For Girls
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