Shubham Potalkar
Solapur
Summary
Dedicated banker with over 1 year of experience managing financial services, including loan processing, account management, product sales, and customer satisfaction.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Virtual Relationship Manager
Plada Infotech Services Pvt Ltd (Yes Bank)
New Mumbai
02.2024 - 03.2025
- Building and maintaining relationships: Engaging with customers through digital channels to understand their needs and build trust.
- Providing personalized banking services: Offering tailored financial solutions and assistance.
- Resolving customer queries: Addressing customer concerns and providing timely solutions.
- Promoting digital banking solutions: Encouraging customers to utilize online and mobile banking platforms.
- Enhancing customer satisfaction: Ensuring positive customer experiences and driving customer retention.
- Cross-selling and upselling: Promoting additional products and services to existing customers.
- Maintaining accurate records: Keeping detailed records of customer interactions and transactions.
Education
Bachelor of Science - Agriculture Business Management
CABM Narayangaon
Narayangaon, Junnar Pune 09-2021
Skills
- Digital banking solutions
- Customer relationship management
- IRDAI certified
- Sales strategy development
- Client engagement
- Relationship building
- Teamwork and collaboration
- Loans
- Service support
Interest
- Cricket
- Swimming
- Singing
Certification
- IRDAI CERTIFIED
- MSCIT Completed
Timeline
Virtual Relationship Manager
Plada Infotech Services Pvt Ltd (Yes Bank)
02.2024 - 03.2025
Bachelor of Science - Agriculture Business Management
CABM Narayangaon