Shweta Ojha
Banker
Nagpur
Summary
Synopsis
Prudent, disciplined and self motivated with BBA (Bachelor in Business Administration) professional with nearly 3.7 years of experience in Business Development, Strategy Planning, and Client servicing. A proactive planner with abilities in devising effective strategies for augmenting business, identifying and penetrating new market segments, promoting products for business excellence. Demonstrated abilities in addressing operational issues, resolving performance bottlenecks and achieving desired objectives. Possess excellent interpersonal, communication & organizational skills with proven abilities in customer relationship management & planning.
Overview
6
6
years of professional experience
1
1
Language
Work History
SERVICE OFFICER
KOTAK MAHINDRA BANK
Nagpur
09.2022 - Current
- Business Development
- Tracking competitor activities & providing valuable inputs & new features addition for fine tuning the selling & the marketing strategies
- Reviewing market movements on a regular basis and refurbishing plans if necessary, with a view to optimize returns
- Client Relationship Management
- Building and maintaining healthy business relations with high net worth and corporate clients, ensuring high customer satisfaction matrices by achieving delivery & service quality norms.
- Responsible for generating revenues through selling third party products like Life Insurance, General Insurance, Mutual Fund, Working capital, Secured,and Unsecured Loan.
- Responsible for day to day operations like discussing current work issues & devising solutions for the smooth development in customer penetrating and enhancing business
- Data entry / Verification of all transactions / Daily reconciliation of all office Accounts.
- Managing request and complaints, maintaining confidentiality, and complying with bank Security procedures
- Handling all compliances, resolve and report to higher authority
- Providing excellent customer services, promptly resolving all queries and cross sell all the bank products
- Keeping a watch on all deposits / withdrawals / clearing transactions and cross sell
- Handling all the front office operations / processing job as delegated by the Operation Head timely
- Follow all over Banking Codes and Standards rules and regulation.
TELLER
HDFC BANK LTD
Nagpur
09.2021 - 06.2022
- Processing deposits and withdrawals
- Managing request and complaints, maintaining confidentiality, and complying with bank Security procedures
- Accept customer’s physical request affix stamp on it and input in system as per process
- Handling customer query/request/suggestion/complaint and resolve it in appropriate manner
- Generating, and verifying mandatory reports at branches on daily basis
- Processing RTGS/NEFT/FUND TRANSFER/INERNAL GL entries Fortnightly and monthly reconciliation and review of cash, vault content and safe deposit lockers
- All pending documents to be entered in pending register and kept in custody
- Statement/balance confirmation certificate issuance/account closer process in system.
Acquisition Manager
Indusind Bank Ltd
Nagpur
09.2019 - 08.2021
- Credit Card Division
- Key Role Areas: Managing all DSA in Nagpur, Kolhapur, Nasik, Mumbai, Raipur for daily reporting
- Execution of Initiatives, adherence to Compliance, audit norms
- Checking all the Forms according to KYC, resolving discrepancy in forms
- Managing all the Mails and communication with related to all the department for ensuring forms should get approved
- Ensuring best customer service & satisfaction so as to maintain good customer relationship for cross selling of various range of product within the Organization
- Keeping an EYE on the TAT for better customer satisfaction and Processing from central team Ensure clarity of Credit Card among all the Customer by telephonically
- Branch Merchandising & co-ordination with Marketing at product level
- Maintaining MIS, and reporting to SM and Zonal Sales Manager Since
Account Assistant and Customer Relationship Manager
Rosetta Elite Club Pvt Ltd
01.2017 - 03.2019
- Associated with Rosetta Group, : Execution of Initiatives, adherence to Compliance, audit norms
- Ensuring best customer service & satisfaction so as to maintain good customer relationship for cross selling of varied range of product within the Organisation
- Keeping an EYE on the TAT for better customer satisfaction Ensure clarity of Business objectives among staff
- Branch Merchandising & co-ordination with Marketing at product level
- Achieving my targets with the team by evaluating their capabilities and distributing the right mix of targets
- Duty also includes opening, penetrating, prospecting and customer service
- Co-ordinating with different department’s i.e
- Sales, Administration, Human Resource of Company
- Ensuring best customer service & satisfaction so as to maintain good customer relationship for cross selling of varied range of product within the Organisation
- Responsible for generation of Profitable Revenues to the company.
Education
B.B.A -
H.S.C - undefined
S.S.C. - undefined
Skills
Computer Forte: Well versed with MS-Word/ Excel/ Powerpoint and all Internet Applications
undefinedAccomplishments
Rewards and Recognition:
Achieved "Presidential Club Award "for selling CASA product for the month of April 2023 among all the Nagpur Branches
Won "Jazba" National Level Contest for Life Insurance from Nagpur Branch, and received recognition and certificate from National Head
Won"Garv" Regional Level Contest for Life Insurance among all the Nagpur Branches, achieved highest revenue for the Month of December
Timeline
SERVICE OFFICER
KOTAK MAHINDRA BANK
09.2022 - Current
TELLER
HDFC BANK LTD
09.2021 - 06.2022
Acquisition Manager
Indusind Bank Ltd
09.2019 - 08.2021
Account Assistant and Customer Relationship Manager
Rosetta Elite Club Pvt Ltd
01.2017 - 03.2019
B.B.A -
H.S.C - undefined
S.S.C. - undefined
Similar Profiles
Sveta KakerlaSveta Kakerla
DEPUTY MANAGER - Product Manager: Risk Monitoring at KOTAK MAHINDRA BANK- Kotak 811DEPUTY MANAGER - Product Manager: Risk Monitoring at KOTAK MAHINDRA BANK- Kotak 811
Raj PatilRaj Patil
Relationship Manager at Kotak Mahindra Bank LtdRelationship Manager at Kotak Mahindra Bank Ltd
Iman ChakrabortyIman Chakraborty
Digital Banking Intern at Kotak Mahindra BankDigital Banking Intern at Kotak Mahindra Bank
AARYA DAARYA D
Senior Service Officer at KOTAK MAHINDRA BANKSenior Service Officer at KOTAK MAHINDRA BANK
RAHUL PANDERAHUL PANDE
Technical Support Executive at TeleperformanceTechnical Support Executive at Teleperformance