Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Smriti Dixit

Banker
Jaipur

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

5
5
years of professional experience
3
3
years of post-secondary education
2
2
Certifications
2
2
Languages

Work History

Personal Banker

Yes Bank Ltd
Jaipur
05.2022 - Current
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Followed up with customers to gather feedback and provide additional assistance.
  • Processed deposits, withdrawals and ACH transfers accurately.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Monitored customer accounts to detect irregularities or suspicious activity.
  • Monitored accuracy of customer information in system.
  • Greeted customers and delivered information about new account processes.
  • Collected customer information and completed new account forms.
  • Processed customer payments and account setup charges.
  • Presented new and additional products and services to existing customers.
  • Reconciled customer accounts and balanced daily transactions.
  • Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.

Relationship Manager

HDFC Bank
Jaipur
07.2018 - 04.2022
  • Worked with HDFC BANK in its virtual departments to facilitate communication and deliver personalized solutions to customers.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Maintained knowledge on banking products and distribution to provide optimal service support.
  • Monitored customer feedback and generated reports to identify areas of improvement.
  • Created and maintained databases to track customer discussions and preferences for accurate, updated records.
  • Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
  • Participated in staff meetings to discuss innovative strategies to improve services.
  • Developed strategic plans for day-to-day financial operations.
  • Conducted financial due diligence on potential investments and acquisitions.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.

Education

Secondary -

Lady Anshuiya Singhania School
Jhalawar
03.2009 - 03.2010

Bachelor Of Commerce -

Mohanlal Sukhadia University
Udaipur
03.2014 - 06.2015

Senior Secondary -

Atomic Energy Central School
Rawatbhata
03.2012 - 03.2013

Skills

Loans

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Certification

Post Graduate Diploma in Business Management

Timeline

Diploma in Computer Applica

03-2023

Personal Banker

Yes Bank Ltd
05.2022 - Current

Relationship Manager

HDFC Bank
07.2018 - 04.2022

Post Graduate Diploma in Business Management

03-2017

Bachelor Of Commerce -

Mohanlal Sukhadia University
03.2014 - 06.2015

Senior Secondary -

Atomic Energy Central School
03.2012 - 03.2013

Secondary -

Lady Anshuiya Singhania School
03.2009 - 03.2010

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