Sonali Singh
Financial Services
Lucknow
Overview
3
3
years of professional experience
8
8
Certifications
Work History
Senior Agency Manager
Aditya Birla Capital
Lucknow
02.2024 - Current
Team manager for financial service advisors
Personal Banker-Relationship Manager
HDFC Bank Ltd
Delhi
05.2019 - 12.2021
- Responsible for achievement of specified sales target through third party products, banking solutions and CASA target
- To understand client needs and requirements and accordingly recommend product and service
- Recommended by Regional Head for 'Best Performance' in asset management and insurance while working in HDFC
- Achieved every month target as Personal Banker with the proficiency varying between 100% to 121%
- Recommendation for excellence in service by the clients
Education
Data Analytics - undefined
Simplilearn
Lucknow, Uttar PradeshPGDM - undefined
FOSTIIMA BUSINESS SCHOOL
B.Com - undefined
Lucknow University
HSC - undefined
Spring Dale College
Skills
Microsoft Excel
Microsoft Office
Customer Service
Leadership Skills
Computer Skills
Fast Learner
Ability to Work in a Team
Communication Skills
Analytical Thinking
Time management
Certification
Data Analyst
Timeline
Senior Agency Manager
Aditya Birla Capital
02.2024 - Current
Personal Banker-Relationship Manager
HDFC Bank Ltd
05.2019 - 12.2021
Data Analytics - undefined
Simplilearn
PGDM - undefined
FOSTIIMA BUSINESS SCHOOL
B.Com - undefined
Lucknow University
HSC - undefined
Spring Dale College