Soumen Pal
Kolkata
Summary
Accomplished banking professional with expertise in financial analysis and client onboarding at Bank of Baroda. Successfully expanded client base by promoting new financial products. Demonstrated exceptional cash handling skills and attention to detail, ensuring zero discrepancies in daily transactions. Proficient in utilizing CRM software to enhance customer service and operational efficiency.
Overview
5
5
years of professional experience
Work History
Business Associate
Bank Of Baroda
TINSUKIA
09.2024 - Current
- Maintained database systems to track and analyze operational data efficiently.
- Reviewed invoices, payment requests, advance requests, and expense reimbursements for accuracy before approval.
- Ensured proper coding of financial documents to facilitate timely processing.
Personal Banker
BANK OF BARODA
PASIGHAT
08.2020 - 08.2024
- Answered customer inquiries regarding services, including deposit accounts, bonds, and securities.
- Processed requests for statements, check orders, and updates to personal information.
- Balanced cash drawers and vault accounts daily with zero discrepancies.
- Expanded client base through promotion of new financial products.
- Managed deposits, withdrawals, and wire transfers to ensure seamless banking transactions.
- Utilized customer relationship management software for accurate and complete service delivery.
- Accurately processed deposits, withdrawals, and ACH transfers.
- Informed customers of application procedures for ATM cards, direct deposit, and certificates of deposit.
Education
Bachelor of Computer Applications - COMPUTER APPLICATIONS
UNIVERSITY OF BURDWAN
HARIPAL08.2014
Skills
- Banking operations
- Client onboarding
- Financial analysis
- Cash handling
- Financial services expertise
- Financial planning
- Mutual funds knowledge
Additional Information
I have experienced in every operation related work in daily banking. Also promote Mobile banking App of our bank and got reward also for opening highest no of mobile banking in a month.
Personal Information
Title: BANKER
Languages
English
Beginner
A1
Hindi
Beginner
A1
Bengali
Beginner
A1
Accomplishments
GOT Certificate FROM ZONAL HEAD for Opening Highest FD for Bank of Baroda.
Timeline
Business Associate
Bank Of Baroda
09.2024 - Current
Personal Banker
BANK OF BARODA
08.2020 - 08.2024
Bachelor of Computer Applications - COMPUTER APPLICATIONS
UNIVERSITY OF BURDWAN