Dynamic professional with experience at State Bank of India, skilled in rural marketing and customer relationship management. Proven ability to enhance access to financial services through community engagement and effective documentation support. Proficient in digital tools and fluent in Hindi, fostering strong client relationships while promoting agricultural lending solutions.
· Supported branch staff in field-based marketing, promoting key banking products including savings accounts, loan schemes, and digital banking solutions in rural areas.
· Assisted in identifying and onboarding eligible customers for Kisan Credit Card (KCC) limits, guiding them through documentation and application processes.
· Participated in awareness drives and community engagement programs aimed at increasing access to formal financial services in underserved regions.
· Developed strong understanding of agricultural credit cycles, seasonal funding requirements, and risk factors related to rural lending.
· Collaborated with officers and field staff to maintain accurate customer records, follow up on applications, and ensure timely resolution of service requests.
· Provided technical assistance and troubleshooting support to clients and internal teams.
· Assisted in maintaining and updating software systems, including internal CRM tools.
· Collaborated with cross-functional teams to resolve IT-related issues efficiently.
· Documented technical issues and solutions to improve internal knowledge base.
Field Sales & Rural Marketing
Customer Relationship Management
Knowledge of Agricultural Lending (KCC, SHG, MSME)
Documentation & Application Support
Basic Financial Literacy Promotion
Digital Tools: MS Office, Email, Internet Banking Portals
Languages: Hindi (Fluent), English (Professional Working Proficiency)
· Conducted field visits for loan application processing and document verification.
· Promoted financial inclusion by educating rural clients on banking products.
· Managed a customer portfolio of 500+ clients with regular follow-up.
· Collaborated with field officers to streamline reporting and loan disbursements.
· Strong interpersonal skills with the ability to connect with rural clients and understand their financial needs.
· Adaptable and quick to learn new systems and workflows, especially in high-pressure, field-driven environments.
· Self-motivated, punctual, and committed to achieving both individual and team goals.
· Ground-level familiarity with the banking landscape in Himachal Pradesh, particularly in Nalagarh region.