Summary
Work History
Education
Skills
Accomplishments
Personal Detail
Languages
Timeline
Generic
Surbhi Ojha

Surbhi Ojha

Bhilwara

Summary

Getting a dynamic position with continue learning and performing with an esteemed organization. Talented Manager with expert team leadership, planning and organizational skills built during successful career. Smoothly equip employees to independently handle daily functions and meet customer needs. Diligent trainer and mentor with exceptional management abilities and results-driven approach.

Work History

Manager Grade MMI

ICICI BANK
  • Responsible for the administration and efficient daily operations of a full service branch including lending
  • Monitoring business compliance and operations, customer servicing/resolution of customer queries
  • Managing vault limits & vault custodian
  • Managing all branch reports like EOD cash position, welcome kits, SQL, all inventory reports on a fortnightly basis
  • Monitoring of office accounts & manage all vendor and utility bills
  • Product sales customer service and security in accordance with bank objectives
  • Updating BDR, & KMR and also supervising all noncash transactions
  • Knowledge of gold loan processing
  • Enhance and contribute to the growth of the company through business development
  • Supervises all operations staff as a leader.

Assistant Manager Grade E1

HDFC BANK
  • Responsible for cash and non-cash transactions
  • Customer servicing/resolution of customer queries
  • Managing vault limits & vault custodian
  • Review branch reports like EOD cash position reports, etc
  • Monitoring of dummy and suspense accounts & updating all required registers
  • Manage all vendor and utility bills
  • Branch batch opening and closure
  • Updating key registers and also supervising all non-cash transactions like DD, MC, etc
  • Check daily stub copies
  • Build a relationship with customers and generating leads for CASA cross sales for life insurance, general insurance, mutual funds, retail assets, and also achieve Star service excellence targets on a month-to-month basis.

Associate

ICICI Prudential Life Insurance Co.
  • Branch operations, customer servicing, cross-sell, business retention, renewal collection.

Sr. Sales Executive

IDBI Bank
  • Preparing business plans and strategies to develop business and achieving business targets
  • Planning different activities to explore better business opportunities and new developments
  • Search, identify & generating daily fresh sales calls
  • Establishing strong relationship and communication with clients
  • Opening Demat Accounts, Current accounts, saving accounts
  • Generating leads for Business loan (CC limit).

Education

MBA -

Jaipuir National University
Jaipur, India
12.2018

Master of Commerce -

MDSU
Ajmer, India
05.2017

Bachelor of Commerce -

MDSU
Ajmer, India
04.2014

12th -

KV
Bhilwara
05.2011

10th -

G.S.S.S
AJMER
05.2009

Skills

  • Team Leadership
  • Time Management
  • Verbal and written communication
  • Complex Problem-Solving

Accomplishments

  • Got Award Of Excellence for a stellar performance in Aug-Sep-Oct-2017
  • Qualify In Magical Mount Contest In Dec-Jan-2018.
  • Qualify In Rajasthan Super Star Night contest In Feb-March-2018
  • Certificate of appreciation from state head for exemplary performance in H1(2023-24). & Chance to attend and meeting with Mr. Sandeep Bakshi sir.

Personal Detail

Father's Name   : Mr.Sunil Ojha

Mother's Name  :Mrs. Chhaya Ojha

Marital Status    : Married {29th nov 2023}

Husband Name  :Mr. Sumit Tripathi


Languages

Hindi
English

Timeline

Manager Grade MMI

ICICI BANK

Assistant Manager Grade E1

HDFC BANK

Associate

ICICI Prudential Life Insurance Co.

Sr. Sales Executive

IDBI Bank

MBA -

Jaipuir National University

Master of Commerce -

MDSU

Bachelor of Commerce -

MDSU

12th -

KV

10th -

G.S.S.S
Surbhi Ojha