SUSHMA SHIVAVTAR YADAV
Mumbai
Summary
- Seeking assignments in Banking Operations, compliance, Relationship Management & Customer Service.
- A result-oriented professional with over 6 years' experience in Banking (Liabilities) operations, Business Management & Customer Service.
- Extensive exposure to various facets of banking such as Customer Service Management, Branch Operations Handling, Gold Loan Operation & Business Management.
- Seeking a position in Customer Service where my extensive experience will be further developed and utilized.
- Improving customer service based on client feedback through the development of new policies and procedures. Successfully handled all public relations issues.
Overview
6
6
years of professional experience
4034
4034
years of post-secondary education
Work History
Elite relationship manager
kotak Mahindra bank
01.2026 - Current
Service Desk Manager
IndusInd Bank
10.2023 - 12.2025
Personal Banker
HDFC Bank
09.2022 - 09.2023
Branch Sales Officer
Axis Bank
10.2019 - 08.2022
Education
Bachelor of Accounting & Finance -
Mumbai University
06.2016 - 03.2019
Higher Secondary Examination -
Maharashtra Board
SSC -
Maharashtra Board
Skills
- Cash Management
- Banking Operations
- General Administration
- Client Servicing
- Authorization of cash receipts & payments
- Processing of CRISP
- Discrepant & Mutilated currency identification & processing
- Cash Remittance
- Cash custodian
- Responsible for remittances
- Demand drafts
- Pay orders
- Fixed deposits
- Resolution of customer queries
- Authorization responsibility of transactions
- Leading team for cross-sell activities
- Conversion for Life/General insurance
- Mutual Funds
- Gold Loan Operation
- Managing branch process
- Handling communication
- Managing deliverables
- Stationary inventory management
- Attending client concerns
- Maintaining relations with customers
- Service Relationship Manager
- Preparing deliverable reports
Languages
- English
- Hindi
- Marathi
Personal Information
- Date of Birth: 03/07/1999
- Marital Status: Single
Notable Accomplishments
- Involved in generation, prospecting, proposal preparation & closing deals.
- Qualified for March Toppers Challenge in JFM Quarters.
- Recognized for highest insurance qualification in July.
Core Competencies
Authorization of cash receipts & payments., Processing of CRISP (cash received in sealed envelope)., Discrepant & Mutilated currency identification & processing., Cash Remittance and cash custodian., Responsible for remittances - Demand drafts, Pay orders, Fixed deposits., Resolution of all customer queries pertaining to cash & clearing and account opening., Authorization responsibility of transactions related to DD/Remittance, Transfer of account, Cheque queries., Leading team for cross-sell activities & conversion for Life/General insurance, FDs, Gold selling, Mutual Funds., Gold Loan Operation end-to-end processing., Managing branch end-to-end branch process., Handling inward & outward communication for the branch., Managing deliverables (Debit card, PIN mailers, Cheque book, Welcome kit)., Stationary inventory management., Attending client concerns & complaints and resolving them effectively., Maintaining cordial relations with customers to sustain business profitability., Service Relationship Manager for high potential clients (Yes First)., Preparing MIS reports, deliverable reports, and monthly Tax sheets (15 G/H).
Timeline
Elite relationship manager
kotak Mahindra bank
01.2026 - Current
Service Desk Manager
IndusInd Bank
10.2023 - 12.2025
Personal Banker
HDFC Bank
09.2022 - 09.2023
Branch Sales Officer
Axis Bank
10.2019 - 08.2022
Bachelor of Accounting & Finance -
Mumbai University
06.2016 - 03.2019
Higher Secondary Examination -
Maharashtra Board
SSC -
Maharashtra Board