Summary
Overview
Work History
Education
Skills
Languages
PASSPORT DETAILS
PERSONAL DETAILS
Timeline
Generic
Syed Kamran Mehdi Rizvi

Syed Kamran Mehdi Rizvi

Ellenabad

Summary

Confident Personal Banker professionally handling complaints and problems to build customer loyalty. Skilled in handling transfers, processing checks, and presenting financial products to customers. Solid knowledge of personal banking practices and regulations. Dedicated employee known for punctuality, pursuing employment options where good customer service and positive attitude will make a difference. Friendly professional committed to maintaining high customer service ratings and presenting professional image. Experienced in expertly handling high volume of banking transactions per day and interacting with customers. Hands-on experience in reviewing reports for variances and performing follow-up and backup work duties. Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.

Overview

7
7
years of professional experience

Work History

Senior Personal Banker

Yes bank Limited
Allahabad
08.2023 - Current
  • Developed relationships with customers by providing exceptional customer service and responding promptly to inquiries.
  • Performed daily transactions such as cash deposits, check cashing, loan payments and money orders.
  • Conducted customer needs assessments to identify appropriate products and services for clients.
  • Maintained accurate records of customer accounts in the system while adhering to bank policies.
  • Monitored customer accounts regularly for suspicious activity or fraud attempts.
  • Ensured compliance with all federal laws relating to consumer protection when conducting transactions.
  • Utilized sales techniques such as cross-selling additional products or services to increase revenue potential for the bank.

Branch Relationship Officer

Axis Bank Limited
Allahabad
09.2022 - 08.2023
  • Assisted in resolving customer inquiries promptly and efficiently.
  • Educated customers on proper use of banking services such as online banking and mobile banking apps.
  • Resolved customer complaints in a timely manner.
  • Collaborated with IT department to troubleshoot technical issues related to banking systems.
  • Maintained accurate records of financial transactions.
  • Performed routine audits of branch operations to identify areas for improvement.
  • Prepared monthly reports on branch performance metrics.

Teller

Kotak Mahindra Bank
Allahabad
05.2019 - 09.2022
  • Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
  • Maintained accurate records of all transactions for compliance purposes.
  • Verified customers' identification to ensure compliance with laws and regulations.
  • Resolved customer complaints quickly and efficiently in order to maintain positive relationships with clients.
  • Maintained confidentiality of all customer records and information according to company policies.
  • Adhered strictly to all security procedures related to handling money at the teller window.
  • Answered customer inquiries regarding bank products and services.
  • Explained the features of various banking products available to customers.
  • Balanced cash drawers on a daily basis.
  • Built and maintained client relationships through quality, personalized interactions.

Sales Executive

HDFC Bank imited
Allahabad
09.2017 - 05.2019
  • Managing personal loan clients of branch,
  • Sourcing open market files of the required loan customers.
  • Completion of documentation with due diligence

  • Developed marketing campaigns designed to increase awareness of company's personal loan offerings and attract new business.
  • Met monthly performance goals set by management related to loan origination volumes.
  • Maintained accurate records of all loan activities, ensuring compliance with federal regulations such as Truth-in-Lending Act and Equal Credit Opportunity Act.

Education

Bachelor of Commerce - Accounting And Business Management

Serveshwari Degree College
Allahabad
04-2016

Intermediate - Accounting

UP Board
Allahabad
06-2013

High School - Commerce

UP Board
Allahabad
06-2011

Some College (No Degree) - MS Office 2013

NIIT Allahabad
Allahabad

Some College (No Degree) - Computer Operating And Programing Assisant

NCVT
Allahabad

Skills

  • Relationship Management
  • Portfolio Management
  • Banking operations
  • Wealth Management
  • Cross-Selling Products
  • Investment Advisory
  • Banking
  • Issues Resolution
  • Account Maintenance
  • Transaction Processing
  • Banking Policies and Procedures
  • MS Excel
  • Upselling
  • Regulatory Compliance
  • Customer Service
  • Relationship Building
  • Cash Handling
  • Client Relationship Management
  • Branch operations
  • Teller Support

Languages

English
First Language
English
Upper Intermediate (B2)
B2
Hindi
Proficient (C2)
C2

PASSPORT DETAILS

  • Passport No.: N8553217
  • Issue Date: 10-03-2016
  • Expiry Date: 09-03-2026
  • Place of Issue: Lucknow

PERSONAL DETAILS

  • Fathers Name: Syed Amir Abbas Rizvi
  • Date of Birth: 02-Mar-1996
  • Address: B-646/16 GTB Nagar Kareli, Allahabad-211016
  • Nationality: Indian

Timeline

Senior Personal Banker

Yes bank Limited
08.2023 - Current

Branch Relationship Officer

Axis Bank Limited
09.2022 - 08.2023

Teller

Kotak Mahindra Bank
05.2019 - 09.2022

Sales Executive

HDFC Bank imited
09.2017 - 05.2019

Bachelor of Commerce - Accounting And Business Management

Serveshwari Degree College

Intermediate - Accounting

UP Board

High School - Commerce

UP Board

Some College (No Degree) - MS Office 2013

NIIT Allahabad

Some College (No Degree) - Computer Operating And Programing Assisant

NCVT

Similar Profiles

CREATE PROFILE
Syed Kamran Mehdi Rizvi