Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Certification
Personal Information
Disclaimer
Timeline
Generic
Trupti Lalwani

Trupti Lalwani

Nagpur

Summary

To Capitalize my Academic Qualification of Commerce, Finance & Accounting and use my skills in the best way possible for achieving Organizational goals.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Deputy Manager

Axis Bank
08.2021 - Current


In my role as a customer service officer, I was responsible for providing over the counter services to fulfill the needs of existing as well as potential customers.

● To identify and handle sales opportunities.

● Process customer transactions quickly & efficiently and introduce customers to alternate channels wherever possible, while maintaining high service standards.

● Use my interpersonal skills to build business relationships with potentialcustomers.

● Handle customer queries and provide appropriate solutions.

● Engage with customers and generate revenue by promoting and cross-selling retail banking and third-party products.

● Manage relationships with mapped customers to increase the depth of existing relationships.

Achieve sales targets as assigned by the organization monthly.

Accountant

Finten Consultancy Pvt Ltd
07.2020 - Current

Accounting Intern

CA Rahul Katariya and Associates
08.2019 - 06.2020

Education

Post-Graduation (M.Com) -

01.2020

Graduation (B.COM) -

01.2017

HSC -

01.2014

SSC -

01.2012

Skills

  • MS-Office with proficiency in MS-Word and MS-Excel
  • Tally ERP and earlier versions
  • Direct and Indirect software (computax)
  • Well versed with internet and drafting of mails
  • An effective communicator with good relationship management skills
  • Strong leadership qualities and can work as an individual or a team player
  • Ability to learn quickly and use new technologies and tools

Accomplishments

  • Qualified for MDRT Switzerland in Dec2023
  • Qualified for various other contests of Reward and Recognitions conducted by bank by over achieving the given targets.

Languages

English, Hindi, Sindhi, Marathi.

Certification

NISM-Series-V-A: Mutual Fund Distributors Certification Examination

Personal Information

  • Date of Birth: 09/17/1996
  • Marital Status: Unmarried

Disclaimer

I hereby declare that all the details furnished above are true to the best of my knowledge.

Timeline

Deputy Manager

Axis Bank
08.2021 - Current

Accountant

Finten Consultancy Pvt Ltd
07.2020 - Current

Accounting Intern

CA Rahul Katariya and Associates
08.2019 - 06.2020

Post-Graduation (M.Com) -

Graduation (B.COM) -

HSC -

SSC -

Trupti Lalwani