To secure a position as a Banking Officer in a reputable financial institution where I can utilize my knowledge and experience to contribute to the success of the organization.
Overview
11
11
years of professional experience
Work History
Deputy Manager
HDFC Bank Ltd.
12.2023 - Current
Managed client portfolios and conducted regular reviews.
Bank Reconciliation: Matched bank statements with company records to find and fix any differences.
Intercompany Reconciliation: Checked and matched transactions between related companies, and resolved any issues.
Balance Sheet Reconciliation: Reviewed balance sheet accounts each month to make sure everything was accurate and up to date.
General Ledger (GL) Reconciliation: Checked general ledger accounts to ensure correct entries and made necessary adjustments.
Credit Card Reconciliation: Matching credit card statements with internal expense records.
Customer Reconciliation: Ensuring customer accounts are accurate and up-to-date.
Process Associate - Bajaj Finance Project
Tata Consultancy Services
05.2018 - 11.2023
Assured completion of monthly financial transactions by running detailed scheduled reports.
Identifies the primary concerns, long-term strategies, and targets to be assigned to the team members.
To attend all inbound enquiries and educate customers on the terms and conditions of the loan. Ensure a clear understanding Network within the community to get referral business.
Documents verification, application login and to coordinate with customers till the loan disbursement.
Cross sales (Insurance, EMI Card)
Sr. Sales Consultant
SKN Wealth Creators Pvt. Ltd.
05.2017 - 05.2018
Maintain close working relationship with both existing and new customers.
Innovate new sales tools to increase the sales objectives of products.
Represent the firm in office visit, presentations, and meetings.
Identified and utilized sales talent among team members.
Handled customer queries and complaints about the products and resolved them.
Develop pitch scripts and provide tips on how to keep sales calls friendly and targeted.
Sr. Sales Executive
OceanOne Pvt. Ltd.
01.2015 - 01.2017
Sales process for salaried personal loan and Citi Bank credit card.
Sales products by establishing contact and developing relationships with prospects.
Mentoring sales team members.
Lead generation, cold call to arrange meetings with potential customers to prospect for new business.
Respond to incoming email and phone enquiries.
Education
MBA -
BAMU University of Aurangabad
B. Com - undefined
Shivaji University of Kolhapur
Skills
Team Leadership
Financial Resources Allocation
Compliance Control
Customer Support
Interests
Learning new tools and technologies which will enhance my skills