Summary
Overview
Work History
Education
Skills
Certification
Languages
Hobbies and Interests
Accomplishments
Languages
Timeline
Generic
Vishi Chauhan

Vishi Chauhan

Bhopal

Summary

Detail-oriented professional with over three years of experience in banking operations and client relationship management. Proven ability to manage high-volume transactions and ensure compliance within financial institutions. Recognized for strong organizational skills and effective communication, contributing to enhanced client satisfaction and operational efficiency. Actively seeking roles in customer relations, operations, or virtual assistance where I can contribute to efficiency, client satisfaction, and team success.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Executive Relationship Manager

Bajaj Allianz
12.2024 - 06.2025
  • Build and maintain strong client relationships, ensuring high customer satisfaction
  • Achieve sales targets by promoting insurance products to clients
  • Provide consultative support with in-depth product knowledge
  • Address and resolve customer complaints and inquiries efficiently
  • Identify new business opportunities through effective networking

Deputy Manager (Operations)

Ujjivan Small Finance Bank
Bhopal
10.2023 - 10.2024
  • Oversaw end-to-end branch operations, ensuring compliance with banking regulations and internal SOPs.
  • Handled cash management, daily reconciliation, and vault operations, maintaining accuracy and accountability.
  • Supervised and guided the teller and front desk staff to deliver timely and efficient customer service.
  • Managed account opening processes, KYC verification, and risk assessment for new clients.
  • Monitored loan disbursement, collection follow-up, and supported field teams in microfinance operations.
  • Conducted regular MIS reporting for operational performance and presented insights to higher management.
  • Acted as the primary escalation point for customer complaints, ensuring swift resolution and retention.
  • Participated in internal and external audits, implementing corrective actions and compliance improvements.

Assistant Manager (Operations)

Kotak Mahindra Bank
11.2021 - 10.2023
  • Managed cash operations, vault balancing, and ensured accurate end-of-day reconciliation for the branch.
  • Oversaw locker management, key handling protocols, and maintained high safety and compliance standards.
  • Handled customer onboarding, including account opening, KYC verification, and activation of banking products.
  • Provided support for cross-selling banking products such as fixed deposits, insurance, and credit cards.
  • Ensured strict adherence to regulatory compliance, internal policies, and RBI audit norms.
  • Resolved customer escalations with professionalism, contributing to high client satisfaction and retention.
  • Generated and analyzed daily reports, including transaction summaries, cash flow, and operational performance.
  • Trained and monitored junior staff in customer service delivery, operational guidelines, and system usage.
  • Collaborated with regional managers and product teams to streamline operational workflows and achieve targets.
  • Supported audit readiness, ensuring documentation, registers, and records were maintained as per guidelines.

Customer Service Executive

Teleperformance- Flipkart
06.2021 - 11.2021
  • Assisted customers with inquiries and resolved issues efficiently.
  • Managed customer accounts and processed orders accurately.
  • Collaborated with team members to improve service quality.
  • Utilized CRM systems to track customer interactions and feedback.
  • Assisted with customer inquiries related to product information, order status, returns and exchanges, billing issues and more.

Education

MBA - Finance And HR

Manipal University
Jaipur

M.Com - Marketing Management

Vikramaditya College
Bhopal
06-2022

B.Com - Taxation

Bhopal School of Social Sciences
Bhopal
10-2020

12th Grade - Commerce

St. Montfort Senior Secondary School
01.2017

10th Grade -

St. Montfort Senior Secondary School
01.2015

Skills

  • Microsoft Office Suite
  • Tally Prime
  • Operational efficiency
  • Process optimization
  • Banking and finance
  • Risk assessment
  • Compliance management
  • Quality control standards
  • HR systems knowledge
  • Regulatory compliance expertise
  • Accounting principles
  • Customer relationship management
  • Client management

Certification

  • The Fundamentals of Anti-Money Laundering - Alison
  • Diploma In Human Resource Management - Udemy
  • Banking, Finance, and Insurance Certification - Bajaj Finserv
  • Tally Prime Certification - Tally Solutions | Bhopal

Languages

English - Fluent, Hindi - Native

Hobbies and Interests

Social Worker | Sankalp NGO - Involved in various community service initiatives to promote social awareness, Dancing - Winner of several inter-college dance competitions

Accomplishments

  • Achievements in Sales and Operations - Awarded multiple times for achieving business targets and compliance efficiency at Kotak Mahindra Bank
  • Qualified three contests back to back- Bajaj Allianz
  • Extracurricular Achievements - Winner of several inter-college dance competitions

Languages

Hindi
First Language
English
Proficient (C2)
C2

Timeline

Executive Relationship Manager

Bajaj Allianz
12.2024 - 06.2025

Deputy Manager (Operations)

Ujjivan Small Finance Bank
10.2023 - 10.2024

Assistant Manager (Operations)

Kotak Mahindra Bank
11.2021 - 10.2023

Customer Service Executive

Teleperformance- Flipkart
06.2021 - 11.2021

MBA - Finance And HR

Manipal University

M.Com - Marketing Management

Vikramaditya College

B.Com - Taxation

Bhopal School of Social Sciences

12th Grade - Commerce

St. Montfort Senior Secondary School

10th Grade -

St. Montfort Senior Secondary School

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Vishi Chauhan