VIVEK KONWAR
Guwahati
Summary
Dynamic personal banker with expertise in cash handling, Account Processing, Wealth Management , Mutual Funds , customer relationship management. Handling a HNI portfolio of 55 crores. Manage NR customers and their services. Proven ability to enhance customer experiences and ensure compliance with banking regulations. Results-driven banking professional with a strong background in financial advising and compliance auditing. Skilled in mentoring staff and improving customer satisfaction through effective communication and problem-solving. Dedicated personal banker recognized for relationship management and compliance expertise. Successfully conducted audits and resolved client issues, promoting security and risk management in banking operations.
Overview
9
9
years of professional experience
Work History
PERSONAL BANKER
HDFC BANK
GUWAHATI
09.2023 - Current
- Assisted clients with account openings and service inquiries.
- Educated customers on financial products and services.
- Collaborated with team members to enhance customer experience.
- Resolved client issues through effective communication and problem-solving.
- Conducted regular audits to ensure compliance with banking regulations.
- Mentored new staff on banking procedures and customer service techniques.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Followed operational standards, promoting security, risk management and compliance.
- Cross-sold banking products such as credit cards, loans and investments.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
- Performed daily balancing of cash drawer and reconciled discrepancies when necessary.
Banking Officer
ICICI BANK
GUWAHATI
02.2021 - 03.2022
- Processed customer transactions efficiently and accurately.
- Collaborated with team members to enhance customer service strategies.
- Resolved customer complaints through effective communication and problem-solving skills.
ACCOUNTANT
GEETBITAN
TINSUKIA
01.2017 - 02.2021
- Prepared monthly financial statements and reports for management review.
- Conducted reconciliations of bank statements to ensure accuracy.
- Maintained organized records of invoices and receipts for audits.
- Created journal entries accurately and timely for month end close processes.
Education
B.TECH - Mechanical Engineering
VELTECH TECHNICAL INSTITUTION
CHENNAI06-2016
HIGHER SECONDARY - Science
VIKAS EDUCATIONAL INSTITUTION
VISAKHAPATNAM03-2011
MATRICULATION -
KENDRIYA VIDYALAYA
TINSUKIA03-2009
Skills
- Relationship management
- Financial advising
- Compliance auditing
- Cash handling
- Loan processing
- Customer relationship management
- Risk assessment
- Time management
- Key account management
- Account management
- Client onboarding
- CRM software proficiency
Languages
ASSAMESE
First Language
English
Advanced (C1)
C1
Hindi
Advanced (C1)
C1
Affiliations
- TEAM CAPTAIN AT UNIVERSITY (TABLE TENNIS)
- VOLUNTEERED AT NGO (OLD AGE HOME)
- MUSIC ENTHUSIAST (GUITAR AND SINGING)
Timeline
PERSONAL BANKER
HDFC BANK
09.2023 - Current
Banking Officer
ICICI BANK
02.2021 - 03.2022
ACCOUNTANT
GEETBITAN
01.2017 - 02.2021
B.TECH - Mechanical Engineering
VELTECH TECHNICAL INSTITUTION
HIGHER SECONDARY - Science
VIKAS EDUCATIONAL INSTITUTION
MATRICULATION -
KENDRIYA VIDYALAYA