VIVEK KUMAR SINGH
Kolkata
Summary
Personal Banker with 2+ years of experience in banking, sales, and operations, delivering tailored financial solutions through modern banking technologies. Proven track record in exceeding sales goals, strengthening client relationships, and driving operational efficiency.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Deputy Manager
HDFC Bank
Kolkata
05.2023 - Current
- Built and maintained relationships with 200+ clients, achieving a 95% satisfaction rate by providing personalized financial advice and customized banking solutions.
- Performed detailed financial assessments to evaluate client working capital needs and provided customized solutions (overdrafts, trade financing, term loans, etc.).
- Worked closely with clients to identify and assess working capital requirements, offering customized solutions that enhanced operational cash flow.
- Consistently exceeded monthly sales targets by 20% through effective cross-selling of savings accounts, personal loans, and credit cards, driving a 15% increase in branch revenue.
Junior Account
Calcutta Export Company
Kolkata
06.2020 - 05.2021
- Managed accounts payable and receivable, processing 200+ invoices monthly and reducing overdue payments by 15% through efficient tracking and follow-up.
- Reconciled 80-100 bank and ledger accounts monthly, resolving discrepancies, with 100% success rate, ensuring the integrity of financial data.
- Accurately entered and maintained over 200 financial transactions per month in accounting software, ensuring proper documentation and quick retrieval of financial data.
- Assisted in the preparation of quarterly financial reports, supporting senior accountants in the analysis of company performance, with a focus on reducing financial errors by 5%.
Education
PGPM -
ICFAI Business School
Pune02.2023
Bachelor of Commerce - Honours
University Of Calcutta
Kolkata10.2020
Skills
- Financial analysis and banking solutions
- Cross-selling strategies
- Customer satisfaction and engagement
- Digital and mobile banking
- Secure transaction management
- CRM proficiency
Certification
- Certificate of excellence for the highest HNW Income, 04/01/25
- NISM-Series-V-A- Mutual fund distributors, 01/01/23
- Certificate of Outstanding Performance Retail Asset, 01/01/23
- Business Analysis Certifications, IBS Pune, 01/01/22
Accomplishments
- Achieved 30% conversion rate for new clients.
- Increased branch revenue by 15% through cross-selling.
- Enhanced customer satisfaction by 25% using technology.
Timeline
Deputy Manager
HDFC Bank
05.2023 - Current
Junior Account
Calcutta Export Company
06.2020 - 05.2021
PGPM -
ICFAI Business School
Bachelor of Commerce - Honours
University Of Calcutta
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