Greeshma Rajendran Kanchana
Mississauga,ON
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results. Knowledgeable and dedicated customer service professional with extensive experience in Banking industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
9
9
years of professional experience
1
1
Certificate
Work History
Business Banking Associate
State Bank of India (Commercial Branch)
Trivandrum, Kerala, India
12.2019 - 07.2022
- Developed valuation for complex transactions across variety of sectors.
- Spotted problems, generated options and recommended solutions.
- Managed execution of transactions by coordinating diligence and presentations across multiple stakeholders.
- Developed and reviewed written pitch and marketing materials for client meetings.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Responded to customer questions and concerns or escalated to supervisor for resolution.
- Answered inquiries and provided information to sales representatives, distributed appropriate paperwork and fulfilled quote requests to deliver excellent customer support.
- Met with members to understand goals and recommend solutions to fit specific needs.
- Maintained regular contact with clients to inform about transactions and performance.
- Corresponded with customers and conferred with coworkers to answer inquiries, discuss market fluctuations or resolve account problems.
- Gathered customer information and maintained in CRM database.
- Accurately processed routine financial transactions such as daily cash deposits worth 30 million rupees for customers.
- Received, analyzed and sorted both incoming and outgoing forex transactional messages.
Business Banking Associate
State Bank of India (Administrative Office)
Trivandrum, Kerala, India
03.2019 - 11.2019
- Developed valuation for complex transactions across variety of sectors.
- Spotted problems, generated options and recommended solutions.
- Managed execution of transactions by coordinating diligence and presentations across multiple stakeholders.
- Developed and reviewed written pitch and marketing materials for client meetings.
- Created financial models and analyzed financial statements.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Responded to customer questions and concerns or escalated to supervisor for resolution.
- Answered inquiries and provided information to sales representatives, distributed appropriate paperwork and fulfilled quote requests to deliver excellent customer support.
Banking Associate
State Bank of India(LHO SME)
Trivandrum, Kerala, India
03.2013 - 03.2019
- Worked closely with manager to provide effective assistance for specific aspects of business operation.
- Assisted manager in all aspects of business operations.
- Managed and completed paperwork and overall office administration operations.
- Attended to office operations and required paperwork.
- Connected customers to experts for assistance with specialized financial needs.
- Assisted bankers with ongoing file maintenance, past due reports or notices, insurance management, compliance exceptions and customer contact.
- Conducted loan closings and disbursed funds.
- Informed existing customers about bank's products and services and worked to resolve issues.
- Carried out day-day-day duties accurately and efficiently.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Conducted regular proof work and followed up on chargebacks and deposit corrections.
- Handled various accounting transactions.
- Executed wire transfers, stop payments and account transfers.
Education
MBA - Human Resource Management
Indira Gandhi National Open University
Trivandrum, Kerala02.2023
Post-Graduate Diploma - Management
Indira Gandhi National Open University
Trivandrum, Kerala, India12.2021
Diploma of Education - Management
Indira Gandhi National Open University
Trivandrum, Kerala, India12.2016
M.Tech - NanoTechnology
Amrita Center For Nano-science And Molecular Medic
Vallikavu, Kerala, India02.2013
Bachelor of Technology - Electronics And Communication Engineering
University of Kerala
Trivandrum, Kerala, India06.2011
Skills
- Money Orders
- Cold Calling
- Cost Evaluation
- Banking and Finance
- Digital Currency
- Customer Transactions
- Account Closing
- Customer Relations
- High Net Worth Individuals Marketing
- Professional Relationships
- Data Gathering
- Bank Services and Products Recommendation
- Human Resources
- Problem-Solving
- Documentation Skills
- Excellent Computer Skills
- Documenting
- Continuous Improvement
Certification
- Completed Certificate in Human Resource Management from HR Certification Institute®
- Successfully completed Customer Service & Banking Codes and Standard from Indian Institute of Banking & Finance.
- Successfully completed Prevention of Cyber Crimes and Fraud Management from Indian Institute of Banking & Finance.
- Successfully completed Certificate Examination in IT Security from Indian Institute of Banking & Finance.
Timeline
Business Banking Associate
State Bank of India (Commercial Branch)
12.2019 - 07.2022
Business Banking Associate
State Bank of India (Administrative Office)
03.2019 - 11.2019
Banking Associate
State Bank of India(LHO SME)
03.2013 - 03.2019
MBA - Human Resource Management
Indira Gandhi National Open University
Post-Graduate Diploma - Management
Indira Gandhi National Open University
Diploma of Education - Management
Indira Gandhi National Open University
M.Tech - NanoTechnology
Amrita Center For Nano-science And Molecular Medic
Bachelor of Technology - Electronics And Communication Engineering
University of Kerala
- Completed Certificate in Human Resource Management from HR Certification Institute®
- Successfully completed Customer Service & Banking Codes and Standard from Indian Institute of Banking & Finance.
- Successfully completed Prevention of Cyber Crimes and Fraud Management from Indian Institute of Banking & Finance.
- Successfully completed Certificate Examination in IT Security from Indian Institute of Banking & Finance.
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