Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Languages
Timeline
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LAKSHMI POTULA BOYANA

Etobicoke,Canada

Summary

Experienced in banking operations with focus on customer service, product knowledge and sales techniques. Proven strengths in relationship building, problem-solving and communication skills. Contributed to significant growth of customer base by offering tailored financial solutions and maintaining high level client satisfaction in previous roles.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Banking Associate

Société Générale Global Solution Centre Private Limited.
Bengaluru
2023.03 - 2024.04
  • Identified consumer demands and assisted them with solutions for customer issues.
  • Performed a wide variety of financial operations in an accurate and timely way
  • Delivered a first-rate customer experience at every point of contact, and assisted to help solve customer problems and resolve queries
  • Assured that all customer transactions and activities are accurate by conducting the necessary due diligence
  • Participated in extensive customer service training, which covered conflict resolution, effective communication and active listening techniques
  • Prepared and presented quality reports to management.

Banking Associate

BNP Paribas India Solutions pvt ltd.
2021.05 - 2023.02
  • Handled 50+ calls daily and served their queries with proper solutions
  • Trained 10+ junior customer service representatives on how to handle customers over the phone
  • Developed client relationships and received multiple complementary emails for exemplary service
  • Performed client service functions including execution of daily financial transactions, and account maintenance
  • Worked as a team player and upheld the company's standards of professionalism and integrity.

Education

Accounting And Finance

Humber College
Canada
2026-01

Master of Business Administration in Financial Management (85%) -

Jawaharlal Nehru Technology University
08.2020

Skills

  • Microsoft Excel , Word , Powerpoint , Outlook
  • Customer service oriented
  • Attention to detail
  • Data Entry word processing ( 50 WPM)
  • Administrative Support
  • Excellent communication skills both verbal and written and also learning french

Certification

07/2021, Investment Banking Certificate (IMARTICUS),

This Certification broadens my understanding of the disruptive Changes in financial services landscape in Investment Banking from imarticus.

Accomplishments

  • Awarded as Star Performer November 2021, May 2022 and Dec 2023.
  • Certificate of Excellence for overachieving Q1 target by more than 100% in bnp paribas
  • Also Award Winner for being the best associate in banking service - Societe Generale, 2023

Languages

English
Full Professional
French
Elementary

Timeline

Banking Associate

Société Générale Global Solution Centre Private Limited.
2023.03 - 2024.04

Banking Associate

BNP Paribas India Solutions pvt ltd.
2021.05 - 2023.02

Accounting And Finance

Humber College

Master of Business Administration in Financial Management (85%) -

Jawaharlal Nehru Technology University

07/2021, Investment Banking Certificate (IMARTICUS),

This Certification broadens my understanding of the disruptive Changes in financial services landscape in Investment Banking from imarticus.

LAKSHMI POTULA BOYANA