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
03.2023 - 04.2024
- 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.
05.2021 - 02.2023
- 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
Canada01-2026
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.
03.2023 - 04.2024
Banking Associate
BNP Paribas India Solutions pvt ltd.
05.2021 - 02.2023
Accounting And Finance
Humber College
Master of Business Administration in Financial Management (85%) -
Jawaharlal Nehru Technology University
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