Pushpa
258, AKS 2, Zirakpur,Punjab
Summary
A competent dedicated professional with 1 year of experience in Operations. Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products.
Overview
1
1
year of professional experience
Work History
Personal Banker
Yes Bank Ltd
12.2022 - Current
- Reconciliation of branch accounts.
- handling lockers of branch accounts.
- Processing of Remittance (Inward + Outward).
- Handling of branch banking operations and products -(FD, DD, Fund Transfer, Insurance, and CASA.
- Management of Cash and Operations.
- Opening of Current and Saving Accounts.
- Management of documentation for various purposes like Retail & sales including life and general Insurance
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Cross-sold bank products and services to meet customer needs and provide options.
- Promoted financial products by maintaining excellent service offering knowledge.
Education
Bachelor of Arts - Financial Services And Insurance
Post Graduate Govt. College Girls
Sec- 42 Chandigarh08.2021
High School Diploma -
Govt. Girls Senior Secondary School
Sec- 20B Chandigarh2017
Skills
- Issues Resolution
- Upselling
- Cross-Selling and Upselling
- Transaction Processing
- Financial Advisement
- Banking Policies and Procedures
- Opportunity Identification
- Loans
- compliance
- Proactive
- Strong Communication
- MS- WORD
- MS- Excel
- MS- Office
Languages
English
Full Professional
Hindi
Native or Bilingual
Punjabi
Full Professional
Timeline
Personal Banker
Yes Bank Ltd
12.2022 - Current
Bachelor of Arts - Financial Services And Insurance
Post Graduate Govt. College Girls
High School Diploma -
Govt. Girls Senior Secondary School
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