Abhishek Kumar
Summary
Experienced Banking Advisor with a strong track record of delivering exceptional customer service and tailored financial solutions. Skilled in building client relationships, identifying needs, and cross-selling banking products. Committed to staying informed on industry trends and regulations. Seeking to leverage expertise to contribute to a dynamic financial institution.
Overview
7
7
years of professional experience
Work History
Banking Advisor
Concentrix
08.2020 - 10.2023
- Provided advice on different bank products and financial options.
- Balanced teller drawers and ATM cash.
- Managed escalated phone calls by applying conflict resolution skills and extensive knowledge of bank policies, products, and services.
- Evaluated client financial positions and identified the most appropriate banking products.
- Educated customers on the features and benefits of banking products and services.
Field Sales Representative
Kognitive Marketing
10.2019 - 04.2020
- Developed and presented educational pitches detailing practical and financial product benefits.
- Represented company brand during customer and prospect interactions.
- Forecasted sales, developing and evaluating various methods of customer interaction.
- Set and achieved company defined sales goals.
- Contributed to team objectives in fast-paced environment.
Cashier
Walmart
10.2018 - 09.2019
- Greeted customers entering store and responded promptly to customer needs.
- Welcomed customers and helped determine their needs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Answered questions about store policies and addressed customer concerns.
Independent Insurance Agent
AXIS BANK Ltd.-INDIA
01.2017 - 07.2018
- Approached potential clients by using direct marketing mailings and phone contacts.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Maintained high standards of customer service by building relationships with clients.
Education
Advanced Diploma - Business Management
Canadore College of Applied Arts And Technology
Mississauga, Canada05.2020
Diploma - Mobile Applications Development
Sault College of Applied Arts And Technology
Sault Ste. Marie, ON05.2019
Skills
- Portfolio Management
- Sales and Marketing
- Financial Advising
- Lead Generation
- Insurance Sales
- Pipeline Management
- Communication and Interpersonal Skills
- Attention to Detail
- Report Writing
- Problem-Solving Skills
- Time Management
- Negotiation Skills
- Customer Service Skills
- MS Office
Timeline
Banking Advisor
Concentrix
08.2020 - 10.2023
Field Sales Representative
Kognitive Marketing
10.2019 - 04.2020
Cashier
Walmart
10.2018 - 09.2019
Independent Insurance Agent
AXIS BANK Ltd.-INDIA
01.2017 - 07.2018
Advanced Diploma - Business Management
Canadore College of Applied Arts And Technology
Diploma - Mobile Applications Development
Sault College of Applied Arts And Technology
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