Disha Das
Results-driven banking and customer relationship professional
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About
Results-driven banking and customer relationship professional with 5+ years of experience in customer service, personal banking, relationship management, sales, and business development. Skilled in client communication, issue resolution, customer satisfaction, banking operations, and specialized fraud dispute management. Proven track record in maintaining high compliance standards and resolving complex unauthorized transaction investigations.
Experience
Personal Banker - Barclays - Gurugram, India
(2025-11)
- Handled customer banking queries and provided end-to-end customer support.
- Handled fraud and dispute-related customer queries with timely resolution.
- Generated and managed fraud cases, transaction disputes, and chargeback requests.
- Assisted customers with unauthorized transaction investigations and account security concerns.
- Maintained compliance with banking regulations and fraud prevention protocols.
- Assisted customers with banking products and account services.
- Maintained high customer satisfaction and compliance standards.
Relationship Manager (Manager) - Yes Bank - Gurugram, India
(2024-11 - 2025-06)
- Managed portfolio accounts and strengthened customer relationships.
- Provided financial product recommendations based on client needs.
- Handled client escalations and service-related concerns.
Relationship Manager (Deputy Manager) - Axis Bank - Kolkata, India
(2023-01 - 2024-01)
- Managed NRI customer relationships and portfolio accounts.
- Achieved sales targets through consultative banking services.
Admission Counsellor - upGrad - Kolkata, India
(2022-03 - 2022-12)
- Managed leads and converted prospects through counselling.
- Handled objections and maintained customer relationships.
Senior Academic Counsellor - Vedantu - Kolkata, India
(2021-02 - 2021-06)
- Conducted online counselling sessions and follow-ups.
- Supported students with educational solutions.
Assistant Relationship Manager - Prime Realtors - Bangalore, India
(2020-01 - 2021-02)
- Coordinated client interactions and property viewings.
- Supported revenue generation through relationship management.
Customer Service Manager - Axis Bank - Bangalore, India
(2019-06 - 2020-01)
- Resolved customer service issues and promoted banking products.
- Handled customer account queries and branch operations.
Education
MBA - Marketing - RIMS, Mysore University (2017 - 2019)
BBA - Heritage Academy, WBUT (2014 - 2017)
Certificate - Digital Marketing - MICA School of Ideas (2023 - 2023)
