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Krishna Sharma

Krishna Sharma

Banking Sales | Bancassurance | Relationship Management | Branch Banking

Talent
Greater Bhopal AreaMember since August 12, 2026
Customer AcquisitionCross-SellingRelationship ManagementBranch SalesHealth Insurance SalesNeeds AnalysisBranch OperationsCustomer ServiceTransaction ProcessingMicrosoft ExcelBancassuranceCustomer Needs Analysis
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Customer AcquisitionCross-SellingRelationship ManagementBranch SalesHealth Insurance Sales

About

Banking professional with hands-on experience in branch operations, customer service, transaction processing, documentation, and customer relationship management. Familiar with banking products, loan-related documentation, and customer needs analysis. IRDA-certified with knowledge of life insurance and health insurance sales, cross-selling, customer acquisition, and relationship management.

MBA graduate in Human Resource and Marketing Management, seeking opportunities in Banking Sales, Bancassurance, Relationship Management, Branch Sales, or Customer Acquisition.

Experience

Banking Operations - DCB Bank

(2025-02 - 2025-08)

  • Handled day-to-day branch banking operations, customer service, transaction processing, and operational support.
  • Interacted with customers to understand their banking requirements and provided appropriate service support.
  • Supported loan-related activities through document collection, verification, and coordination with relevant teams.
  • Handled customer queries and assisted with account and transaction-related issues to improve service experience.
  • Maintained accurate customer and transaction records using banking systems.
  • Prepared and maintained operational data and MIS reports using Microsoft Excel.
  • Coordinated with internal teams to resolve customer issues and complete operational activities within required timelines.
  • Followed banking procedures and documentation requirements to maintain operational accuracy and compliance.
  • Supported customer relationship activities and identified opportunities to assist customers with relevant banking services.

Education

MBA - Human Resource & Marketing Management - Dr. APJ Abdul Kalam University, Indore (2025)

Bachelor of Commerce - Commerce - Vikram University (2021)

Class 12 - MP Board (2018)

Skills

Banking SalesBancassuranceRelationship ManagementBranch Banking

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