Krishna Sharma
Banking Sales | Bancassurance | Relationship Management | Branch Banking
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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)