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Find professionals and candidates computer programming language pythonPurvi Gajjar

Purvi Gajjar

Sales Officer – CASA

Talent

Ahmedabad, GujaratMember since 25 May 2026

Banking Operations & CASA ManagementKYC & AML ComplianceCustomer Relationship Management (CRM)MS Office (Excel, Word, PowerPoint)Digital Banking & DocumentationData Accuracy & Record ManagementStrong Communication & Interpersonal SkillsAttention to Detail & Accuracy

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Banking Operations & CASA ManagementKYC & AML ComplianceCustomer Relationship Management (CRM)MS Office (Excel, Word, PowerPoint)Digital Banking & Documentation

About

Motivated and detail-oriented B.Com graduate with 2 years of experience in banking and insurance services. Skilled in customer relationship management, KYC compliance, and digital banking operations. Known for delivering accurate documentation and excellent client service.

Experience

Sales Officer – CASA - Axis Bank

(2025-02)

Managed account opening processes with accurate KYC verification
Handled customer queries and improved satisfaction
Maintained daily reports and ensured data accuracy
Supported branch operations and retention strategies

Freelance Consultant - General Insurance

(2023-12 - 2025-01)

Managed policy documentation and digital filing
Assisted clients with claims and renewals
Generated policies using online portals
Built strong client relationships

Education

Bachelor of Commerce - B.Com - Som-Lalit College of Commerce (2022)

Skills

Sales OfficerCASA

Reviews

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