Manager/RM - INDUSIND BANK LTD.
(2024-08)
- Acquire new clients through leads and family account grouping
- Deepen relationships with existing clients to increase their share of wallet and revenue
- Provide financial advice to clients on investment, insurance and banking transaction
- Monitor client portfolios and recommend investment solutions
- Ensure compliance with bank process and policies including money laundering prevention
- Participate in business development activities
- Achieve budgeted cross-sell
Asst. Manager/PB - YES BANK LTD.
(2022-09 - 2024-05)
- Manage customer bank accounts; open, close and oversee transactions
- Resolve issues with banking services and accounts
- Refer clients to inhouse financial experts, as needed
- Reach out to potential customers to generate new business
- Present financial products and services to existing and prospective customers
- Perform administrative duties (e.g. entering data into banking software)
- Ensure timely escalation of issues that are impacting business and possible solutions to address the concerns to the BSDL
- CTC clearing
- Authorised Financial and Non financial transaction
Accountant - SENCO GOLD & DIAMOND
(2021-11 - 2022-09)
- Responses to handle cash
- Patty cash handle
- Also prepair other report like stock, sale etc. as per H.O
- Maintain staff attendance & leave detail
- Manage daily operations
- Analyze sales finance and other report to gain insights into how to improve performance and maximize growth
- Prepair daily sales report
- Worked in cash and bank reconciliation
Sr. FSM - ICICI PRUDENTIAL LIC LTD.
(2021-01 - 2021-09)
- Maintain productivity
- Meet monthly/annual targets
- Provide guidance and advice to the customer about product
- Cross selling of products and services to the customer
- Maintain good relationship with customer
- Achieve targets
Accountant - APEX PVT LTD
(2013-09 - 2021-01)
- Responses to handle cash
- Patty cash handle
- Also prepair other report like stock, sale etc. as per H.O
- Maintain staff attendance & leave detail
- Manage daily operations
- Analyze sales finance and other report to gain insights into how to improve performance and maximize growth
- Prepair daily sales report
- E-way bill
- Worked in cash and bank reconciliation
