Vikash Agrawal

Results-driven Banking and Customer Relationship professional with over 2 years of experience in retail banking, financial services, and client portfolio management. Skilled in transaction processing, customer engagement, sales growth, and operational efficiency. Adept at using digital tools including Canva for designing professional presentations, marketing creatives, and social media content. Strong analytical mindset with commitment to compliance, service excellence, and business growth.

Teller - HDFC Bank - Dharamjaygarh

(2023-11 - 2025-04)

• Handled high-volume daily financial transactions including deposits, withdrawals, remittances, and loan repayments with strong accuracy.
• Delivered excellent customer service by resolving queries and recommending suitable banking products.
• Maintained cash balancing and end-of-day settlement compliance with minimal discrepancies.
• Supported branch operations and contributed to smooth workflow efficiency.

Relationship Manager - IIFL Securities - Raipur

(2022 - 2023)

• Increased sales performance by 20% through targeted cross-selling and upselling strategies.
• Improved customer retention by 15% via personalized relationship management.
• Managed key client portfolios and consistently exceeded revenue targets.
• Conducted client education sessions on investment products and services.

Bachelor of Commerce - Commerce - Pt. Ravi Shankar Shukla University (2021)

Higher Secondary - OP Jindal School (2019)

Secondary - OP Jindal School (2017)