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Customer Service Manager

Rajkot, Gujarat, India
November 03, 2019

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Tirupatinagar */A Opposite post office

Rajkot-7, Gujarat

Contact No.: 997-***-****


To attain challenging and progressive position in an organization where the Combination of my Knowledge, skills and creative thinking which help to achieve the Company’s goal.

A result driven Professional with more than 7 Years of Experience. Presently associate with AXIS BANK LTD as Branch Operation Manager Hands on experience in working with various banking Software such as Finone, Finacle and LOS etc. Possess good communication and organizational skill.

Company 1 AXIS BANK LTD. FROM Sep 20 2018 to till date

Currently looking after disbursement of Business loan and Working Capital for saurashtra and Kutchchh region

Monitoring daily activity of CPC Staff for Disbursement

Maintaining Different MIS and giving report to senior Management

Monitoring Drawing power of Customer by updating Stock statement and performing other housekeeping activities like Insurance updation and call memo updation

Company 2 HDFC BANK LTD. FROM Dec 15 2014 to Sep 12 2018

Currently looking after of Business Banking Operation Department – Execution and verification of loan agreement documents and ensuring strict legal compliance

Validate each document submitted at the operation department including property papers for vaulting and handling property papers release after closer of accounts

Maintaining MIS and registers at daily basis, notifying and rectifying errors while performing back office activities.

Completion of various projects duly assigned within Target date with 100% accuracy.

Visiting to client for execution of loan agreement as per sanction terms and Conditions.

Managing vendor related activities like timely process of payments and resolving other vendor related issues.

Performing audit activities by surprise visit to other spoke location

Company 3,ICICI BANK LTD. From March 2012 to Nov 30 2014

As Customer Service Officer

Handling entire Processes related to Operation for last two years.

Overseeing Asset Desk activity like Loan Statement, Loan NOC, Customers Query related to loan and various other operation queries.

Overseeing a gamut of operation activities like Cash Receipt/Payment, Cheque Transfer, Revalidation DD-PO, Billing, branch profitability RTGS-NEFT etc.

Effectively Handle HNI and Privilege Clients.

Generating New Business via cross-selling & enhancing existing Customer service there by contributing Branch Profitability and High Quality Customer Relationship management

Company 4, Campaign Ads, From April 2008 to June 2009

As a Team Leader

Actively Engaged in Conducting Promotional Events.

Handle responsibilities of developing and implementing marketing strategies to achieve maximum revenue potential

Coordinate with customers to identify their requirements of products and services

Motivating the team to achieve high standards and targets.

Dealing with and resolving problems and issues which arise.

Monitoring & reporting on standards & performance targets.

Got Silver Star Award in HDFC BANK

Branch stood 9th Rank in Audit Rating and Process in Pan India.

Got 7 Star Audit Rating during 2012-2013, contributing mainly for increasing the rating from the previous audit rating.

Got 5 Star Audit Rating during 2012-2013 & 2013-2014

Got Certificate for Winning Contest in I-Direct.

Got Certificate for winning Contest in I-Prudential.

Got Certificated from ED for BEST OF WEST Contest.

Got silver star award in HDFC BANK

2012 PG Diploma in Banking & Operation with First class.

2011 Master Of Business Management & Administration With First Class.

2009 PG diploma in Business Administration with Fist Class.

2008 From Christ College Saurashtra University with Second Class.


Web Designing

NCFM Financial Beginners module.

IRDA Insurance Regulatory Development Authority Exam.

Playing Guitar

Playing Keyboard

Playing Cricket

Name : Jatan Trivedi

Date of Birth : 24th December 1987

Gender : Male

Nationality : Indian

Languages known : English, Hindi, Gujarati.

I confirm that the information provided by me is true to the best of my knowledge and belief.





Employment CHRONICLE

Professional Achievement







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