Monisha Bhargava

Email id: adn8a1@r.postjobfree.com

Ph. no: +919*********

Experience professional with 2 years of demonstrated expertise in Finance & Accounts, Reporting in Banking Sector. Looking for new opportunities which will help enhance my acquired skills in Finance and Accounting and to obtain a challenging position in the organization which utilizes my knowledge, interpersonal skills and abilities to offer me growth opportunities. The constant driving force is the urge to excel in whatever I set out to. ACADEMIC QUALIFICATIONS

MBA (Insurance and Banking)-Amity University (2019) BFIA- Amity University (2016)

12th CBSE / 2011-2013

PROFESSIONAL EXPERIENCE

KOTAK MAHINDRA BANK (February 2021 – May 2021)

Deputy Manager

• This vertical specializes in acquiring/sourcing/expanding and developing High net worth customer relationship for retail liabilities and commercial assets through external individual efforts or acquisition channels.

• Sales across all product segments like Insurance, Mutual Funds, Assets, Cards, Accounts and liability products.

• Ensure superior customer experience and deepening of the portfolio.

• Improve profitability by right product advocacy and leverage technology to deploy low cost digital mediums.

• Meet the defined objectives of the portfolios under Remote Banking program.

• Strictly ensure that internal control policies are adhered to. Ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations. AXIS BANK (June 2019- December2020)

Assistant Manager

• Handling Priority accounts portfolio of approx. 40 Cr of CASA and building relationships with the existing customers and increasing book size from adding new customers.

• Sales across all product segments like Insurance, Mutual Funds, Assets, Cards, Accounts and liability products.

• To provide relationship management services to priority customers through digital modes (Phone, email, chat, co-browsing, video calls)

• Effectively utilizes all applications, tools and databases used to process transparent end to- end client support.

• Ensure superior customer experience and deepening of the portfolio.

• Improve profitability by right product advocacy and leverage technology to deploy low cost digital mediums.

• Meet the defined objectives of the portfolios under Remote Banking program.

• Strictly ensure that internal control policies are adhered to. Ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations. AWARDS & ACHIEVEMENTS

Achievements

• Won certificate of appreciation for 1st highest business contribution in LI PAN INDIA for Financial Year 2020-2021

• Felicitated by Axis Digital business head for achieving 3rd highest business contribution in Lastst Quarter of Financial year 2019-20

• Won certificate of appreciation for 3rd highest business contribution in LI for Financial Year 2019-20

• Ovation for best performance for processing in the team.

• Complete assigned projects and assignments with desired timeline and quality with appreciation by manager for leading the team towards the set targets.

• Won spot ovations for handling different processes simultaneously in the absence of designated personnel.

• Winner of various dances competitions.

Certifications

• IRDA Licensed to sell Life insurance and General insurance products.

• NISM MFD Certified to sell mutual funds products and services.

• French language (Basic) Certified

ADDITIONAL INFORMATION

Software Packages • BANKING/FINANCE SOFTWARE: Finacle

• SOFTWARE PROFICIENCY: MS Windows- MS Office (Word, Excel and PowerPoint)

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