Post Job Free

Resume

Sign in

Personal Banker Account

Location:
Mumbai, Maharashtra, India
Posted:
June 28, 2021

Contact this candidate

Resume:

Divya Pamnani

Work Experience

Personal Banker - Welcome Desk - HDFC Bank (Since Feb -2019 - March 2020) an

organization offers

* English

* Hindi

* Sindhi

Languages NISM V-A (Mutual Fund Distributors)

NISM X-A (Investment Advisor) (Level 1)

NISM VI (Depository Operations)

Certifications

*Mob - 966-***-****

*Mail -

adnesb@r.postjobfree.com

*Kalyan

Contact Info

*Documentation

Keeping files, registers, log books and other

documents up to date which are required

for audit and other purposes.

*Liasoning

Handling and resolving audit queries

relating to branch operations, account

opening, customer requests, etc.

Audit

*Responding to data requirements and

queries from other government and legal

departments.

*Assisting seniors and managers in

drafting response letters to various legal

and regulatory authorities.

Legal and regulatory matters

* Flexcube

* Word

* Excel

* Powerpoint

Computers

*PGDBM - 2018 (82%)

*M.Com - 2016 (63%)

*B. Com - 2014 (78%)

*HSC - 2011 (60%)

*SSC - 2009 (70%)

Education

*Expanding Existing Portfolio

Persuading existing customers to expand

their portfolio i.e. invest in fixed deposits,

hybrid insurance schemes, etc. and

informing them about various loan and

credit facilities provided by the bank.

*Sale Strategies for New Portfolios

Working with seniors and managers to

learn new products and sales techniques

to attract potential customers.

Portfolio Expansion (Sales)

*Service to Existing Customers

Post account opening services like pass

book updation, balance confirmations,

FD Renewals, issuing service kits, debit

card requests, credit card requests,

account regularization, demat account

request, account information requests,

Customer complaints, etc

*New HNI Accounts

Assisting HNI's in opening new bank

accounts (documentation and

processing) and catering to their various

requirements.

Personal Banking



Contact this candidate