Service Delivery Long-Term

VISHAKHA BAKSHI

*** ******** ** **************, ** 40165

Tel: 502-***-**** ● Email: *********@*****.***

A highly motivated banking professional with over 9 years of experience in client servicing, relationship management, and financial product sales. Proven expertise in acquiring CASA relationships, cross-selling third-party products, and managing Forex transactions. Recognized for achieving performance excellence and fostering client relationships that drive revenue growth. Adept at working in dynamic environments while maintaining high standards of service delivery.

HIGHLIGHTS OF QUALIFICATIONS AND SKILLS

Skilled in building long-term client relationships and providing tailored banking solutions to exceed expectations.

Achieved consistent success in acquiring new CASA relationships and cross-selling financial products to meet targets.

Extensive knowledge of loans, CASA accounts, FD (fixed deposits), RD (recurring deposits), and foreign exchange transactions (TT, Forex card services).

Proficient in processing telegraphic transfers (TT) and handling Forex card transactions with precision.

Fluent in English and Hindi, with the ability to communicate effectively with diverse client bases.

Capable of efficiently managing multiple tasks while consistently meeting deadlines in a fast-paced environment.

Empathetic and service-oriented, adept at handling client inquiries and resolving issues.

Proficient in Microsoft Office, CRM tools, and banking software, quickly adapting to new technology.

Collaborative and communicative, fostering teamwork to achieve goals and enhance customer satisfaction.

Committed to staying updated with industry trends and financial products to better serve clients.

Nominated for the Silver Star Award and achieved success in sales contests for exemplary performance.

EDUCATION & CERTIFICATION

Punjab Technical University, India (2014)

Masters of computer application

Maharaja Ganga Singh University, Rajasthan, India (2011)

Bachelors of computer application

IRDA Certification: Expertise in Insurance Regulations and Sales

CCCA Course: Certificate in Computer Fundamentals (2006)

Proficient in MS Office (Word, Excel, PowerPoint)

PROFESSIONAL EXPERIENCE

Deputy Manager, ICICI Bank Ltd., India May 2019 – July 2024

Conduct detailed client profiling to understand financial needs and provide customized banking solutions.

Oversee welcome desk operations, ensuring excellent client servicing and issue resolution.

Promote and manage financial products including life and health insurance, CASA, fixed deposits (FD), recurring deposits (RD), and loans.

Build and deepen CASA relationships to strengthen the bank’s portfolio and revenue.

Execute Forex operations, including telegraphic transfers (TT) and Forex card reloading, ensuring compliance and accuracy.

Enhance revenue by cross-selling third-party financial products and nurturing long-term client relationships.

Assistant Manager, HDFC Bank Ltd., India September 2016 – April 2019

•Delivered exceptional client servicing by analyzing client profiles and offering personalized financial solutions.

•Managed front-desk operations, addressing client inquiries and ensuring smooth banking operations.

•Marketed and managed a wide range of financial products, including insurance, CASA, FD, RD, and loans.

•Strengthened CASA relationships by acquiring new clients and maintaining existing ones.

•Handled Forex transactions, ensuring efficiency and adherence to compliance requirements.

•Identified opportunities to cross-sell products, driving revenue and client satisfaction.

Customer Service Executive, IndusInd Bank, India January 2015 – August 2016

•Delivered personalized assistance to clients at the front desk, ensuring a seamless banking experience.

•Conducted detailed client profiling to recommend tailored financial products and services, including loans, investment options, and account solutions.

•Proactively identified and resolved customer concerns, enhancing client satisfaction and loyalty.

•Provided guidance on digital banking services, helping customers transition to online platforms.

•Coordinated with internal teams to expedite resolution of client requests and inquiries.

Executive (Customer Service Manager), Infotel Tower Infrastructure Pvt. Ltd., India

August 2013 – September 2014

•Ensured excellent customer service by promptly addressing client inquiries and resolving issues effectively.

•Managed front-desk operations, ensuring efficient communication between clients and internal departments.

•Maintained comprehensive client records to support tailored service delivery and foster long-term client relationships.

•Organized and conducted training sessions for front-desk staff to enhance service delivery standards.

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