Relationship Banker Customer Engagement

YASHI KHARE

*** ****** **, *** *********, CA ****5

+1-415-***-**** ️ **********.**@*****.*** linkedin.com/in/yashikhare

PROFESSIONAL SUMMARY

Friendly, detail-oriented professional with several years of experience in client interaction, operational accuracy, and strong background in finance. Skilled in processing financial data, supporting digital tools, and identifying customer needs to guide them to the right solutions. Strong ability to work in team-based environments, follow compliance protocols, and manage tasks independently under pressure. Understands the needs of the customers and consistently delivers according to expectations. Ability to assist customers with basic requests related to opening new accounts, completing service requests, and submitting applications

CORE SKILLS

Knowledgeable about appropriate bank products and banking services

Skilled in matching clients with suitable products and solutions

Strong customer service focus, especially in handling complex transactions across multiple systems

Risk & Compliance Awareness

Cash Flow & Financial Record Management

Digital Tools: MS Office, Google Workspace, Zoom

Proven ability in sourcing, acquiring, and maintaining customer relationships

Understanding and following policies, procedures, and regulations

PROFESSIONAL EXPERIENCE

Faculty & Course Coordinator

Christ University – Bangalore, India 2018 – 2023

Served as the first point of contact for students and academic stakeholders — building rapport and addressing diverse needs of students. Assisted with requests related to admissions, service requests, and counselling.

Created course plans and trained 100s of students in financial literacy, banking, corporate laws, audit and tax.

Ensured policy compliance, document management, and smooth scheduling in a detail-oriented environment.

Demonstrated high quality service delivery experience – consistently rated 4.7+ (out of 5).

EDUCATION & CERTIFICATIONS

MBA in Finance – GITAM University, Bangalore, India

Bachelor’s degree in Accounting, Audit & Taxation – Symbiosis College of Arts & Commerce, Pune, India

LANGUAGES

Fluent in English, Fluent in Hindi

Contact this candidate