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Personal Banker Resume Sample, Experience : 5 years

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Name of the Candidate:[Private]
Name of the Post Applied:Personal Banker
Job related skills / software:Sales of various Credit Cards, Managing Classic Portfolio, Customer Services, Updatioin of LTS for the asset leads generated.
Category:Sales, Marketing
Sub Category:Sales Executive / Manager / Officer / Engineer
Years of Experience:5 years
State:Maharashtra
Gender:Male
Salary Expected per Month(Rs):Negotiable
Highest Qualification attained:M.B.A. / MBA : Master of Business Administration
Major / Specialization:Marketing and Finance
Email Id:[Private]
 
Are you looking for job now?:No
Can the recruiter contact you?:No
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CAREER OBJECTIVE  :
To be at a senior managerial position in a value driven organization

EXPERIENCE :
National Collateral Management Services Limited
Branch- Latur
Job Name- Business Development Executive
From-5th October 2009 onwards
Responsibility areas in National Collateral Management Services Limited
Identification of new customers & generating business from them.
Handled the tasks of Warehouse Receipt Finance
Daily interaction with market network (Banks) & developing the same
Creating product awareness among the customers and getting feedback on market situations and commercial situations

ING VYSYA FINANCIAL SERVICES LTD :
Branch- Nagpur
Job Name- Business Executive
From-1st January 2009 to 30th September
Responsibility areas in National Collateral Management Services Limited
Sales :
Handled the tasks of opening new saving accounts and current accounts.
Sales of Third Party Products (MF, Insurance, etc)
Increased business through networking and building new client relationships

HDFC Bank Ltd :
Branch- Ichalkaranji (Kolhapur)
Job Name- Personal Banker
Position- PB Sales
From-2nd May 2008 to Oct 2008

RESPONSIBILITY AREAS IN HDFC BANK :
Sales :
Ensure quality new acquisition on SA and CA for Resident/ Non resident.
Penetration of FD to unique customers
Sales of various Credit Cards
Sales of Third party Products (MF, Insurance, etc) to the customers.
Managing Classic Portfolio :
Ensure that individual customers are grouped and Customer To Group (CTG) Ratio is maintained on the portfolio.
Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached
Enhance values within each customer groups
Customer Services :
Ensure quality customer service is delivered
Recording complaints as per the specified process
Promoting all direct banking channels and ensuring that the customer is utilizing the same.
Attrition control of customer
Operations :
Ensure certification of documentation required for opening and maintaining customer account
Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc)
Submission of daily e-schedule indicating the third party sales done.
Updatioin of LTS for the asset leads generated.

EDUCATION QUALIFICATION  :
MBA with Specializing in Marketing and Finance from ICFAI NATIONAL COLLEGE, NAGPUR (2006-2008)
Bachelor of Commerce from Nagpur University in (2003-2006)

TRAINING  :
Channel- Migration at Retail branch for ICICI Bank, Nagpur
Duration  : 3 months (Dec-2006 to Feb 2007)

SUMMER INTERNSHIP PROGRAM  :
Name of the company  : Superior Drinks Pvt Ltd, Nagpur (Authorized Bottler of Coca Cola India)
Period  : 4 Months
Position  : Marketing Executive
Business Generated  : Rs 3, 86,711
Achievements  : Pre-Placement Offer from Superior Drinks Pvt Ltd, Post-Sales Officer
Learning  : Learnt the advantage of working in teams and timely delivery
Management Thesis  : To study SWOT analysis of the Distribution of Maaza Tetra pack in Nagpur city

PROJECTS UNDERTAKEN :
1) Study of Customer Relationship Management at ICICI Bank Ltd, Nagpur.
2) Study of Customer Relationship Management at Big Bazaar
3) Conducted survey of corporate expectations from students at entry level job
4) Investment awareness amongst Nagpurian’s (sample size 500 )
5) Conduct interview of achiever (Red.
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AWARDS AND HONOURS :
1) Appreciated by Cluster Head for higher IP of saving Max A/c (8 Lacs).
2) Got Best performance award from Superior Drinks Pvt Ltd
3) Finalized the deal of Haldiram’s chain of outlets, Nagpur to Coca Cola India
4) Organized Teachers Day Function at ICFAI National College, Nagpur.
5) Won 2nd prize in patriotic group song at school level.

PERSONAL INFORMATION :
Language known  : English, Hindi, Marathi and Malayalam
Marital status  : Married
Nationality  : Indian

DATE :
PLACE :

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