Kiran

KIRAN 77, Kailash puri Bikaner, (Rajasthan) 334001 OBJECTIVE E-mail id-Mobile no: - ____ To join an interactive organization that offers me a constructive workplace for communicating and interacting with customers and people. WORK EXPERIENCE__________________________________________________________________________ • COMPANY: HDFC BANK DURATION: Sep 2018- Mar 2020 DESIGNATION: Assistant Manager  COMPANY: Max Life Insurance DURATION: Sep 2021- Mar 2022 DESIGNATION: Associate Agency Development Manager  COMPANY: Max Life Insurance DURATION: April 2022- Till Date DESIGNATION: Agency Development Manager RESPONSIBILITIES______________________________________________________________________ • Operations • • • • • • • • • Processed daily client transactions, including deposits, withdrawals, money transfers, loan payments etc. Maintain an adequate cash drawer at all times; this includes buying and selling currency from the vault as necessary. Accurately maintained records of each transactions and ensured all documentations and paperwork was in place. Responsible for inputting NEFT,RTGS, fund transfers, booking & cancellation & liquidation of FD,RD, DD,MC, maintaining cheque returns. Custodian for Vault, Teller box, ATM and cheque drop box. Responsible for identification of counterfeit notes and ensure adherence of process laid down by bank. Inspect every cheque and fund transfer to ensure they were accurately recorded. Oversaw ATM balances, refilled cash as needed, and ensured the system was in good working order. Customer Service • • • • • Assisted clients with various questions and concerns related to their accounts and bank products. Maintained the highest level of customer service and interactions. Avoided breaches of confidentiality and misuse of information by adhering to company's guidelines for financial data and customer information. Resolving query/complaint of the clients in prescribed TAT Expert in people management. • Customer issue handling & Loyalty.  Sales • • Obtain referrals from walk in customers for current account, saving account and other banking products. Promoted bank products and services to every caller which results in exceeding bank sales goals. Achieved monthly targets and increased the volume every month. Supporting the bank sales team by identifying customer needs and then promoting current offers to them. Appreciative emails from CH & ZH for achieving drive targets for SA, LI, MF, FD, RD ETC. • At Max Life Insurance • Identify potential Financial Consultants (Insurance Agents) based on agreed profiles and ensure recruitment in accordance with the business plan. • Train and motivate advisors to provide a better understanding of market/products. • Monitor and review agent’s performance. Help them achieve maximum business. • Meet customer on a regular basis for achieving standards. • Set targets for Advisors, review their performance & consistently raise them. • Conduct weekly performance review (PRP) with agents & update Sales. • • • ACHIEVEMENTS • Won Star Service Excellence Award for every consecutive month in HDFC BANK. • Topper of Marketing and Finance in PGDM Batch (2016-18). • Research paper got published on Demonetization and Cashless Payments in India. • Elected as Chair of Decoration Committee in PGDM Batch-. • Award for Excellence as a coordinator for coordinating various student activities at the campus. • Got Fast-track promotion with Max Life Insurance. • Won 6 Annual Awards with Max Life Insurance. • CERTIFICATIONS • IRDA- Corporate Agent • Online Course done from MACQUARIE GRADUATE SCHOOL MANAGEMENT on Leadership: Identify, Influence and Power. • Online Course done from SYDNEY on Financial Planning. TECHNICAL KNOWLEGDE • MS Excel, MS WORD, MS POWERPOINT, Google Docs OF ACADEMIC QUALIFICATION Passing Yr Degree University / Board 2018 Post Graduate Diploma in Marketing & Finance Jaipuria Institute of Management, Jaipur 2016 Bachelor of Commerce S.S. Jain P.G. Mahila Mahavidyalaya (Rajasthan University) 2013 Intermediate (10+2) Nosegay Public School, (CBSE Board ) 2011 High School (10th) D A V Public School, (CBSE Board ) PROJECTS • Have done the project (Critical Study on the Behavioural aspects of Personal loan) during internship at HDB Financial Services, Jaipur. • Undertook a study to understand the buying behaviour of customers at Lifestyle of Landmark Group. KEY SKILLS AND COMPETENCIES • Banking • Familiar with all bank products and services. • Skilled at receiving and processing banking transactions. • Maintaining confidentiality when handling customer requests and transactions. • Ability to create rapport with customers. • Personal • • • • • Ability to work quickly and accurately. Analyzing information and making decisions. Excellent verbal and written communication. A team player and work well with others. Strong Leadership Skills. PERSONAL DETAILS Date of Birth: Languages proficiency: Nationality: Gender: Hobbies: 10th Oct, 1995 English & Hindi Indian Female Crafting, Sketching, Reading books I declare that the above mentioned information is true and correct to the best of my knowledge. Date: 17/03/2021 Place: Bikaner (Kiran)