Akriti Thakur
Branch Relationship Officer
Shimla
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals in financial operations. Proven track record of successfully managing financial tasks and contributing to team success through hard work..
Overview
2
2
years of professional experience
5
5
years of post-secondary education
Work History
Assistant Manager (Cashier)
Axis Bank
2024.05 - Current
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Resolve cash tills when closing, ensuring the money matches the report.
- Executed customer transactions, including deposits, withdrawals, money orders, and cheques.
- Communicate with customers and address any problems if customer may have
- Developed strong working relationships with staff, fostering a positive work environment.
- Collaborated with the management team to develop strategic plans for business growth and improvement.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
Finance Advisor
Seerat Migration
2022.10 - 2023.12
- Conduct financial assessments and develop personalized financial plans for clients
- Monitor and review clients financial situations regularly and make necessary adjustments
- Provide ongoing financial education and guidance to clients
- Represented Seerat Migration in Australian Fair
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize, and diversify portfolio.
- Reduced expenses for clients by identifying cost-saving opportunities within their current plans or recommending alternative options that better align with their needs.
- Improved client financial strategies by conducting comprehensive assessments and identifying areas for growth.
- Mentored junior team members in best practices for financial advising, contributing to overall team success and development of new talent.
Education
Master of Arts -
Himachal Pradesh University (HPU)
Shimla 2018.05 - 2020.05
Bachelors In Arts -
St. Bedes College
Shimla 2014.04 - 2017.05
HPBOSE
Shimla 2014.04 -
Skills
Creativity
Management skills
Analytical And Problem Solving Skills
Friendly, Positive Attitude
Teamwork and Collaboration
Customer Service
Languages
English
Hindi
Trainings
PGDCA (NIELIT)
Timestamp: 01/2018- 12/2018
The PGDCA course lasts one year and focuses on advanced theoretical and developmental knowledge of computer science and computer. Applications in the field of information technology for students of all backgrounds
Nursery Teacher Training (NTT)
Timestamp: 01/2019-01/2021
Interests
Reading
Traveling
Photography & Blogging
Timeline
Assistant Manager (Cashier)
Axis Bank
2024.05 - Current
Finance Advisor
Seerat Migration
2022.10 - 2023.12
Master of Arts -
Himachal Pradesh University (HPU)
2018.05 - 2020.05
HPBOSE
2014.04 -
Bachelors In Arts -
St. Bedes College
2014.04 - 2017.05