Suman Gwalani
HAMBURG
Summary
Seeking a challenging career with Banking industries and MNC. A highly organized and smart working individual looking for a responsible position to gain practical experience.To make use of interpersonal skills to achieve goals of a company that focuses on customer satisfaction and customer experiences.
Overview
10
10
years of professional experience
1
1
Certification
Work History
OPERATION HEAD (MANAGER)
HDFC BANK LTD
2024.02 - 2024.07
RELATIONSHIP MANAGER (MANAGER)
AXIS BANK LTD
2022.07 - 2023.04
- Developed and implemented a customer relationship management (CRM) system that improved customer segmentation and targeting
- Maintained a positive and productive relationship with the client, resulting in consistently high customer satisfaction ratings
- Used customer relationship management (CRM) systems to accurately track and manage customer data
- Established a network of long-term customers through relationship-building tactics, resulting in a 75% increase in average order size
- Understanding customer needs and gey them cover in life insurance.
BDA (MANAGER)
HDFC BANK LTD
2020.07 - 2022.04
- Responsible for enforcing adherence to set standards of the bank and ensuring regulatory (internal and external) compliance, including interaction with internal and statutory auditors
- Client relationship management and customer services related to retail banking operations at bank
TELLER AUTHORISER (DEPUTY MANAGER)
HDFC BANK LTD
2018.11 - 2020.06
- Reviewing and monitoring the profile of the customers to prevent any kind of forgery
- Ensuring preparation of different reports as per the laid down process
- Ensuring to meet TAT defined for each transactions
- Identifying high transaction/unprofitable accounts
- Responsible for FOREX transaction like inward and outward foreign remittance
TELLER (ASSISTANT MANAGER)
HDFC BANK LTD
2017.07 - 2018.10
- Responsible for cash transaction to customer including all non-financial transaction
- Responsible for cash remittance to Chest branches
PB-WD (ASSISTANT MANAGER)
HDFC BANK LTD
2015.11 - 2017.07
- Achieved sales goals consistently over a period of 8 months, resulting in a promotion to sales manager
WELCOME DESK (PROBATIONARY OFFICER)
HDFC BANK LTD
2014.10 - 2015.10
- Trained new employees on front-desk operations and procedures
- Managed the front desk operations, ensuring that all inquiries were addressed in a timely and efficient manner and monitored and maintained the lobby area
- Created and maintained front-desk procedures and other documents
- Maintained a clean and organized front desk area
PB-WD (PROBATIONARY OFFICER)
HDFC BANK LTD
2014.07 - 2014.10
- Greeting customers in a friendly and professional manner
- Utilized sales techniques and strategies to build customer relationships and close sales, resulting in fewer mistakes and improved customer services
- Providing services to portfolio customers and selling products for their benefits from time to time
Education
BBA -
RANI DURGAWATI VISHWAVIDHYALAYA
01.2013
MBA - (EXECUTIVE)
NARSEE MONJEE INSTITUTE OF MANAGEMENT STUDIES
12.2023
Skills
- Excellent Customer Service Skills
- Teamwork Skills
- Financial Planning
- Knowledge of Banking Software
- Customer relationship management
- Operations management
- MS office
- Data analysis
- FLUENT IN local language
- Marketing
- Product management
Accomplishments
- Won best PB-WD 2015-2016
- Won best teller 2016-2017
- Won best teller authoriser 2019-2020
- Won best BDA 2020-2021
- Won best RM of the year 2022
Personal Information
- Title: Banker
- Date of Birth: 10/30/91
- Nationality: INDIAN
- Driving License: MP21N-2011-0014882
Hobbies and Interests
- Sketching
- Travelling
- Gyming
Certification
Microsoft Fundamentals.
Excel Basics for Data Analysis.
AMFI.
IRDA.
Languages
English
Advanced (C1)
Hindi
Advanced (C1)
Timeline
OPERATION HEAD (MANAGER)
HDFC BANK LTD
2024.02 - 2024.07
RELATIONSHIP MANAGER (MANAGER)
AXIS BANK LTD
2022.07 - 2023.04
BDA (MANAGER)
HDFC BANK LTD
2020.07 - 2022.04
TELLER AUTHORISER (DEPUTY MANAGER)
HDFC BANK LTD
2018.11 - 2020.06
TELLER (ASSISTANT MANAGER)
HDFC BANK LTD
2017.07 - 2018.10
PB-WD (ASSISTANT MANAGER)
HDFC BANK LTD
2015.11 - 2017.07
WELCOME DESK (PROBATIONARY OFFICER)
HDFC BANK LTD
2014.10 - 2015.10
PB-WD (PROBATIONARY OFFICER)
HDFC BANK LTD
2014.07 - 2014.10
MBA - (EXECUTIVE)
NARSEE MONJEE INSTITUTE OF MANAGEMENT STUDIES
BBA -
RANI DURGAWATI VISHWAVIDHYALAYA