Summary
Overview
Work History
Education
Skills
Accomplishments
Personal Information
Hobbies and Interests
Certification
Languages
Timeline
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Suman Gwalani

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
02.2024 - 07.2024

RELATIONSHIP MANAGER (MANAGER)

AXIS BANK LTD
07.2022 - 04.2023
  • 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
07.2020 - 04.2022
  • 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
11.2018 - 06.2020
  • 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
07.2017 - 10.2018
  • 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
11.2015 - 07.2017
  • Achieved sales goals consistently over a period of 8 months, resulting in a promotion to sales manager

WELCOME DESK (PROBATIONARY OFFICER)

HDFC BANK LTD
10.2014 - 10.2015
  • 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
07.2014 - 10.2014
  • 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
02.2024 - 07.2024

RELATIONSHIP MANAGER (MANAGER)

AXIS BANK LTD
07.2022 - 04.2023

BDA (MANAGER)

HDFC BANK LTD
07.2020 - 04.2022

TELLER AUTHORISER (DEPUTY MANAGER)

HDFC BANK LTD
11.2018 - 06.2020

TELLER (ASSISTANT MANAGER)

HDFC BANK LTD
07.2017 - 10.2018

PB-WD (ASSISTANT MANAGER)

HDFC BANK LTD
11.2015 - 07.2017

WELCOME DESK (PROBATIONARY OFFICER)

HDFC BANK LTD
10.2014 - 10.2015

PB-WD (PROBATIONARY OFFICER)

HDFC BANK LTD
07.2014 - 10.2014

MBA - (EXECUTIVE)

NARSEE MONJEE INSTITUTE OF MANAGEMENT STUDIES

BBA -

RANI DURGAWATI VISHWAVIDHYALAYA
Suman Gwalani