Management Trainee
HDFC Bank
Total years of experience :1 years, 2 Months
Opened new customer accounts, including verification, savings and lines of credit.
Managed opening and closing times for the main branch.
Processed sales referrals and promoted bank services and products, resulting in branch sales increase
Balanced daily cash deposits and bank vault inventory with a zero error rate.
Processed cash withdrawals.
Adhered to HDFC security and audit procedures.
Researched and resolved customer issues on personal savings and lines of credit accounts.
Maintained confidentiality of bank records and client information.
Client-focused Insurance Sales Agent successful at developing leads and analyzing market trends to increase revenue and meet sales goals.
Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage.
Called number of warm leads each week to expand client base.
Prepared necessary paperwork to process insurance sales and renewals.
Pursued educational and training programs to continue professional development.
Presented and clearly explained insurance policy options to clients based on their needs and goals
Researched coverage and premium options and supplied clients with the best coverage available.
Promoted client retention through high-quality service.
Academic Credential(s)