- Provide exceptional customer service to clients by addressing inquiries, processing transactions, and resolving any issues promptly and accurately.
- Efficiently handle cash deposits, withdrawals, and cheque encashment while ensuring strict adherence to banking policies and procedures.
- Process various financial transactions, including fund transfers, demand drafts, and currency exchange, maintaining accuracy and confidentiality at all times.
- Collaborate closely with team members to achieve branch sales targets and actively promote banking products and services to customers.
- Regularly update knowledge of banking products, services, and industry regulations to provide up-to-date information and support to customers.
Bro Team Member, Axis Bank (Month Year - Month Year)
- Worked as a part of the Bro Team, assisting customers with investment and wealth management services, such as mutual funds, insurance, and fixed deposits.
- Conducted financial needs analysis to identify suitable investment opportunities based on clients' risk tolerance, financial goals, and investment horizon.
- Collaborated with Relationship Managers and other team members to create personalized investment strategies for clients.
- Assisted in organizing and conducting financial education seminars for customers, contributing to enhancing financial literacy and awareness.
- Ensured compliance with regulatory requirements and internal policies while facilitating investment-related processes.
During my tenure at Axis Bank, I have gained valuable experience in both the Teller role and as a member of the Bro Team. My dedication to delivering exceptional service and maintaining a thorough understanding of banking products and investment options has allowed me to contribute effectively to the bank's success and build lasting relationships with customers.