SG
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Sandeepkumar Gupta

Remarkable experience in the financial industry. Profound knowledge of brokerage accounts, products, and services. Wide knowledge of general finance concepts Thorough knowledge of investment and insurance products. Ability to manage confidential information. Ability to build relationships and retain clients. Superior computer skills and the capability to type 30 WPM.

Key Skills

Customer Relationship Management
Financial Goals
Answering Customer Questions
Customer Service

Professional Experience

Apr 2014
Present
Branch Operations Officer
Punjab and Maharashtra Co operative Bank Ltd Thane, IN
  • Work in Finacle Banking Software
  •  Expected to provide best in class service by providing exceptional service and building long-lasting relationships with High-Value Clients.
  • Looking for opportunities to provide full service (Knowing the client, informing them of products which make sense for them).
  • Knowledge of all Internal, External and Concurrent Audit Compliance processing.
  • Knowledge of KYC/AML processing.
  • Knowledge of Teller work.
  • Knowledge of CDM (Cash Deposit Machine)and ATM Transaction processing.

Education

Sep 2016
Oct 2017
PGDMA in Banking Insurance and Investment in Welingker Institute
University of Mumbai
Jul 2011
Mar 2013
Bachelor’s Degree In Banking and Insurance in K.M.Patel College
University of Mumbai

Certifications

2020
The Fundamental of Digital Marketing
Google Digital
2013
MS-CIT
Maharashtra Government
2020
TCSiON Communication Skills
Tata Consultancy services

Quote

If you want to live a happy life, tie it to a goal, not to people or things.

Albert Einstein

Hobbies & Interests

  • Cricket
  • Trekking
  • Biking

Languages

English
(Fluent)
Hindi
(Fluent)
Marathi
(Fluent)

Get in touch with Sandeepkumar