POOJA BHANUSHALI
17 VOGEL LANE,AUK
Summary
A seasoned banking professional with over 12 years of experience in business operations, client management and talent acquisition. Familiar with bank regulations, financial best practices and effective sales strategies. Builds productive relationships to drive business success.
Overview
12
12
years of professional experience
Work History
Sr Manager
ICICI LOMBARD
01.2021 - 03.2023
- Managed HDFC bank’s Tele sales Channel (VST & VRM )
- Provided strong leadership to enhance team productivity and morale.
- Boosted team member productivity by enhancing performance monitoring and instituting motivational approaches.
- Generating Health Insurance Business from 260 Relationship managers
- Conducted orientation sessions and organized on-the-job training for new hires.
- Held monthly meetings to create business plans and workshops to drive successful business.
- Recommended and implemented successful strategies to maximize revenue.
- Prepared and distributed manuals, handouts and online tutorials to provide employees with training materials and resources.
- Responded to customer inquiries regarding health insurance coverage and policies to assist with informed decision-making.
- Monitored changes in health insurance laws and regulations to verify continuous compliance.
Manager
HDFC BANK
09.2018 - 12.2020
- Handling team of Branch Relationship Managers
- Driving for Business and Generating revenue from team and meeting targets from products like Casa, Life insurance,General insurance, Sip, Mutual funds, Demat account,Loans.
- Coordinated with various divisions and departments in servicing of routine banking transactions.
- Extended and sustained relationships with customers to maintain and grow business.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Business Banking Relationship Manager
KOTAK MAHINDRA BANK LTD
12.2015 - 09.2018
- Responsible for managing and enhancing High Net worth Individuals CASA base of the branch, managing a book size of 375Cr.
- Achieving Business targets assigned in terms of cross selling multi-products across Mutual funds,Life insurance, General insurance,Assets
- Profiling customers and providing financial products to meet client's expectations and needs.
- Met with clients, delivering presentations, and educating on product and service features and offerings.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
Branch Operations Manager
IndusInd Bank
02.2013 - 11.2015
- Maintained friendly and professional customer interactions.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Reconciled cash drawer and resolved discrepancies.
- Educated customers on use of banking website and mobile apps.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Sold and cross-sold bank products to new and existing customers.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
Officer
AXIS SECURITIES
02.2011 - 01.2013
- Answered phone with friendly greeting to create positive inbound calling experience for customers.
- Resolved complaints to satisfy customers and encourage future transactions.
- Responded to customer calls and emails to answer questions about products and services.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Adhered to company policies and scripts to consistently achieve call-time and quality standards.
- Resolved concerns with products or services to help with retention and drive sales.
Education
M.COM -
Mumbai University
2012
B.COM - undefined
R.A.D.A.V College, BBI
2011
HSC Mumbai - undefined
SNDT College
2008
undefined
Bosco High School ssc
2006
Skills
- Knowledge of Mutual funds & Equity & Derivatives
- Cleared Mutual funds NISM series (V)
- Deals with Equity & Derivative (F&O)
- CFP (certified Financial Planner
- Client Relationship Management
- KYC
- AML
- Effective Team leader
Timeline
Sr Manager
ICICI LOMBARD
01.2021 - 03.2023
Manager
HDFC BANK
09.2018 - 12.2020
Business Banking Relationship Manager
KOTAK MAHINDRA BANK LTD
12.2015 - 09.2018
Branch Operations Manager
IndusInd Bank
02.2013 - 11.2015
Officer
AXIS SECURITIES
02.2011 - 01.2013
M.COM -
Mumbai University
B.COM - undefined
R.A.D.A.V College, BBI
HSC Mumbai - undefined
SNDT College
undefined
Bosco High School ssc
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