ITI SAHU
West Chester,OH
Summary
Seasoned Banker with 6+ years of experience in finance industry. Extensive record of success in driving sales for various bank products and successfully increasing overall branch revenue. Leveraging strong relations and critical thinking skills to effectively assess customers’ needs and preferring solutions and recommending appropriate bank services, resulting in increased sales.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Branch Banker
PNC Bank
Cincinnati, OH
09.2022 - Current
- Conducted financial reviews for existing customers to identify additional products or services that could benefit them.
- Verified customer identification documents in compliance with Bank Secrecy Act regulations.
- Created financial management mechanisms to minimize financial risk to business.
- Manage customer bank accounts and oversee transactions
- Build long-term relationships with customers to understand their financial needs while providing suggestions regarding products and services
- Help customers bank more efficiently using web, mobile, and ATM banking
- Collaborate with partners to help customers with more complex financial needs
- Go the “extra mile” to build trust relationships, customer loyalty and satisfaction
- Manage risk in every transaction and detect fraudulent transactions to prevent losses
- Resolve customers’ issues and provide relevant information
Relationship Manager
Tata AIG
PUNE, Maharashtra
04.2020 - 01.2021
- TATA AIG General Insurance Company Limited:-(KPG - Tata Capital (B2))
- Manage branch of Tata capital housing and Hero housing Pune.
- Track all the Housing Loan files and pitch GCS/Indiafire to all the customers with the help of channel partner team.
- Cross Sell Health products to the customers through Channel partner.
- Maintaining relationship with all the team members of channel partner to increase attachment business.
Business Development Manager
Bharti Axa General Insurance(BANCCA CHANNEL)
Pune, Maharashtra
11.2018 - 02.2020
- Business executive Building a strong Relationship with bank employee
- Ability to understand customer needs and explain about different insurance products.
- Train the bank employee members effectively on daily basis in morning huddle
- Report to the manager at the end of the day & Maintain reports on daily basis
- Provide quotation on time to RM and customer.
- Assisted Clients in areas of insurances claims and Ensured the claims are paid on time.
- Motivated and encouraged the team to reach the insurances company's sales goals
Senior Agency Manager
Aditya Birla Group
Pune, Maharashtra
09.2017 - 10.2018
- Making new agents
- Assigned the tasks of compiling reports and discussing strategies to meet and exceed sales objectives
- Responsible for updating daily activities .
- Handled the responsibilities of explaining new products and services to the team members(agent)
- Ensured that the agents follow company policies and adhere to the state and federal insurance regulations
- Motivated and encouraged the team to reach the insurance company's sales goals
- To make necessary changes in insurance programs to suit individual customers that covers a variety of risks.
Education
Master of Business Administration - Dual specialization in (Finance and International business).
Bharati Vidyapeeth Deemed University
Bachelor of Commerce -
Dr. HarisinghGour University sagar
COMMERCE -
KENDRIYA VIDYALAYA BINA
Skills
- Customer service
- Microsoft excel
- Microsoft word
- Leadership
- Documentation review
- Time management
- Teller Support
- Branch Operations
- Customer Relationship Management
- Cash Balancing
- Banking Regulations
- Financial Reporting
- Proactive and Focused
- Operational Reporting
- Prioritizing and Planning
- Goal Setting
- Relationship Building
- Financial Resource Management
- Team Building Leadership
- Work Planning
- Customer Service
- Data Analysis
- Risk Assessment
- Strategy Development
- Decision-Making
- Sales Support
- Willing to Learn
- Business Relationship Management
- Financial Analysis and Planning
Certification
- Excel Essential Training (Office 365/Microsoft 365)
- Implementing Supply Chain Management
- Finance for Non-Financial Managers
- Supply Chain and Operations
Languages
- English
- Hindi
Hobbies and Interests
- Dancing
- Listening Soft Music
- Hiking
Disclaimer
I hereby declare that the particulars written above are true to the best of my knowledge and belief.
Languages
English
Full Professional
Hindi
Full Professional
Websites
Timeline
Branch Banker
PNC Bank
09.2022 - Current
Relationship Manager
Tata AIG
04.2020 - 01.2021
Business Development Manager
Bharti Axa General Insurance(BANCCA CHANNEL)
11.2018 - 02.2020
Senior Agency Manager
Aditya Birla Group
09.2017 - 10.2018
Master of Business Administration - Dual specialization in (Finance and International business).
Bharati Vidyapeeth Deemed University
Bachelor of Commerce -
Dr. HarisinghGour University sagar
COMMERCE -
KENDRIYA VIDYALAYA BINA
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