Summary
Overview
Work History
Education
Skills
Projects undertaken
Notes:
Timeline
Generic

Kinjal Bhakta

Cincinnati,United States

Summary

Solutions oriented professionals eager to apply recently completed accounting degrees towards launching a successful career with an organization that will capitalize on accounting, tax return preparation, administrative, leadership, and banking talents while offering opportunities for ongoing professional growth in exchange for a solid words ethic.

Overview

2
2
years of professional experience

Work History

Customer Service

The Surat District Co-Op. Bank Ltd.
06.2021 - 01.2023
  • Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment
  • Meets monthly new account production goals as assigned by upper management
  • Processes deposits and pays out funds in accordance with bank procedures, recording all transactions accurately and balancing each day's operations
  • Enters transactions into the computer and issues customer receipts
  • Receives cash and checks for deposit, verifies amounts, and looks for check endorsements
  • Examines cash carefully to guard against acceptance of counterfeit checks and identification
  • Sells and prepares money orders, cashier's checks, bank-to-bank wires, savings bonds, travelers' checks, and certificates of deposit
  • Processes Western Union wires and cash advances
  • Cross-sells bank services and products
  • Provides bank services to a diverse customer base
  • Performs other tasks as requested by supervisors as they relate to the bank and its functions.

Senior Sales Recruiter

NJ Investment
Surat, India
10.2022 - 12.2022
  • Participated in meetings with executive leadership teams to discuss current staffing needs in the sales organization
  • Prepared detailed reports summarizing current status of open positions within the sales division
  • Provided guidance and feedback to management regarding recruitment trends within the industry
  • Negotiated contracts with third party vendors providing services related to recruitment activities.

Education

Master Of Business Administration (M.B.A) -

Uka Tarsadia University
Gujarat, IND
05.2021

Bachelor of Business Administration (B.B.A) -

05.2019

Skills

  • Working knowledge of the banking sales industry
  • Networking and negotiation skills
  • Verbal, written, and interpersonal communication skills
  • Ability to multi-task and work efficiently and effectively to meet required deadlines
  • Ability to learn quickly and apply that knowledge
  • Ability to work in a team environment
  • Accountability
  • Banking
  • Client Loyalty
  • Customer Experience (CX)
  • Customer Service
  • Identifying Opportunities
  • Leveraging Technology
  • Proactive Sales
  • Proficient in Microsoft Office Suite (Excel, PowerPoint, Word, Access), Tally R Analysis

Projects undertaken

• A comparative study on various investment avenues with Mutual funds.

• A study on factors influencing investment in Mutual funds.

• A comparative study on Risk & Return analysis of selected stocks of the Indian stock market using CAPM Model.

Notes:

Authorised to work for any United State of America employer (US CITIZEN) | (Permanent Citizenship).

No Visa Sponsorship Required.

Timeline

Senior Sales Recruiter

NJ Investment
10.2022 - 12.2022

Customer Service

The Surat District Co-Op. Bank Ltd.
06.2021 - 01.2023

Master Of Business Administration (M.B.A) -

Uka Tarsadia University

Bachelor of Business Administration (B.B.A) -

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Kinjal Bhakta