Rajvir Singh
Bellevue,WA
Summary
Banking and Financial industry expert with over 9 years of experience in customer facing and operational roles. Extensive amount of experience in Operations Management, Business Process Improvement, Client Relationship Management, Marketing and MIS Reporting. Proven track record of leading teams and mentoring other team members through training and development.
Overview
19
19
years of professional experience
Work History
Personal Banker Authorisor
HDFC Bank Ltd.
01.2016 - Current
- Ensure all tellers achieve their target goals each month and quarter
- Established procedures for fake currency testing for rest of the team to follow
- Report all large cash transactions and account profiling as necessary
- Run critical reports such as BJR, EOD cash position, insurance issued, etc
- Monitor and review daily reports
- Monitor suspended and dummy accounts on daily basis
- Monitor all cash deposits above Rs
- 49,000
- Update PAN numbers as needed
- Open new accounts for Resident and Non Resident of india
- Transfer vouchers periodically to OED based on the defined process
- Observe and resolve any errors in daily branch operational activities
- Perform branch operations tasks such as lobby management and queue reduction
- Appropriately manage all security stationary
- Observe any operational errors and include in audit report as required
- Lead business development activities such as insurance cross selling
- Train and mentor other team members
- Process customer welcome kits as needed
- Monitor branch ATM activities such as cash loading and daily reconciliation
- Handle customer requests and resolved any issues
Customer Support Representative
Bajaj Allianz Life Insurance Co.
01.2007 - 01.2012
- Managed branch operations
- Underwrote and issued insurance policies
- Defined procedures for collecting and verifying large cash amounts
- Provided financial advice to customers for better investments
- Handled cash deposits and withdrawals
- Generated leads for business development
- Managed relationships with customers
- Handled welcome kits for new customers
- Handled customer requests and resolved any issues
- Underwrote and issued proposals for policies
- Reviewed proposal forms, data entry, and proposals of other team members
- Printed issued policies, dispatched policies and maintained appropriate records
- Handled undelivered policies and took an appropriate action
- Serviced policies by performing tasks such as fund switching, withdrawals, surrender of policies, free look cancellation, assignment, nomination and address change requests
- Maintained dummy dockets, and policy docket movements to head office
- Handled customer queries, claims, calls, account statements and resolved customer problems to their satisfaction
- Received cash from customers for new, renewed policies and performed banking related tasks
- Followed up with customer for policy renewals
Education
Master - Economics
Punjab University
Chandigarh01.2005
Certificate - Capital Market
Ludhiana Stock Exchange
01.2005
Bachelor of Arts with honours - Economics
Punjab University
Chandigarh01.2003
12th -
PSEB
Mohali01.2000
10th -
PSEB
Mohali01.1998
Skills
- Business Development
- Contract Management
- Vendor Management
- Marketing and Advertising
- Analytical and Problem Solving Skills
- Microsoft Windows
- Android
- IOS
- Project Management
- Process Documentation
- Process Improvement
- Change Management
- Microsoft Excel
- PowerPoint
- Word
Accomplishments
- Always received positive audit reports from leadership teams and no adverse comments.
Disclaimer
I, Rajvir Singh, declare that all of the information mentioned above is true to the best of my knowledge.
Personal Information
- Father's Name: Late SH. Mukhtiar Singh
- Mother's Name: SMT. Shinder Kaur
- Date of Birth: 02/24/83
Timeline
Personal Banker Authorisor
HDFC Bank Ltd.
01.2016 - Current
Customer Support Representative
Bajaj Allianz Life Insurance Co.
01.2007 - 01.2012
Master - Economics
Punjab University
Certificate - Capital Market
Ludhiana Stock Exchange
Bachelor of Arts with honours - Economics
Punjab University
12th -
PSEB
10th -
PSEB