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KINJAL SHAH
[email protected] Mobile No.: 4085073143 PERSONAL SUMMARY Driven and dedicated banking professional with 3 years of experience. Efficient in processing paperwork with extreme accuracy and following up with customers. Proven ability to identify customer needs and match them with the best banking products and services. Passionate about providing courteous and personalized service. PROFESSIONAL EXPERIENCE Assistant Manager Aug 2010 Oct 2013 HDFC BANK LTD Surat, India Duties
● Was the first point of contact with the customer in the bank. ● Well versed in different types of loans and suit it to the needs of the customer. ● Handled walkin customers with the alertness and solve their issues with
attention to detail. ● Responsible custodian of secure inventory like check books, ATM cards and
account information of customers. ● Handled different account types like current account, saving account and even
brokerage account of customers. ● Used advanced web based software tools like Finware and CRM Next to
generate reports, file customer data and handle grievance redressal. ● Handled responsibility of Stop Payment. ● Maintain a professional relationship with customers and follow up on services.
EDUCATIONAL QUALIFICATIONS
● Personal Financial Planning Certified Course Aug 2014 Present UCSC Silicon Valley Extension
● M.B.A (Finance) Aug 2008 2010 Gujarat University, Sigma Institute of Management Studies, Vadodara, India
● B.B.A (Finance) Aug 2005 2008 Veer Narmad South Gujarat University, B.R.C.M College of Business Administration, Surat, India COMPUTER SKILL Microsoft Excel, Powerpoint, CRM Next, Finware OTHER ACTIVITIES
● Cleared AMFI Mutual fund Advisers exam from India with 62.25% ● Participated in Asian Gymnastics, Udyog, ITExpo and Oasis as a sub
coordinator. INTERESTS Dancing, Cooking, Travel
