Banking Executive Resume

Career Objective:

Wish to work with a multinational bank, which has a wide variety of services and verticals. Wish to be a part of an organization where employee's skills and suggestions are valued and which provides immense opportunities for internal promotion and growth.

Career Profile:

A well qualified banking professional with an experience of over 4 years with two different organizations. Ability to handle the responsibilities and tasks handed over to me independently without any supervision or guidance and work towards being more result - oriented than just target - oriented.

Qualification Summary:

1. Post Graduation in Business and Commerce
   University of LA
   Completed in the year 2007
   Specialization: Banking and Finance
   Grade: B+

2. Bachelor's Degree in Trade and Commerce
   University of LA
   Completed in the year 2005
   Specialization: Accounting and Banking
   Grade: B

3. Diploma in Banking Laws and Procedures
   Institute of Banking and Finance, LA (government recognized)
   Completed in the year 2005
   Grade: AM

Summary of Skills:

• Good at accounting and banking procedures
• Well acquainted with banking laws, regulations, terminologies like CRR, SLR, etc. and its effect and counter effect
• Up to date knowledge of finance market
• Good at share trading and worked as an advisor at a personal level for many
• Self motivated, result oriented and efficient team player

Work Experience:

Currently working with HSBC Bank - 2009 till date
Designation: Relationship Advisor

Job responsibilities:

• Studying the market regularly and keeping an eye on the fluctuations
• Suggesting investment and saving options to clients as per their requirement and capacity
• Coordinating with the marketing department to understand the new investment schemes and plans
• Handling a team of 4 sales executives and updating them on new schemes
• Pitching clients for huge investments
• Continuously updating the clients about market and keeping them informed
• Controlling multiple investment options for clients with the help of trading experts and advising the clients from time to time, on buying or selling of shares or investing in policies.

Achievements:

• Successfully pitched clients and brought an investment of around $150,000 in one month
• Awarded with an award for being rated as the most client friendly employee, in the customer satisfaction survey at the bank.

Previous Employer:

Worked with Aptara Bank, LA (2007-2009)
Designation: Client Servicing
Job Responsibilities:

• Assisting clients and addressing their requests and queries
• Handle the documentation procedures for all types of services such as, account opening, trading, etc.
• Conveying all the necessary information to the clients through email, and update them about latest schemes in the banks and various programs
• Cold calling for pitching clients for account opening and other services
• Dispatch of bank documents to the clients periodically, or as per request
• Update the personal details of the customers, and make changes as and when required

Achievements:

• Awarded with the best employee award for maintaining high levels of customer satisfaction, and reduction in the number of complaints.

Flexibility and Mobility:

Willing to work in LA only. However, would consider some attractive options in nearby states.

Signature:

Richard Rusk