
Patel Rima
Fähigkeiten und Kenntnisse
Werdegang
Berufserfahrung von Patel Rima
- 2 Jahre und 6 Monate, Dez. 2022 - Mai 2025
PB Teller Authoriser- Branch Banking Operations
HDFC Bank Limited
- Oversaw and approved teller transactions to ensure accuracy, policy compliance, and secure handling of customer funds. - Ensured adherence to KYC, AML, and internal control procedures to minimize operational risk and prevent fraud. - Delivered frontline customer service by resolving account inquiries and transaction issues efficiently and professionally. - Supported branch operations through daily cash balancing, discrepancy resolution, and transaction reconciliation. - Trained and guided junior tellers o
- 2 Jahre und 1 Monat, Dez. 2020 - Dez. 2022
Teller-Branch Relation Officer
Axis Bank Limited
-Managed daily teller operations including cash handling, fund transfers, and cheque transactions with high accuracy; reconciled cash daily with zero discrepancies. - Delivered efficient customer service to savings and current account holders, resolving queries and supporting digital banking onboarding. - Supported branch growth by cross-selling banking products and promoting digital services.
- 11 Monate, Feb. 2020 - Dez. 2020
Financial Services Consultant- Bancassurance
ICICI Prudential Life Insurance Company Limited
- Worked in the Bancassurance (Banca) channel, promoting ICICI Prudential life insurance products through ICICI Bank and IndusInd Bank branches. - Supported and trained bank staff, assisted in customer interactions, and drove lead conversion to achieve monthly and quarterly sales targets. - Ensured smooth policy issuance while maintaining strict adherence to regulatory and compliance standards.
Ausbildung von Patel Rima
- 1 Jahr und 10 Monate, Juli 2017 - Apr. 2019
Master of Commerce
Veer Narmad South Gujarat University
- 2 Jahre und 10 Monate, Juli 2014 - Apr. 2017
Bachelor of Commerce
Veer Narmad South Gujarat University
Sprachen
Deutsch
A1-A2 (Grundkenntnisse)
Englisch
C1 (Fließend)
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