Patel Rima

Bis 2025, PB Teller Authoriser- Branch Banking Operations , HDFC Bank Limited

Fähigkeiten und Kenntnisse

Branch Banking Operations
Anti-Money Laundering
Bank Secrecy Act
Business Relationship Management
Banking
Data Analysis
Cash Reconciliation
Banking Services
Client Onboarding
Finacle
Branch Banking
Microsoft Office
Communication
Financial Transactions
Complaint Management
Fraud Prevention
Microsoft PowerPoint
Core Banking
Global Regulatory Compliance
Microsoft Word
Insurance
Cross-Selling
Oracle Flexcube
KYC Verification
Customer Due Diligence (CDD)
Leadership
Payments
Customer Relationship Management (CRM)
Long-term Customer Relationships
Portfolio Management
Microsoft Excel
SWIFT Payments
Regulatory Compliance
Team Leadership
Regulatory Requirements
Teamwork
Retail Banking
Risk Management Policies
Transaction Monitoring

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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