Rashel Sweedel Clare
Abu Dhabi
Summary
Results-driven banking professional with 7 years of experience in banking sectors, e.g., retail banking, investment banking, commercial banking. Proven track record in delivering exceptional financial services, managing client relationships, and achieving organizational goals. Skilled with a deep understanding of banking products and services. Adept at developing innovative solutions for financial growth, improving operational efficiencies, and leading cross-functional teams. Demonstrated ability to meet and exceed performance targets while upholding the highest standards of integrity and customer service.
Key Skills:
- Customer Relationship Management
- Banking Operations and Procedures
- Sales and Business Development
- Strategic Planning and Execution
- Team Leadership and Collaboration
- Financial Product Knowledge
Overview
7
7
years of professional experience
Work History
Cashier/ Teller/ Personal Banker Authorizer
HDFC Bank Limited
07.2019 - 11.2023
- Establish an exciting and welcoming affair for prospective clients on entering the bank Supervise debit, credit or cash transactions, as well as other forms of payments within the bank Review cash accounts on a daily basis
- Supply customers with relevant information on products and services available in the bank List all promotions and relay them to customers
- Resolve customer issues pertaining to products and services Manage exchanges and returns, taking into account the bank's procedures on such matters Maintain an extensive report on daily, weekly, and monthly transactions
- Be on Growth on the sales Part by meeting the targets given month of month and achieving The STAR EXCELLENCE AWARD conducted by CIRCLE HEAD for Non sales staffs
- Monitoring of dummy, suspense, deferred, payable/receivable accounts, reconciliation and maintenance of suspense accounts
- Responsible for cash transactions, customer transactions and lobby management
- Managing vault limits and vault custodian
- Key register monitoring and updation.
- Communicated product information to customers, Driving informed purchases
- Maintain clean and organized workspace to ensure efficient service
- Balanced till end of day, maintaining accurate records
- Result customer complain professionally leading higher retention rates
- Ensure accurate record keeping and documentation of all AML activities
- Provided training on AML regulations to enhance team knowledge
- Reviewed transactional data for signs of suspicious activity and collaborated with legal team to ensure full adherence to AML regulations
Acquisition Manager
Kotak Mahindra Bank Limited
05.2017 - 01.2019
- Manage and supervise operations in branch, with objectives of delivering timely, efficient and productive processing service within the statutory, regulatory and operations norms of the bank
- Acquisition of New Client (NTB) through external individual efforts for Current Account, Savings Account Products of the bank
- Customers to be sourced from individuals, small businesses, trusts, associations, societies, corporate
- Revenue Generation, Customer Acquisition, Customer Retention, Cost Efficiency Through adherence to products, processes and regulatory requirements
- Handhold acquired customers for the initial 3-month period to deepen relationship values before passing it to the Branch Banking team
- Maintaining Avg Quarterly Balance
- Conducting regular promotional and customer events to generate leads.
Assistant Manager
HDFC ERGO General Insurance Company
08.2016 - 05.2017
- Coordinating the sales Team by managing schedules, filing up Important documents and relevant information
- Ensuring the Adequacy of sales related equipment or material
- Responding to the complaints of the customers and provide them with better sales support when requested
- Generate and publish daily MIS on lead generator and lead convertor for the day and various parameters
- Ensuring audit ready anytime.
Education
BSc- Interiors & Decoration -
Karavali College
Mangalore01.2016
PUC -
St. Agnes College
Mangalore01.2013
SSLC -
St. Gerosa
Mangalore01.2011
Skills
- Microsoft Excel
- Microsoft Word
- Powerpoint
- CRM
- Oracle
- Finacle
Personal Information
- Place of Birth: Mangalore
- Date of Birth: 02/22/95
- Gender: Female
- Nationality: Indian
- Marital Status: Married
Visastatus
Spouse Visa
References
- HDFC Bank Limited Ramya, +919902611229
- HDFC Bank Limited Shanthi, +919060426692
Hobbies and Interests
- Reading
- Travelling
- Music
- Movies
Languages
English
Bilingual or Proficient (C2)
Timeline
Cashier/ Teller/ Personal Banker Authorizer
HDFC Bank Limited
07.2019 - 11.2023
Acquisition Manager
Kotak Mahindra Bank Limited
05.2017 - 01.2019
Assistant Manager
HDFC ERGO General Insurance Company
08.2016 - 05.2017
BSc- Interiors & Decoration -
Karavali College
PUC -
St. Agnes College
SSLC -
St. Gerosa
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