Preeti Melkani is seeking a position that allows her to utilize her skills and knowledge to help an organization grow. She has worked at Axis Bank since 2015, where her responsibilities included handling branch operations, ensuring compliance with procedures and regulations, resolving customer complaints, account sourcing and relationship building, and advising customers on products. She holds certifications in depository and mutual fund services. Preeti earned a PG Diploma in Banking and Services in 2015 and a BSc in Agriculture in 2014. She has strong communication, customer service, and organizational skills.
1. PREETI MELKANI
Phone- +91- 8447748584
Email ID- preetimelkani@gmail.com
Objective
To be a part of an organization where I can utilize all my skills and knowledge, which would help
the organization to grow and further enhance my growth profile.
Work experience
• Working with Axis Bank since September 2015.
Job Profile
• Handling Retail Branch Operations and ensured timely and error free
processing of all branch transactions including Teller and CSO areas
transactions, ensured strict compliance of laid down systems and
procedures.
• Responsible for dealing with internal auditors and inspections and
compliance.
• Ensuring that the branch adheres to the KYC and AML norms at all
times.
• Handling Customer complaints and resolving within the TAT.
• Responsible for account sourcing and handling, deepening of existing
customer relationships, ensuring adherence to KYC norms. Training new
employees for an efficient and effective customer service.
• Maintaining healthy relationship with existing and new clients, ensuring
maximum satisfaction by providing high quality service.
• Advice customers to enrich the relationship by mobilizing funds and sell
fee based products – Life Insurance, Mutual funds, Gold based on
current and future needs.
CERTIFICATION
• Certified in Depository Services from NISM(NATIONAL INSTITUTE OF SECURITIES
MARKETS)
• Certified in Mutual Fund from NISM(NATIONAL INSTITUTE OF SECURITIES MARKETS)
2. Educational Qualification
Degree Year Institute Marks
PG Diploma in
Banking and Services
2015 Manipal Academy of Banking
and Services
81%
BSc. Agriculture 2014 GB PANT UNIVERSITY OF
ARICULTURE and TECHNOLOGY
73.17%
Class: XII 2009 Army School Amritsar
Cantt,Punjab
87.8%
Class: X 2007 Army School Amritsar
Cantt,Punjab
83.8%
•
Technical skills
Software: MS Office-Word, Excel, PowerPoint etc.
OS: Windows XP/2000/7/8.
Co-curricular Activities
NCC ‘B’ certificate holder
Special Skills
• Flexible and innovative.
• Good leadership, communication and organizational skills.
• Superior communication (oral and written), customer service and interpersonal
skills.
• Both independent and team worker, as required.
• Ability to multi-task and prioritize effectively.
• Poised and patient when dealing with clients.
3. Other Information
• Fluent conversant in English & Hindi.
• Hobbies & interests include Public speaking, Event organizing.
Personal Details
Name: PREETI MELKANI
Father’s Name: Mr. SURESH CHANDRA MELKANI
Mother’s Name: Mrs. LAXMI MELKANI
Date of Birth: 21 JUNE 1991
Gender: FEMALE
Address: Village Dauliya D class P.O.-Halduchaur(263139)
I hereby affirm that the details provided above are true to best of my knowledge.
PREETI MELKANI