Aarti Koli

Aarti Koli

Followers of Aarti Koli494 followers
location of Aarti KoliPune, Maharashtra, India

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  • Timeline

  • About me

    Relationship Manager at YES BANK

  • Education

    • Manipal Academy of Higher Education

      2022 - 2022
      PGDB Training
    • Kendriya vidyalaya

      2015 - 2016
      10 th CBSE All Subjects
    • Kendriya vidyalaya

      2017 - 2018
      12th CBSE Commerce
    • Savitribai Phule Pune University

      2020 - 2021
      Bachelor of Commerce - BCom
  • Experience

    • YES BANK

      Mar 2022 - Aug 2023

      Support the bank's strong relationship banking culture through ongoing customer contact, quality customers service and superior product knowledge.Developed and cultivated lucrative relationship with both new and existing clients through effective communication and exemplary interpersonal skills.Meeting sales goals, identifying new business opportunities, setting new credit lines, networking with clients and analysing clients' financial statuses.Know Your Customer (KYC) and Anti-Money Laundering (AML)Monitored customer feedback and generated reports to identify areas of improvement. Maintaining good relationship with customers and promoted the bank's products and services.Collaborate with other departments to ensure that customers receive a seamless and positive experience.Experienced in banking operations and sales, I bring a professional approach to combining streamlined processes with revenue generation. Show less

      • Relationship Manager

        Jan 2023 - Aug 2023
      • Relationship Manager

        Oct 2022 - Dec 2022
      • Deputy Manager

        Mar 2022 - Sept 2022
  • Licenses & Certifications

    • Step Certification

      STEP from The Hindu Group
    • TCS iON CAREER EDGE - YOUNG PROFESSIONAL

      Tata Consultancy Services
      Oct 2023
    • NISM Mutual Funds Distributiors

      National Institute of Securities Markets (NISM)
      Jun 2022