Puneet Kumar

Experience

• 

  Axis Bank

  Jul 2020 - now

  * Handling a portfolio of more then 500 customers and built relationship with customers.* Provided wealth management services ( Mutual fund , DEMAT, Tax savings, FD, insurance )* Handling current account operations and services.* Implemented process improvements to streamline workflows and enhance operational efficiency, resulting in improved customer service.* Trained branch staff, ensuring compliance with policies, delivering exceptional customer service, and achieving performance targets.* Collaborated with cross-functional teams to identify customer needs, provide personalized solutions, and promote additional banking products and services. Show less * Managed daily branch operations, including cash management, teller functions, account opening/closing, and compliance with regulatory requirements.* Transactions ( Transfer, NEFT, RTGS ), CTS clearing.* Customer Service: Strong focus on delivering exceptional customer service, resolving customer inquiries and issues promptly and professionally.* Handling FOREX transactions ( Inward/ outward Remmitances, Forex cards ).* Assisted customers with various banking transactions, including deposits, withdrawals, account inquiries, and product/service recommendations. Show less

  • Deputy Manager

    May 2022 - now

  • Assistant Manager

    Jul 2020 - now