BibhuPRASADSAHOO
Subhash Nagar,Dhanoori,pune Mobile: +91-9700879197
E-Mail:
[email protected]Seeking a career position in Operation and backend in an organisation where I can create an impact
as per my knowledge and skills.
6 years of comprehensive knowledge and experience in the areas of:
Business Soft skills Additional Professional Skills
Application Login Process Knowledge About the AML (ANTI MONEY LAUNDERING)
Financial Advice Windows 2000/2003 & XP
Identifying Fake KYC Ability To Deal with Sensitive and Confidential Issues at
Management level
KYC Verification CIBIL Verification
Development of New Client Ms-Office
Customer Satisfaction Knowledge About the KYC (KNOW YOUR CUSTOMER)
Client Relationship Management Knowledge About the AML (ANTI MONEY LAUNDERING)
PROFESSIONAL PROFILE
Since FEB’17 FINFREE ENTERPRISES. Location: Pune
Finfree Enterprises, a renowned financial advisory firm, and dealing with the financial products of HDFC BANK.
Designation: SALES AND OPERATIONS MANAGER
The Role
Strong Operational Knowledge KYC/Research, Analyze and Evaluate Required KYC
Information on Business Banking Clients
Monitored Documentation Requirements and Exception And makes Update Accordingly to
Sales Team. Keeping Accurate Records of Loan Budget, Ensuring Loan is In Balance in
Accordance with Approval
Managed Loan Origination Process by Obtaining, Analyze, Researching, Reviewing, and
Evaluating all Necessary Information and Reports Required to Meet the Terms and
Conditions to Credit Approval
Prepared Loan Documents And Approves Conditions to Ensure Loan Approval and
Documentations Requirements Are Meet Prior to Closing
Prepared And Maintains Loan Files, Verifying Accuracy of Documents Received and
Preparing documents for Submission
Good Experience in Identifying Fake Customer /Tracking of Speculative Transaction/Verifying
the Bank History of Clients
Taking Care of Disbursements of Personal Loan and Business Loan /Verifying the Customers
CIBIL Report and CIBIL Score
Giving The Confirmation and Loan Details to The Customer Through Phone Call or Short
Message /Handling clients queries & providing them service solutions through Mail or Phone
Call
1ST JULY 2013 TO 30TH NOV 2013 (Project) RELIANCE SECURITIES. LTD.
Location: Hyderabad
PROJECT NAME: “Financial Planning & Wealth Management”
Designation: Operations Associate
Role:-
Directing all operational aspects including distribution, customer service, human resources,
administration and sales in accordance with the bank’s objectives.
Providing training, coaching, development and motivation for bank personnel
Developing forecasts, financial objectives and business plans
Calling to Customers on given data base and Cross Check their KYC For Login Purpose
Verified The Client DOB Is Right or Wrong as Per Pan Card
Verified The Signature of Client and Address
Creating awareness about Equity, Life Insurance, and Mutual Fund by visiting the client
place/ Cold calling.
PERSONAL SKILLS
Quick learner and possessing a strong understanding capability.
Always do experiments for alternate & easy solutions to different problems.
Possess presentational and interpersonal skills and willingness to learn.
My truthfulness & sincerity towards work.
PROFESSIONAL QUALIFICATIONS
Completed MBA From GIMS, Raygada.
Completed BBA From UIITM, Bhubaneswar
