Prachi Shukla
IDFC FIRST Bank Ltd
Virar
3
Languages
1
Certification
3
years of professional experience
Dedicated banking professional with experience in branch operations, CASA sales, customer service, KYC/AML compliance, and banking product cross-selling. Skilled in cash handling, CRM management, customer relationship enhancement, and operational efficiency.
Offering a strong foundation in financial principles and excellent communication skills, eager to learn and develop in a banking environment.
Developed strong financial analysis and customer service skills in fast-paced banking environment. Known for exceptional attention to detail and ability to handle complex transactions efficiently. Seeking to transition into a new field, bringing dedication to delivering high-quality service and achieving positive outcomes.
Work History
Flexi Banker
1 Year 5 Months- Handled teller transactions, ATM balancing, and account servicing.
- Resolved customer complaints and improved service quality.
- Achieved branch targets related to liabilities and fee generation.
- Managed CRM updates and customer account modifications.
CASA Executive
1 Year 3 Months- Acquired new savings and current accounts.
- Cross-sold insurance, loans, SIPs, and banking products.
- Conducted micro-marketing and lead generation activities.
- Ensured adherence to KYC and AML guidelines.
Education
Bachelor of Science - Science
HSC - Science
S S C - Science
MBA - Finance
Skills
KYC & AML Compliance
Branch Operations
CASA Sales
CRM Management
Customer Service
Cash Operations
MS Excel & MIS
Tally & Advanced Excel
Consumer banking
Customer Service-oriented
Relationship building
Money transfers
Teller experience
Educating clients
Account servicing
Teller support
Account openings
Loan payment processing
New account setup
Private banking
Accomplishments
- Opened 6+ new accounts monthly.
- Generated 8–9 credit cards every month.
- Earned quarterly incentives for excellent performance.
- Received promotions and salary increments based on achievements.
Interests
Reading
Traveling
Yoga
Music
Learning New Technologies
Certification
- MS-CIT
- Tally & Advanced Tally
- Advanced Excel 2017
Languages
Marathi
Hindi
English
Timeline
Flexi Banker
IDFC FIRST Bank Ltd
09.2024 - 02.2026Read More
CASA Executive
Kotak Mahindra Bank
05.2023 - 08.2024Read More
Rajju Bhaiya ( Allahabad State University)
Bachelor of Science from Science
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MR TIWARI HIGH SCHOOL BHADEWARA KARCHHANA ALLAHABAD
HSC from Science
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MR TIWARI HIGH SCHOOL BHADEWARA KARCHHANA ALLAHABAD
S S C from Science
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Uttar Pradesh Rajarshi Tandon Open University, Prayagraj,
MBA from Finance
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