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<pre>Array ( [var] => cut_url ) </pre> Resume for Shefali A. for Banker / Bank Teller / Banking in Ghaziabad, India. Search More Resumes for Banker / Bank Teller on #WRPQDAQWR

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Resume for Shefali A. for Banker / Bank Teller / Banking in Ghaziabad, India

Occupation: Banker / Bank Teller Industry: Banking
Country: India City: Ghaziabad
State: Uttar Pradesh ZIP: 201005

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Seeking assignments in Operation Managements/ Finance Management   an organization of great repute

Professional Summary

  • Having years experience in Operation Management in the IT Sector as well as Banking.
  • Presently associated with Polaris Retail Infotech Ltd, Gurgaon as Operations Executive.
  • Results oriented and determined, seeking an opportunity in the Finance / Accounts Sector.
  • Detailoriented, with proven communication and analytical skills; can handle multiple tasks to meet deadlines in pressure situations.
  • Exhibits an honest work ethic with the ability to excel in fastpaced, timesensitive environments.
  • Dynamic professional; excellent team player with proven ability to work consistently towards attaining goals and targets.
  • Focused and hardworking, self motivated and team oriented; willing to go the extra mile, coupled with excellent communication and interpersonal skills.

    Professional & Education Qualification 

  • : Masters in Business Administration MBA Finance, from I.M.S Ghaziabad %
  • :  Bachelor of Commerce from Delhi University, Delhi %

    IT Skills  

    Designing Tools  : Microsoft Office and Excel, Word 

    Area of Expertise  

    Operation Management

  • Studying the business needs, developing project plan & identifying key resources.
  • Devising Project Design and gaining management approval.
  • Developing project plans for implementation and delivery.
  • Managing user and super user training and knowledge transfer workshops.
  • Project close activities after successful implementation and handover.

    Working Experience  

    HDFC BANK                                                                                                                             Jun’ till Present 

    HDFC Bank was incorporated in August , and, currently has an nationwide network of , Branches and , ATM's in Indian towns and cities.

    Roles and Responsibilities: Deputy ManagerBranch Banking  

  • Contact with the customer in the branch & to provide courteous customer services & Maintain Customer
  •        Database with contact details, address and contact Number.

  • Provide customer service and product information & Inward/ Outward Entries and Authorization
  • Cheques Report Generation & filing & Managing Safety Deposit Lockers.
  • Generation of referrals from internal database & Handling cash payment and receipts
  • Deliverables Custodian, Balance Enquiries for walkin customers.
  • Handle the tasks of opening new saving accounts, front desk operations, cross selling of bank’s products. 
  • Brief transaction query & Timely and accurate processing of deposit related transactions.
  • Processing account opening and closing requests and account maintenance.
  • Handle branch admin & housekeeping activities, maintaining staff records & processing of Payment advices & statutory bill payments of the branch.
  • Responsible for resolving customer queries, leads and followups.
  • Verification and checking of account opening forms. Ensuring the customer receives the account opening kit within TAT

    Polaris Retail Infotech Ltd.                                                                                                     May’ to May’ 

    Polaris Retail Infotech Ltd is a Group of POLARIS SOFTWARE LABS, It is a leading business in Retail solutions to several retail industries across the world. It offers wide range of Business Solutions to all types of entities to meet the needs of full spectrum users large enterprises and integration with SAP, BAAN,etc. whatever the line of business activity.

    Roles and Responsibilities: Operations Executive

  • Collect the data from business heads & collate it, prepare the cuts and dimensions of the data as required for the management decision making, Present the data in a user friendly understandable format using EXCEL.
  • Responsible for Functional activities & Work with functional people and the client to obtain necessary information to support the team's requirements.
  • Liaisoning with the Operations team and ensuring productivity & Ensure smooth mailing process as well monitoring the responses received from various activities.
  • Managing the Direct mailing activities for the organization & Documentation of all data and process related work.
  • Maintain record of expense bills of all associates of all regions.
  • Advanced Proficiency with excel spreadsheets to develop budget, planning and reporting model.
  • Prepare Weekly reports by product category. Period Drive Brand volume & revenue report.
  • Assign & administer the meetings & Generate and publish regular reporting and analysis.
  • Drafting of various mails, replies, letters & Experience in data sourcing, data updating, data structuring, data cleansing and data enhancement.
  • Follow ups with top management executives for MIS / Reports/ Meetings & Develop, manage and analyze corporate and commercial databases.
  • Handling of important/confidential files and documents and maintaining its privacy level.
  • The ability to deal effectively with tight month end closing process and daily deliverables.
  • Team oriented person who can focus on the details & to recognize and act upon critical deadlines & Management of all emails sent / received via Lotus Notes.
  • Taking care of Billing / payments, and handling queries regarding the same & should have adequate knowledge of MSExcel, MSAccess and other database related software’s.
  • Desire to follow tasks through to completion & to receive data from central operations in an agreed excel format. To distribute the client IP data to the agents of pay for countries, where the agents are responsible for verifying the data.

    YES Bank, New Delhi                                                                                                                Oct’ to Mar’

    YES BANK is the only Greenfield license awarded by the RBI in the last years, associated with the finest pedigree investors. YES BANK has fructified into a “full service” commercial Bank that has steadily built Corporate and Institutional Banking, Financial Markets, Investment Banking, Corporate Finance, Business and Transaction Banking, Retail and Wealth Management business lines across the country, and is well equipped to offer a range of products and services to corporate and retail customers.

    Role and Responsibilities: Client Sales Partner

  • Monitoring of securities such as SBLC, FD, BG and Cash Margin. Ensuring that the same are catering to their current exposure. Collection of shortfall securities from Clients in co – ordination with Relationship Managers.
  • Periodic review and monitoring of exposure assigned to the various clients.
  • Preparation of MIS such as Mark to Market MM, Outstanding pricing for consignment Business, RBI reporting, Income Reporting etc.
  • Responsible for operational work of SA, CA, MF’s and FD’s
  • Briefing of bank financial products to walkin clients in branch
  • Assist to regional head regarding day to day work activities
  • Meeting corporate clients with sales team & Responsible for workflow process across function and documentation.
  • Preparing monthly and weekly reports.

    Emkay Share & Stock Broking Ltd., New Delhi                                                                  April’ to Sep’  

    Emkay is a years YOUNG, Financial Services Company. Core area of operations is stockbroking and wealth management. Emkay has well demonstrated research advice and execution capabilities in equities. 

    Role and Responsibilities: Management Trainee Wealth Management Department

  • Working in BackOffice Operations.
  • Dealing with High Net Worth clients and ensuring delivery of best services to them
  • Giving necessary support to Branches, RMs, Credit and Business for various queries raised by them.
  • Marketing and backoffice operation for Mutual Funds & IPO’s
  • Update all client records & Handling Collections from Customers and Controlling Payments to Suppliers.
  • Regular client meetings to update the latest market trend
  • Client presentation for the new products
  • Analysis of different Mutual Fund’s and advice client.
  • Day to Day Accounting Functions.


    Sahara Mutual Funds, Delhi        Duration: Weeks ‘ 

    Comparison Analysis of different Mutual Funds groups with Schemes of Sahara Mutual Funds. Sahara Mutual Funds are comparative and competitive to any Mutual Fund of e market 


  • Clarity of communication and well organized documentation earned a certificate of appreciation from the company.
  • Punctuality and Persistence led to timely submission of the project.
  • Personal Details  

    Father Name   : Mr. Ajay Kumar A.

    Date of Birth   :  th Nov

    Address   : /, Sec, Rajendra Nagar, Sahibabad Gzb.

    Passport   :  S

    Valid up to   : June


    I hereby declare that all the abovementioned information is authentic as best known by me. 


    Place:  Ghaziabad U.P        Shefali A. 

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