Yesha Trivedi

Finance Professional
Experienced Assistant Branch Manager with more than 7 Years experience, skilled in team training, customer satisfaction, and staff
management. Worked as an Operational Clerk at HDFC Bank, adept in handling transactions and cross-selling. Holds an MBA in Finance,
BCom with distinction, and multiple certifications in banking and insurance.

nzyeshatrivedi@gmail.com +640221766423 Auckland, Newzealand

WORK EXPERIENCE SKILLS

Assistant Branch Manager Financial analysis Banking Operations
The Kalupur Cooperative Commercial Bank
Limited Account Acquisition Lead Generation
07/2017 - 09/2023, Ahmedabad INDIA
Time Management Skills Client Relation
Achievements/Tasks
Trained and developed new 20+ team members in alignment B2b &B2C Sales Cross Selling Leadership Excel
with branch service standards and objectives ·
Addressed client issues in collaboration with the manager, Power Point Communication
leading to an impressive 80% increase in customer satisfaction
ratings. Supervised and evaluated staff to help improve skills,
achieve daily objectives, and attain advancement
Developed and managed employee schedules, balancing CERTIFICATIONS
individual requests and requirements with business needs.
Conducted weekly staff meetings to motivate staff members, NISM Certification
National Institute of Security Market mandatory to cross sell mutual
address concerns, and questions, plan improvements and
funds to customers ,FINRA series Equivalent
evaluate progress toward goals.
KYC
Operations Associate Know your Customer is certification taken by INDIAN INSTITUTE OF
BANKING AND FINANCE for licensing and regulation purposes for
HDFC Bank Ltd cross selling
01/2015 - 01/2017, Ahmedabad ,India
Achievements/Tasks
IRDA
Insurance Regulatory and Development Authority of India
Maintained accurate records of customer transactions in line CERTIFICATION FOR Cross selling Insurance Products
with bank procedures.
Answered more than 100+telephone inquiries on checking and
savings accounts, loans, and lines of credit.
Balanced cash drawer daily and resolved discrepancies to ACHIEVEMENT
provide accurate data regarding cash flow with 100% accuracy
Recieved Promotion from Cashier to Assistant Branch
Filling ATM Cash and maintaining registry for that. · Cross-sold manager in shortest time in company history
credit cards, loans and other bank products
Achieved Branch Savings Account opening targets and
Generated Leads for $1 million for Branch

EDUCATION
MBA in Finance LANGUAGES
Kalol Institute of Management English Hindi
Courses Native or Bilingual Proficiency Full Professional Proficiency
Mergers and Acquisition,
Managerial Gujarati
Finance,Corporate Finance Full Professional Proficiency

INTERESTS
Customer Service Sales Operations