Vandana Joshi
Summary
A dedicated professional with six years of hands-on experience, I am currently in pursuit of an engaging opportunity where I can leverage my expertise with a proactive mindset. My aim is to contribute effectively within the realm of Financial Services and business development, striving for continual personal and professional advancement. I am committed to embracing challenges with enthusiasm, bringing forth innovative solutions, and adapting flexibly to dynamic environments.
Overview
8
8
years of professional experience
Work History
Service Counsellor
Byju's Tution
04.2022 - 12.2022
- As an EdTech Service Counselor, I excelled in guiding students, educators, and institutions in navigating digital learning platforms
- With a keen understanding of educational technology trends, I provided personalized support to optimize user experiences
- My responsibilities included troubleshooting technical issues, conducting training sessions, and offering strategic advice on integrating technology into educational settings
- Through effective communication and problem-solving skills, I fostered a collaborative environment that empowered users to harness the full potential of educational technology.
Personal Banker, Customer Service Manager
ICICI Bank
05.2015 - 12.2020
- Managing Classic customers of the bank and churning business out of them
- Preparing and Presenting comprehensive financial plans to the client according to their financial goals and requirements through offering a bouquet of financial products
- Achieve annual targets for branch set in AOP (Annual operative plan)
- Make action plan, and strategize to get profit through branch operations and cross sell
- Keep up to date with product to provide suitable advice to the customers
- Reduce the waiting time for customers in branch
- Increase the customer satisfaction
- Presenting comprehensive Investments Plans to the clients of ICICI Bank according to their financial goals and requirements and meeting ICICI Bank branch targets.
Education
Certification in Advanced Data Analytics for Managers - Data Analytics
Indian Institute of Management (IIM) Kozhikode
Online08.2024
MBA - Finance
Narsee Monjee Institute of Management Studies
Online07.2024
Post Graduate Diploma in Banking -
ICICI Manipal Academy Bangalore
07.2015
Masters in English Literature -
Kumaun University Nainital
07.2014
Masters in Journalism and Mass Communication -
DSVV Haridwar
07.2013
Bachelor of Arts -
Kumaun University Nainital
07.2010
12th -
Kendriya Vidyalaya Amritsar
05.2007
10th -
Army School Amritsar
05.2005
Skills
- Business Development
- Financial Services and Investment Advisor
- Customer Service
- Portfolio Management
- Database Management
- Data Analytics
- Branch Operations
- FOREX services and Remittance
- Risk assessment and Loan Processing
- Banking Regulation Compliance
Languages
English
Proficient
C2
French
Intermediate
B1
Hindi
Proficient
C2
Personal Information
Title: Banker and Service Counsellor
Hobbies and Interests
A Poet, Painter, Dancer and Singer
Timeline
Service Counsellor
Byju's Tution
04.2022 - 12.2022
Personal Banker, Customer Service Manager
ICICI Bank
05.2015 - 12.2020
Certification in Advanced Data Analytics for Managers - Data Analytics
Indian Institute of Management (IIM) Kozhikode
MBA - Finance
Narsee Monjee Institute of Management Studies
Post Graduate Diploma in Banking -
ICICI Manipal Academy Bangalore
Masters in English Literature -
Kumaun University Nainital
Masters in Journalism and Mass Communication -
DSVV Haridwar
Bachelor of Arts -
Kumaun University Nainital
12th -
Kendriya Vidyalaya Amritsar
10th -
Army School Amritsar
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