Summary
Overview
Work History
Education
Skills
Timeline
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Bristi Upama Alom

Summary

Personal Banker with proven ability to build strong client relationships and deliver tailored financial services. Expertise in assessing customer needs to provide effective banking solutions. Committed to exceptional customer service and consistently meeting business objectives. Recognized for strategic financial planning and effective problem-solving skills.

Overview

6
6
years of professional experience

Work History

Personal Banker

State Bank of India
02.2023 - Current
  • Processed a variety of payment methods such as Faster Payment, SWIFT, CHAPS, BACS, and internal bank transfers.
  • Reviewed client financial records, updating KYC and FCO in accordance with regulatory requirements.
  • Managed client portfolios, providing tailored financial advice to meet individual needs and objectives.
  • Addressed customer complaints, resolving issues swiftly to maintain satisfaction and loyalty.
  • Leveraged revenue generating trends to shape value-added sales solutions and approaches.
  • Conducted risk assessments, formulating contingency plans to ensure business continuity in emergencies.
  • Reviewed and verified customer identification documents to comply with anti-money laundering regulations.
  • Collaborated with compliance officers to develop and implement KYC policies and procedures.
  • Analysed financial data to forecast business, industry and economic conditions for informed investment decision-making.

Trading Assistant

Sainsbury's
10.2019 - 01.2023
  • Created positive working environments by offering support and guidance to staff.
  • Handled customer complaints with empathy and professionalism, restoring customer satisfaction.
  • Resolved complaints on products, company issues and customer service to keep business operational.
  • Managed a team of 20+ staff, fostering a collaborative environment to boost sales performance.
  • Held regular meetings with trade staff to delegate tasks, communicate market trends, sales KPIs and priorities.
  • Reduced waste by offering special prices on goods nearing expiry dates.
  • Analysed sales data to identify trends, adjust stock levels, and optimise product placement for increased revenue.

Education

BSc - Mathematics

University of Greenwich
2018

A Level - Mathematics, Chemistry, Italian

Newvic Sixth form College

Skills

  • Financial analysis
  • Regulatory compliance
  • Payment processing
  • KYC procedures
  • Customer service
  • Cash handling accuracy

Timeline

Personal Banker

State Bank of India
02.2023 - Current

Trading Assistant

Sainsbury's
10.2019 - 01.2023

BSc - Mathematics

University of Greenwich

A Level - Mathematics, Chemistry, Italian

Newvic Sixth form College
Bristi Upama Alom