KAVITA YADAV
Dubai
Summary
Result-oriented professional with 8+ years in banking and insurance, specializing in revenue growth through innovative business development strategies. Expertise in relationship management and customer service excellence, consistently achieving targets and enhancing client satisfaction. Proven track record in compliance adherence and driving business success.
Overview
1
1
Certification
9
9
years of professional experience
Work History
SALES OFFICER
ICL INFINITE FINANCING BROKER LLC
DUBAI
07.2025 - Current
- Executed cold calling and networking strategies to effectively sell products and services.
- Developed and implemented innovative business development plans, resulting in achievement of target numbers.
- Analyzed market trends and competitive landscape to uncover growth opportunities.Highlighted critical areas for growth opportunities
- Provided customer services tailored to client requirements and needs.
RELATIONSHIP OFFICER
COMMERCIAL BANK OF DUBAI
Dubai
09.2024 - 02.2025
- Presented and sold retail banking products (credit card) to potential customers, emphasizing ethical and professional service
- Provided excellent customer service by promptly resolving client issues to enhance customer satisfaction
- Coordinated with internal departments to ensure seamless service delivery for clients
- Ensure compliance with regulatory requirements and bank policies
CUSTOMER RELATIONSHIP OFFICER
BANDHAN BANK LIMITED
NEW DELHI
02.2024 - 09.2024
- Drove revenue growth through effective management of sales, CASA, portfolio, and branch operations.
- Managed customer financial transactions, including deposits, withdrawals, money orders, and cheque clearances.
- Coordinated daily activities with internal and external departments to ensure compliance with KYC norms and operational efficiency.
- Processed transactions accurately using banking software systems.
- Issued receipts and maintained accurate transaction records.
- Maintained customer records and updated account information regularly.
- Detected and prevented fraudulent transactions, safeguarding customer accounts and maintaining trust.
- Reported suspicious activity or security breaches.
CORPORATE ACCOUNT MANAGER
TATA AIA LIFE INSURANCE CO. LTD
NEW DELHI
04.2022 - 01.2024
- Developed and nurtured strong relationships with bank customers, fostering loyalty and retention.
- Exceeded quality, compliance, and customer service standards, enhancing customer satisfaction.
- Delivered prompt and professional responses to customer inquiries, ensuring high levels of service.
- Maintain accurate records of sales activities and customer interactions
- Adhere to the bank's internal policies and procedures
- Monitored compliance with regulations related to insurance sales with all relevant regulations related to insurance sales
ASSISTANT MANAGER
MAX LIFE INSURANCE CO. LTD
NEW DELHI
10.2019 - 04.2022
- Delivered excellent customer service by promptly and professionally addressing customer inquiries, enhancing customer satisfaction
- Ensured compliance with relevant regulations and guidelines for insurance sales, minimizing risk and maintaining operational integrity
- Adhere to the bank's internal policies and procedures
- Maintained accurate records of sales activities and customer interactions to support effective follow-up and informed decision-making
ACCOUNTANT
PRINT EMPIRE
NEW DELHI
10.2017 - 09.2019
- Prepared and maintained financial statements, including balance sheets, income statements, and cash flow reports, to support informed financial decision-making.
- Prepared monthly financial statements and reports for internal review and management.
- Managed accounts payable and receivable, ensuring accurate and timely processing of invoices and payments to maintain positive cash flow.
- Managed financial records and maintained accurate ledgers for client accounts.
- Conducted audits to ensure compliance with accounting standards and regulations.
Education
B.Com - Accounting And Finance
UNIVERSITY OF DELHI
NEW DELHI05-2017
Skills
- Retail banking solutions
- Product knowledge
- Sales analytics
- Upselling strategies
- Customer service excellence
- KYC compliance
- Regulatory compliance
- AML strategies
- Branch operations management
- Banking software proficiency
- Utility software expertise: MS Office (Excel, PowerPoint, Word)
- Operating system knowledge: Windows
- Risk assessment and management
- Financial analysis tools
- Professional networking
Certification
- NISM V-A: Mutual Fund Distributors (AMFI)
- Insurance Regulatory and Development Authority of India (IRDAI)
Accomplishments
- Qualified for the GALA lunch with the Zonal Head by selling the highest value of protection plans in Feb, 2021.
- Awarded Best Performer in the Central Delhi Cluster by the Zonal Head in Mar, 2021.
- Recognized as Star Performer in the Delhi NCR Circle by the National Head in Mar, 2021.
Timeline
SALES OFFICER
ICL INFINITE FINANCING BROKER LLC
07.2025 - Current
RELATIONSHIP OFFICER
COMMERCIAL BANK OF DUBAI
09.2024 - 02.2025
CUSTOMER RELATIONSHIP OFFICER
BANDHAN BANK LIMITED
02.2024 - 09.2024
CORPORATE ACCOUNT MANAGER
TATA AIA LIFE INSURANCE CO. LTD
04.2022 - 01.2024
ASSISTANT MANAGER
MAX LIFE INSURANCE CO. LTD
10.2019 - 04.2022
ACCOUNTANT
PRINT EMPIRE
10.2017 - 09.2019
B.Com - Accounting And Finance
UNIVERSITY OF DELHI