Amit Kumar

Customer Executive

Delhi, IndiaBanking and Financial Services
3roles
14skills
2education
2credentials

About

MBA graduate specializing in Marketing and IT with experience in banking and financial operations, loan processing, KYC verification, documentation management, CRM, and MIS reporting.

Experience

Customer Executive

iEnergizer (RBL Bank Process)

January 2026 – Present

Managed banking-related customer requests while ensuring SLA compliance; maintained customer records and updated CRM systems; verified customer information and adherence to banking policies; coordinated with internal departments for issue resolution; maintained operational accuracy and documentation standards.

Assistant Relationship Officer

Rupee Q

May 2025 – December 2025

Assisted customers with personal loan and OD loan processing; performed KYC verification and document validation; managed back-end operations and customer records; updated CRM systems with customer and loan details; assisted with documentation verification and loan disbursement.

Sales & Loan Associate

Kotak Mahindra Bank

2022 – 2023

Processed 300+ loan applications with high documentation accuracy; conducted customer onboarding and KYC verification; prepared daily MIS reports using MS Excel; supported branch operations and coordinated with branch and operations teams for timely loan processing.

Education

I.T.S Mohan Nagar, Ghaziabad

Master of Business Administration (MBA), Marketing & IT

2023 – 2025

Babasaheb Bhimrao Ambedkar University

Bachelor of Computer Applications (BCA)

2018 – 2021

Skills

Banking OperationsLoan ProcessingBack Office OperationsDocumentation ManagementKYC VerificationCRM ManagementMIS ReportingBanking ComplianceProcess CoordinationMS ExcelMS WordPowerPointCRM ToolsData Entry

Projects

Mini Web Application

Developed a mini web application during a web development course.