Samreen Ansari

Deputy Manager

Kotak Mahindra Bank LTD

Aug 2025 to present

Managed relationships with existing and new customers; cross-sold personal loans, credit cards, insurance, and investment products; achieved monthly targets for account acquisition, deposits, and insurance penetration; conducted need-based financial discussions; coordinated onboarding and service delivery; ensured compliance with KYC and RBI regulatory norms; maintained customer satisfaction and retention.

Administrative Executive

Proactive Fitness

July 2024 to June 2025

Streamlined office operations and administrative processes to enhance efficiency, supported daily activities, and improved overall workflow management.

Banking Executive

HDFC Bank

07/2022 - 01/2024

Built and maintained client relationships, provided banking solutions, collaborated with internal teams to resolve issues, managed deposits, loans, credit cards, and investment products, and developed sales strategies to promote bank products.

Intern

6-month internship

Assisted in streamlining administrative processes, documented process time, and coordinated scheduling for team meetings and events, improving communication efficiency.

Administration

Talent HR Solution

Supported administration, documentation and Excel reporting.

Deputy Manager

Kotak Mahindara Bank LTD

1 yr 1 mo · Noida, Uttar Pradesh, India

Managing relationships with existing and new customers to enhance portfolio growth. Cross-selling financial products such as personal loans, credit cards, insurance, and investment products. Achieving monthly targets related to account acquisition, deposits, and insurance penetration. Conducting need-based financial discussions. Coordinating with internal teams to ensure smooth onboarding and service delivery. Ensuring compliance with KYC and RBI regulatory norms. Maintaining high levels of customer satisfaction and retention.

Channel Sales Manager

Kotak Mahindara Bank LTD

6 mos

Managed customer interactions through virtual banking channels. Ensured documentation accuracy and compliance. Coordinated with internal teams to resolve customer queries.

Relationship Manager

HDFC Bank

1 yr 7 mos · Delhi, India

Built and maintained strong relationships with clients to understand their needs and provide solutions. Collaborated with internal teams to deliver exceptional client service and resolve issues promptly. Managed a portfolio of banking products, including deposits, loans, credit cards, and investments. Developed and implemented sales strategies to promote bank products to clients. Conducted needs assessments to identify opportunities to upsell or cross-sell bank products. Collaborated with internal teams, such as credit and risk, to ensure smooth delivery of bank products. Monitored market trends and competitor activity to identify opportunities to enhance bank.

Executive

HDFC Bank

1 yr 7 mos

Built and maintained strong relationships with clients to understand their needs and provide solutions. Collaborated with internal teams to deliver exceptional client service and resolve issues promptly. Managed a portfolio of banking products, including deposits, loans, credit cards, and investments. Developed and implemented sales strategies to promote bank products to clients.