Jaspreet Singh
@jaspreetsingh18
Personal Banker at HDFCBank who managed customer accounts across banking, insurance, investments, and loans.
IndiaWhat I'm looking for
At HDFCBank, I managed customer banking relationships and coordinated account requirements across banking products, insurance, investments, and loans. I reviewed customer financial information, maintained accurate records, and resolved service requests in line with banking procedures and internal controls.
At PNB MetLife, I supported financial planning activities and analyzed customer financial profiles for financial and insurance recommendations. Earlier, at Concentrix, I processed insurance documentation and investigated policy queries; I also organized social welfare and environmental initiatives as Vice President of the Social & Eco Club.
Experience
Work history, roles, and key accomplishments
Personal Banker
HDFC Bank
Jun 2024 - Sep 2026 (2 years 3 months)
Managed customer banking relationships and coordinated account-related requirements across banking products, insurance, investments, and loans. Reviewed customer requirements and financial information to support appropriate financial product and service solutions.
Finance Intern
PNB MetLife
May 2023 - Jul 2023 (2 months)
Supported financial planning and operational activities alongside senior finance professionals. Analysed customer financial profiles to support recommendations for suitable financial and insurance solutions.
Processed insurance-related documentation and supported end-to-end customer operations in accordance with defined procedures. Investigated policy renewal, modification, and coverage queries using available research and comparison tools.
Education
Degrees, certifications, and relevant coursework
Bharati Vidyapeeth Institute of Management and Research
MBA, Finance and Operations
2022 - 2024
Grade: CGPA: 9.32/10
Activities and societies: Vice President, Social & Eco Club; organized social welfare and environmental initiatives.
MBA in Finance and Operations with a CGPA of 9.32/10.
University of Delhi, Rajdhani College
B.Com (Hons.), Commerce
2017 - 2020
Grade: 75% (First Division)
Bachelor of Commerce (Hons.) with 75% (First Division).
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Salary expectations
Job categories
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