YB

Open to opportunities

Yogita Bamotra

@yogitabamotra

Customer Service Officer in banking, focused on credit-department documentation, data management, and customer support excellence.

What I'm looking for

I’m looking for a growth-focused banking role where I can use my customer service and credit-department experience, handle post-disbursal documents, and contribute to professional and organizational goals while continually improving through learning.

I’m a Customer Service Officer (CSO) in Axis Bank (March 2023 to till date), and I bring a customer-first approach with a strong bias toward accuracy and follow-through. Earlier, I worked at ICICI Bank as a CPA (Credit Department) in Retail Assets credit (April 2022 to February 2023), strengthening my understanding of credit workflows and post-transaction responsibilities.

I’m experienced in Post Disbursal Documents (PDD) and in Initiating FI and Data Management. I’m goal oriented, very focused towards works, and I possess a strong ability to learn—so I can quickly improve processes, communicate clearly, and support both customers and the organization in achieving professional and organizational goals.

Experience

Work history, roles, and key accomplishments

AB

Current

Customer Service Officer

Current

Axis Bank

Mar 2023 - Present (3 years 3 months)

Served as a Customer Service Officer at Axis Bank, supporting customer service operations from March 2023 to present.

Customer Service Customer Support Communication Coordination Data Management Data Entry Learning Agility Service Operations

IB

Credit Department Associate

ICICI Bank

Apr 2022 - Feb 2023 (10 months)

Worked as a CPA in ICICI Bank's Retail Assets credit department, handling post-disbursal documents, initiating FI, and managing related data.

Credit Administration Retail Assets Credit FI Initiation Data Management Document Processing Coordination Communication Client Records Compliance Support

Education

Degrees, certifications, and relevant coursework

PC

Punjab University, Chandigarh

Bachelor of Commerce, Commerce

Grade: 67%

Completed B.Com with 67% from Punjab University, Chandigarh.

PP

Punjab School Education Board (PSEB)

+2, Higher Secondary Education

Grade: 76%

Passed the +2 examination with 76% from P.S.E.B., Mohali.

PP

Punjab School Education Board (PSEB)

10th, Secondary Education

Grade: 80%

Passed the 10th examination with 80% from P.S.E.B., Mohali.

Tech stack

Software and tools used professionally

Gmail

Objective

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