Sample Banking CV - Banking CV Formats / Templates

Banking CV - Sample

Priyanka Sharma
Phone: +91-77********
E-mail: pri***
Career Objective
To secure a position with a well-established organization that will lead to a lasting relationship in the field of Finance/consultancy.
Work Experience
  • Currently working with SKT Bank, Mumbai as a manager in the Internal Audit Group.
Key responsibilities
  • Preparing and monitoring risk based audit plan for internal audit and concurrent audit of retail liabilities and assets branches.
  • Reviewing and monitoring processes, internal controls, risk and performances of bank units under retail liability group.
  • Monitoring and training to concurrent auditors (C.A. Firms) of SKT branches in respect of quality, norms and timely completion of assignments.
  • Identify and reporting the issues observed during the audit tot the management.
  • Streamlining the audit process, addition of new audit areas and establishing new approaches for audit.
  • April 07 – July 2008 Article Assistant ABC & CO.
  • April 06 – April 07 Audit Assistant R.G.N.PRICE & CO.
Key Activities Handled
  • Internal Audit.
  • Statutory Audit.
  • Finalisation of Books of Accounts.
  • Auditing and consultancy work.
Clients Handled
  • HCC National Highway – 76 project, Udaipur.
  • HCC Hydro Project at URI Sector (Sikkim).
Academic Background
  • CA Final from I.C.A.I in June 2008 with 58% marks.
  • CA PE-II from I.C.A.I in Nov 2005 with 57% marks.
  • CA PE-I from I.C.A.I in May 2004 with 58% marks.
  • B.COM from DU in 2003-2006 with 70% marks.
  • Secured second position in Commerce Stream in school.
  • Cleared all CA exams in first attempt.
Computer Knowledge
  • Well versed with MS Office.
  • Working knowledge of SAP – financial module, tally.
Personal Details
Date of Birth : 15th October 19**.
Languages known : Hindi, English (read, write and speak).
Hobbies : Reading financial magazines.
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Sample banking CV
Neelam XXX
Phone: (M)


-Young, energetic result oriented professional with over 6 years of experience in Banking Sector as Retail Operations & Process Manager and Relationship Manager.
-Possess extended expertise in Retail Banking Operations, Designing Investment Portfolio & Analysis, Forex Operations at branch level and Relationship Management.
-Possessing sound knowledge in end-to-end management of maintaining the portfolio of clients, increasing utilizations, acquisition of new customers etc.
-Research Aptitude backed with flair for information mining and analytical mindset to present information to enable critical decision making
-Deep understanding of financial domain with focus on meeting organizational objectives.
-Excellent communication skills and adroit at analyzing organizational requirements; highly ethical, trustworthy and discreet


-Retail Banking Operations
-Forex Operations
-Portfolio Management
-Business Analysis & Documentation
-Business Market Research
-Customer Requirement Analysis
-Relationship Management
-Project Management
-Information Management
-Detail Oriented
-Problem Identification / Analysis
-Dynamic / Strategic Planning

Work Experience

ABC Bank Ltd., Mumbai (Oct’XX-till today)
Retail Operations & Process Manager – Private Banking

Key Responsibilities:

-Managing a team of 9 Banking Advisors for effective client servicing and supervising the resolution of banking queries within the defined tat
-Identifying training needs in line with audit requirements and implementing the same through other divisions of the bank
-Ensuring all banking advisors are equipped with training plan and monitoring training progress of all of them
-Ensuring that PBG Manuals are updated at all points of time and released on quarterly basis
-Reviewing PBG processes and making changes to increase productivity, efficiency in the system and to minimise risk
-Performing regular audit across PBG Desk and ensuring that it is audit compliant. Highlighting the gaps to respective Regional Heads and National Sales Head
-Giving inputs/feedback for new product design/ offering & customisation/ up gradation of the existing product
-Managing queries and client complaint escalations and liaison with concerned departments for speedy and effective resolution
-Managing various credit operations including appraising proposals, conducting risk analysis & scrutinizing relevant documents before sanctioning loans
-Implementing competent strategies with a view to penetrate new accounts and expand existing ones for a wide range of banking products
-Managing retail & corporate FOREX operations; constant monitoring of the dynamics of FOREX markets to maximise profits
-Analysing requirements of clients and suggesting suitable services / solutions for their FOREX portfolio ensuring best returns
-Handling 100%FD backed bank guarantees & Letter of Credit and ensuring its timely closure and delivery
-Responsible for increasing the Trade and FX income and ensuring the customers are guided regarding the rates and charges
-Maximizing the inward & outward remittance deals by continuous interaction with NRI Clients & Import-Export Houses
-Coordinating with Treasury & Branches for Commission and Rates to be fixed in the system
-Increasing the CASA Balances by providing the customers a one-stop window for all his/her banking requirements
-Drive business development and support activities for new acquisitions through the identified channels
-Need based customer visit for resolving the client queries related to banking
-Generating the leads for cross-selling of Mutual Funds, Insurance & Private Equity
-Educating the customers regarding Cut off times and following the required procedures and guidelines
-Conducting structured visits to the focused branches and dive agreed actionable/activities along with- Branch Banking/Product team to meet business objective

ABCCo-op Bank Ltd., Mumbai (Mar’XX – Jun’XX)
Banking Executive

Key Responsibilities:

-Delivered quality service as per customers’ requirements with co-operative products and services generating sales
-Handled customer requests and instructions achieving quality processing with adherence to standards and procedures set by the company
-Handled operations involving Fixed Deposit Sections, Savings and Current accounts
-Accentuated earning revenues through cross selling of various products, managing On-line Transactions (ECS) and generating MIS of inflow & outflow transactions on daily basis
-Effectively resolved all issues handling investors / clients concerns and complaints
-Maintained cordial relations with customers to sustain the profitability of the business enhancing relationship value
-Participated in Six Sigma project with the concerned officers to provide better customer services


-Received Appreciation Letter from C.E.O as a Best Executive of the Year-20XX-XX


Proficient with Finacle in “Core Banking”, Finware-Iflex, Oracle Siebel CRM Applications and MS Office Tools


-Financial Markets Over-view- Debt, Equity, Derivatives & Options by CIEL
-General Banking / CC / OD / Negotiable Instruments / Banking Regulations and Income Tax
-Customer Service & Client Acquisitions Training For Relationship Managers.

Academic Qualifications

-Diploma in Treasury, Investment & Risk Management (Treasury & Forex) from XXX, 20XX

-P G Diploma in Business Administration (Finance) from XXX, 20XX

-Bachelors Degree in Management Studies (BMS – Marketing) from XXX College, Mumbai in 20XX

Personal Details:

Date of Birth:
Languages Known:
Sample banking CV 10-13-2012
Sample banking CV
Akshay XXX
Tel: Email:


Presently working as Relationship Manager Business Banking and looking after Business Banking requirements of the XXX Bank customers.
August 20XX onwards
Core Responsibilities

- Looking after the portfolio of Business Banking customers for Kanpur-Allahabad and Varanasi Cluster.

- Scoping of the Business Banking Clients to identify the needs and extending them Business banking products of HDFC Bank.

- Identifying the enhancement opportunities to the existing customers and providing them suitable solutions.

- Acquisitions of the new clients from scoping of Branches and from the market and their addition to the portfolio. Prepration of the Credit Approval Memos ,processing of the cases and

presentation of the cases to the credit and their followup till disbursements.

- Renewals of the facilities given to the existing clients.

- Cross Sell of different products to the existing client and deepening of Banking Relationship with the Bank.

- Organising training related to product to Branch Banking as well as staff of other verticals in order to increase acceptablity of the product with in the bank.


- Disbursement of Rs 4500 lacs in the month of December 2011, highest disbursement by any business Banking RM in India.

- Disbursement in all the branches of the territory in order to popularise the product not with in the bank but also achieving confidence of the branches in the product.

- Retention of the existing customers of Business Banking, no customer in my tenure has exited/taken over from the relationship.

Worked with MNO Bank Ltd, as Assistant Branch Manager(Retail Branch Banking).
June 20XX till July XX
-Core Responsibilities:

-Enhancing current account customer relationship for value buildup
-Acquisition of quality current account customers.
-Profiling of all new current account which is to be opened as per the process and quality.
-Handling all the queries related to CA products and redesignating it to the right one if it is not suiting the customer.
-Cross selling of liability and TPP to the existing portfolio customers.
-Servicing current account customers in terms of their requirements for business banking and doing liaising with different departments for their specific requirements like trade forex etc.
-KYC check of all the current account customers as per RBI guidelines.
-Headed entire branch operations in the absence of Branch Manager and driven sales for one month.

- Every current account customer has been sold at least two liability product in order to get a handholding in the entire banking relationship of the customer.
- Cross sold 8-10 number of Policies every month and overachieved TPP targets with good margin.
- Started trend of organizing customers meet regularly every month on second Saturdays to understand their service related issues and try to resolve them.


C.A Article ship - ABC - 19XX-20XX
B.Sc - ABC University - 19XX- 19XX


-IRDA Certified Insurance consultant.
-AMFI Certified

Date Of Birth:
Languages Known:
Sample banking CV 10-13-2012
Banking professional CV sample

Banking professional CV sample

Mobile: +91-95********

Career Summary

-Enthusiastic Banking Professional with 3 years of managerial experience.
-Excellent leadership and dynamism skills required to provide a quality service to the customers.
-Efficiency to drive product’s competitive edge.
-Thorough knowledge of the banking industry and its procedure.
-Ability to think smart and act accordingly.

Key Skills

-Excellent knowledge of Saving account, current accounts, mortgages and insurance.
-Comprehensive knowledge of government regulatory and compliances.
-Experience of handling large customer database.
-Ability to plan business strategies.
-Expertise in MS Office
-Overall responsible for cross sales like loans, credit cards.

Personality Traits

-Excellent presentation and communication skills.
-Highly motivated, ambitious and goal oriented.
-Excellent problem solving skills.
-Proven analytical skills.
-Good team spirit.

Professional Experience

“Company Name “-Place
Bank Manager
March 20**- Present

-Analyze the requirements of customers.
-Responsible for the marketing and selling of the various banks products.
-Timely check the customer accounts.
-Maintain the different departments in the ranch are working properly.
- Developing the targets for the products and achieving them.
-Recruit new staff members and provide appropriate trainings.

Company Name “-Place
Investment Banking Internship
Jan 20**- Aug 20**

-Collecting the requirements of the customers and suggesting them the appropriate loan schemes.
-Responsible for collecting all the required documents from the customer.
-Deal with customers issues and resolve complaints.
-Assisting customers for opening new account and suggesting them for credit cards.
-Analyze the branch management.
-Collecting sales information’s from different branches and prepares report.


-Awarded as “Best Branch Manager- PAN India” in 20**.
-Participated in Inter College Football in 20**.

Academic Qualifications

-MBA (Banking and Finance) from XYZ in 20**.
-B.B.M from XYZ in 20**.

Personal Details

Date of Birth: 19 Sept 19**.
Languages known: Hindi and English
Address: XYZ.
Ishita kispotta 09-4-2012