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Pragati Yadav

MBA Finance | Banking & Financial Analysis | Excel & Data Analysis | Aspiring Relationship Manager / Banking Professional.

Indore

2+ years of work experience

Freelance
Nov 20241 yr 8 mosPresent

Central Bank of India
Jul 20253 mosSep 2025

Key Skills: punctual deciplined result oriented hardworking Communication Skills regulatory and compliance knowledge problem-solving ability teamwork and collaboration time management and organization. The Central Bank Of India, established in 1911, is one of India's oldest and largest commercial bank. It was the first Indian commercial bank wholly owned and managed by Indians. Headquartered in Mumbai, it operated a vast network of branches across the country, offering services like deposits, loans, insurance, and digital banking. The bank plays a key role in financial inclusion, rural development, and government-sponsored schemes. *Open customer bank account using E-KYC (Aadhaar-based verification). *Facilitate money transfer (domestic remittances, AEPS). *Assist customer with deposits, withdrawals and balance inquiries. *Promote and cross-sell bank products (insurance, pension schemes like- PMJJBY, PMSBY, APY). *Help customers receive subsidies, pensions or government scheme payments like- DBT. *Ensure compliance with KYC, AML and other regulatory norms. *Maintain transaction records and ensure daily reporting to the bank. *Educate customers about digital banking and financial literacy. *Support loan application processes by guiding customers on required documents and basic eligibility criteria for retail banking products. *Coordinate with branch staff to ensure smooth day-to-day banking operations and timely customer service. *Monitor cash handling activities and maintain accuracy in transaction processing to ensure operational efficiency.

Education

Internshala Trainings

Financial modeling and valuation certification course, Financial modeling and valuation

Internshala Trainings

Medicaps university

Master of Business Administration - MBA, Finance and Financial Management Services

Medicaps university

20242 yrs2026

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Headline

MBA Finance | Banking & Financial Analysis | Excel & Data Analysis | Aspiring Relationship Manager / Banking Professional.

About

MBA Finance graduate with strong interest in banking, financial analysis, and customer relationship management. Skilled in MS Excel, financial data analysis, and dashboard creation. I am looking for opportunities in banking and financial services where I can apply my analytical skills and contribute to customer-focused financial solutions. Interested in roles such as Relationship Officer, Banking Associate, or Financial Analyst.

Location

Indore

Work experience

Job seeker at Freelance, Nov 2024 - Present · 1 yr 8 mos

Management Intern at Central Bank of India, Jul 2025 - Sep 2025 · 3 mos, Key Skills: punctual deciplined result oriented hardworking Communication Skills regulatory and compliance knowledge problem-solving ability teamwork and collaboration time management and organization. The Central Bank Of India, established in 1911, is one of India's oldest and largest commercial bank. It was the first Indian commercial bank wholly owned and managed by Indians. Headquartered in Mumbai, it operated a vast network of branches across the country, offering services like deposits, loans, insurance, and digital banking. The bank plays a key role in financial inclusion, rural development, and government-sponsored schemes. *Open customer bank account using E-KYC (Aadhaar-based verification). *Facilitate money transfer (domestic remittances, AEPS). *Assist customer with deposits, withdrawals and balance inquiries. *Promote and cross-sell bank products (insurance, pension schemes like- PMJJBY, PMSBY, APY). *Help customers receive subsidies, pensions or government scheme payments like- DBT. *Ensure compliance with KYC, AML and other regulatory norms. *Maintain transaction records and ensure daily reporting to the bank. *Educate customers about digital banking and financial literacy. *Support loan application processes by guiding customers on required documents and basic eligibility criteria for retail banking products. *Coordinate with branch staff to ensure smooth day-to-day banking operations and timely customer service. *Monitor cash handling activities and maintain accuracy in transaction processing to ensure operational efficiency.

Education

Financial modeling and valuation certification course, Financial modeling and valuation, Internshala Trainings

Master of Business Administration - MBA, Finance and Financial Management Services, Medicaps university

Pragati Yadav - Job seeker in Indore | Tal