Ast.Branch Manager - Kotak Mahindra Bank Ltd - Pune
(2022-11)
- Morning Huddle on daily basis. Fortnightly Progress Summary and new product knowledge to the team.
- Critical Activities at BOM Desk
Manager - Kotak Mahindra Bank Ltd - Pune
(2022-09 - 2022-11)
- Morning Huddle on daily basis. Fortnightly Progress Summary and new product knowledge to the team.
- Allocated to service team daily sales target as per the required and profile.
- Focused on Cross Sales. Taken the appointment from Customer for sales call. Also financial planning of our HNI customer.
- Including investment, tax saving plan, retirement plan as per need.
- Updating and maintaining Attendance Register.
- Miscellaneous, key handling, Customer Complaint Handling & Other Action Mails.
- Inventory Issuance & Stock Register to be updated and verified on daily basis / Physical Stock.
- Locker Allotment, CASH, Non-cash Transition.
- Suspense Account Monitoring.
- Branch NPS Contribution Account.
- Transactions authorization including trade/forex.
- Legal Notices handling, AML Monitoring related, Daily RL Control Revert.
- Action on Escalation Mails.
- Reply to HO/other vertical/Audit related mail if any
- Critical Activities at BOM Desk
- BG Issuance and BG Stationery Stock & Tally.
- Issuance of Solvency Certificate.
- Settlement of Deceased Claim.
- Tallying physical Stamp papers against the Finacle GL.
- Supervision of Aadhaar Desk.
- Parichay Meeting contacted on monthly basis.
- Sales Target Achieve from self and Team members.
- Evening Huddle daily basis on the sale and Service team.
Deputy Manager - HDFC Bank Ltd. - Pune
(2018-02 - 2022-11)
- Relationship Building/Cross Selling
- Responsible for providing end-to-end solutions to HNI clients across all products and services
- To increase the profitability from set of customers by leveraging relationship to cross-sell products
- Acquisition: Executing successful micro-events for acquisition of new clients. Acquire new accounts from referrals from existing customers. Profiling Customers and provide financial products/ services such as remittance etc., to meet customer needs
- Service Delivery and Retention: Ensure top class service delivery to clients to be in line with the best in the industry. Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances
Assistant. Manager - PSB General Trading L.L.C - Mumbai/Dubai
(2015-03 - 2018-02)
- Maintenance Of Personal Records Of Employees, Attendance Records, Leave Records, Payments /Salaries, Purchase, New Appointments
Account Assistant - Muthoot Finance Ltd. - Malegaon, India
(2013-03 - 2015-03)
- General ledger posting.
- Make all Entries in system.
- Prepare Bank Reconciliation of Bank Account.
- Checking Gold and disburse the Loan make loan entry in system.
- Maintain all books of accounts.
- Sales Target of gold loan.
SFSM - ICICI Bank (Bancassurance) - Malegaon/Manmad, India
(2011-06 - 2013-01)
- To connect with Banks Existing Customers And New Walking Customer.
- Meeting And Explain The Insurance Product in detail.
- Training For Newly Launch Product to Bank Employees.
- To Create The System Of Business Development.
- Launching Local Contest For Every Bank Employee.
Jr.EXECUTIVE - Bartronics India Ltd - Pune, India
(2010-08 - 2011-04)
- Create Schedule Of Events.
- To Handle All The Admin Related Practices I.E. Maintenance Of Personal Records Of Employees, Attendance Records, Leave Records, Payments /Salaries, Purchase, New Appointments, Performance.
- Daily Expense.
