Operation Head - Axis Bank Ltd
Responsible for the day to day operations of a branch, including ensuring that it meets performance goals, adheres to regulations, and provides excellent customer services.
Senior Officer (Branch Operation Manager, Personal Banking & operation) - Esaf Small Finance Bank
(2019-12 - 2022-05)
- Achievement of monthly CASA targets
- Achievement of monthly General Insurance Targets
- Achievement monthly LI targets
- Achievement of MF business
- Cross sell all third party products of the Bank
- Achievement of FD and RD targets
- Achievement of SIP targets
- Monitoring all parameters of service quality
- Ensuring least TAT delays
- Handling referrals effectively
Junior Officer (Teller, Personal Banking and operation) - Lakshmi Vilas Bank Ltd
(2018-10 - 2019-11)
- Monitoring Audit / compliance of the branch
- Handling cash transaction with accuracy and error free
- Handling Non-Cash transactions like NEFT, RTGS, DD/MC, Fund transfer etc.
- Handling cheques and timely checking of cheque drop box for outward clearing
- Vault custodian
- Timely opening and closing of teller batch
- Handling Tatkal kit effectively
- Completion of customers instruction within TAT
- Monitoring high transacting Account and controlling it if not in line with the profile
- Customer service to ensure walk in customers issues
- Selling of Investment products like Mutual Fund, Insurance & Current account & Saving account
- Managing Operations like A/c opening, Fixed Deposit, and Forex etc.
- Handle all Deliverables Register
- Pin Custodian
- Various report Generation & filing
- Enhance the value of existing accounts of Current account & saving account customers
- Generate business and cross sell all products and services of the Bank
- Responsible for cash and customer transactions
- Cash Receipts, Deposits & Payments
- Cash balancing
- Handling Non-Cash transactions like NEFT, RTGS, DD/MC/TC, Fund transfer etc.
- Register updation on EOD Cash position, Instruments Issued etc.
- Monitoring TOD accounts
- FD booking with zero error
- Lobby management
Assistant Manager - Hdfc Bank Ltd
(2014-10 - 2017-08)
Sales profile
- Opening of current account and saving account
- Responsible for acquisition through direct sales to walk-in as well as referrals from walk-in customers
- Cross Selling to existing clients with numerous offers like MF, INSURANCE, Forex, FD, SHARES
- Review daily accounts opened, report and update SS cards with account number
- Branch administration, reduction in account attrition & closures
- Deepening of relationship with existing customers who walk-in, through cross sell of all products and services
