Prem Yadav
Ex Deputy Manager-1, ICICI Bank
About
Highly experienced and dedicated banking professional with 15 years of experience in providing tailored financial services and advice to high net worth individual clients. Proven ability to develop long-term relationships with clients, build loyal customer base and provide exceptional customer service. Skilled in portfolio management, developing and executing optimal financial strategies and risk management.
Dedicated and detail-oriented banking professional with expertise in bank office operations, KYC verification, transaction processing, account reconciliation and compliance. Seeking a responsible and growth-oriented position in a reputed bank or financial institution.
Experience
Deputy Manager-1 (DM-1) - ICICI Bank Ltd - Rajasthan & Punjab
(2021-10 - 2025-10)
- Managed a portfolio of high net-worth clients, providing personalized financial solutions and investment advice
- Supervised branch back office operations and daily banking activities
- Managed KYC verification, cheque clearing, CTS/non-CTS cheques and account verification
- Ensured compliance with internal guidelines and RBI regulations
- Handled customer requests including account changes, mobile number updates, cheque book issuance and account closures
- Coordinated approvals with Regional Head and Zonal Head office
- Supported junior staff and ensured smooth operational workflow
- Customer documents verify, signature photo match, branch manager tracking, approval from regional head and zonal head office
- Return KYC cheque handling if required, KYC update, customer documents checklist verify
- Physical verification, locker operation, record keeping, account closure or line marking
- Customer complaint tracking and resolution, cheque deposit/clearing entry, cheque return reason check
- Daily handling of customer requests for mobile number change, name change, cheque book request, and KYC saving and current account
- Used Insta banking machine at branch daily to transfer cheques through NEFT/RTGS/Transfer
Assistant Manager - Branch Banking - ICICI Bank Ltd - JDA Colony Branch, Jaipur
(2019-01 - 2021-01)
- Developed and implemented all customer and wealth management strategies to optimize client's financial goals
- Managed branch operations and customer service delivery
- Conducted physical verification, locker operations, and document check
- Handled customer complaints and ensured timely resolution
Senior Officer - Regional Processing Center - ICICI Bank Ltd - Jaipur, Rajasthan
(2015-01 - 2018-01)
- Advised clients on various investment opportunities, including stocks, bonds and mutual funds
- Worked at Regional processing center handling bulk banking operations
- Data entry and modification, verification of customer saving account opening applications, account creation and KYC documents
- Managed cheque clearing, reconciliation and compliance checks
- Received Best Hard work & Good discipline Awards (2013) from ICICI Bank Ltd RPC head for good job
Junior Officer - Regional Processing Center - ICICI Bank Ltd - Raja Park, Jaipur
(2011-03 - 2015-01)
- Handled back office current account, special saving account of 100 applications post checking
- Achieved a 20% increase in assets under management within the first year
- Responsible for day-to-day operations and administration of the Branch, ensuring strict compliance with Bank's policies and procedures
- Responsible for branch operations and service delivery to customers of designated branch in rural network
- Data entry of application forms, creation of customer IDs, accounts, etc.
- File/document checking including KYC checking, application forms
- Performing critical field report (CFR), maintaining CFR file & update
- Update CFR (Critical field report) status on daily basis - name, signature, PAN no, TDS account exemption
- Work on banking department systems including non-employee enrollment system with unlimited bank account number updates and 15G/15H documentation
Senior Executive-1 - Regional Processing Center - ICICI Bank Ltd - Jaipur, Rajasthan
(2008-04 - 2010-01)
Received best good hard working appreciate the hard work done, and good discipline award 2009 from ICICI Bank Ltd RPC head for good job.
Education
Bachelor of Arts - Economics, Public Administration, Political Science - University of Rajasthan (2001-01 - 2001-01)
Senior Secondary Education (12th Standard) - Advanced Hindi, Political Science, Economics - Board of Secondary Education Rajasthan (1998-01 - 1998-01)
Diploma Certificate - Computer Applications - Divine Institute of Information Technology
National Computer Literacy Programme - Computer Fundamentals and Operating System - Rajeev Gandhi Computer Sakshrata Mission (RGCSM)
