Asstt Branch Manager (BOM) at Suryoday Small Finance Bank (2025-12 – Present)
Experience at Branch Includes
- Handled Retail Banking operation as a Branch Operation Manager, monitoring transactions on daily basis.
- Authorize cash entries, fund transfer entries and RTGS/NEFT.
- Successfully handling AOF Checking.
- Successfully handling instruction process.
- Leads Generation for CASA (Current A/C And Saving A/C), Deposits / Insurance.
- Successfully achieved all designated target of Audit, Compliance.
- Monitoring AML Activities and reporting of suspicious transaction.
- Ensure that the customer query is attended to and resolve the same in an efficient manner and responsibility of processing customer instructions (Service Requests) within the stipulated TAT which leads to customer satisfaction.
- Responsible for providing best in class service and query resolution to the customers of the bank proactively and converting service opportunity into a sales opportunity.
- Have contributed to improving the Branch Ratings and Service – Quality score cards by ensuring timely, quality and satisfactory service to bank vide customer.
Branch Operations Manager (BOM) at Axis Bank Ltd (2021-06 – 2025-12)
Experience at Branch Includes
- Handled day to day activities at Branch
- Customer relationship management for better business opportunities.
- Handled complex customer requirements and advising the proper solution.
- Keeping records of branch deliverables to ensure customer satisfaction.
- Managing mapped customer base as well as walk-in customers for better business opportunities.
- Maintaining daily reports and records while ensuring compliances.
- Working with auditors for getting all the transactions/ services audited.
- Obtaining necessary approvals within TAT from head offices.
- Maintaining the CRL and other branch rating parameters to ensure good Branch Health Index.
- Reconciliation of office accounts daily to ensure no long pending items are outstanding.
- Selling of various banking products like Term and Demand deposits, Life, Health and General insurances, Retail Assets and other investment options.
- Played a vital role in Securing GOOD rating of Branch in all Audit Reports.
- Resolved all the customer queries raised to Nodal office with complete satisfaction.
- Generate MIS for cluster and publishing it to the senior management to facilitate quick decision making.
Relationship Officer at Canara HSBC OBC Life Insurance (2020-04 – 2021-04)
- To Sell Insurance Products Through The Assigned Bank Branches By Building Long Term Relationship With The Bank & Providing Complete After Sales Services To Clients.
- Accept Leads Generated From In-Branch Lead Generators As Well As Warm Leads Provided By The Bank From The Database As Well As Generate Own Leads. Make Appointments, Explore The Customers' Financial Needs In Life-Related Investment And Insurance Needs Areas, Select Appropriate Product To Meet These Needs From The Company'S Product Range, Gain Customer Agreement To Purchase, Accurately Complete Sales Documentation.
Sr.Executive (Branch Head) at Adarsh Credit Cooperative Society Ltd. (2012-04 – 2019-07)
Company Profile- Adarsh credit cooperative society is a multistate credit cooperative society Generate revenues through attractive commission structure, Secure & improve the living standards by reaching possible technology driven financial services, works like NBFC and Banks
- Coordinating complete branch operations for smooth functioning and mobilizing Advisors, CASA, Fixed deposits, Savings Products & Insurance etc.
- Achieve incremental targets for CASA, Fixed Deposits, RD/SIP, Daily Deposit Schemes (DDS), All Insurance, Membership, Advisors Targets etc.
- Conducting the product promotions, new product launches seminars & exhibitions related to the product.
- Maintaining excellent relations with Advisors, Members and clients to generate for additional business.
- Ensuring speedy resolution of queries / grievances to maximize satisfaction levels.
- Classifying new Markets and tapping profitable business opportunities.
