Lokender Singh

Experience

• 

  Axis Bank

  Aug 2015 - Jan 2020

  Manager - Branch Banking Operations

  # Overall Retail branch banking operations & Trade Finance.# Responsible for branch clearing activity.# Verifications of cash vouchers & all other financial transactions including NEFT/RTGS , DD , Transfers.# Taking care of Forex transactions which includes outward remittance’s & issuance of Multi-currency forex cards. # Responsible for scrutiny of account opening forms to ensure that they are KYC compliant.# Deeply involved in Branch business generation by cross selling products such as Mutual funds , life insurance , general insurance , demat accounts etc.# Ensured Branch Operations are carried out as per laid down processes and procedures of the bank.# Resolving all client queries related to their accounts , cards , payments etc.# Handling the client portfolio of more than 350 customers.# Responsible for smooth functioning of the branch. Show less

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  Kotak Mahindra Bank

  Jan 2020 - Feb 2021

  Relationship Manager | Affluent Banking

  # Maintained knowledge on banking products and distribution to provide optimal service support.# Coordinated with teams and assisted clients in providing optimal financial advice on various banking products.# Creating opportunities for cross-sell on third party products Mutual Funds, Life Insurance, General Insurance, Asset Products, Cards & other transaction fee generating products.# Deeply involved in Acquisition of high value CA-SB Accounts.# Monitored client requirements, identified prospective opportunities and assisted in increasing revenue.# Analysed financial products and recommended appropriate products to clients. # Managed all products inquiries for clients and provided direct solutions.# Responsible for deepening of existing relationship through cross sell and upsell of products and services. Show less

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  IDFC FIRST Bank

  Mar 2021 - Jan 2024

  # Manage Service & Operations of Flagship Branch.# Review Branch Operations Reports and Control Reports.# Responsible for updating regulatory display items for the branch.# Maintain good Branch Service Index (Service Standards Score Card) & Branch Health Score Card (Operations Score Card) on Monthly basis.# Track & Close Attachment Orders and Regulatory Notices i.e. receiving Notices Arranging required data & submission to the Authority in prescribed timelines.# Track & close CRM for the Branch (virtual queries/complaint resolution & Leads assignment & closures)# Co-ordination with Operating Agencies and Branches on day-to-day basis.# Quality check for all Financial (FD RD Account opening) and Non-Financial (accounts maintenance) instructions to ensure quick processing at Back-end.# Track Branch Leads, allocation and closure to participate in Branch Book improvement & profitability.# Efficient management of Teller Counter for Cash & Non Cash Transactions.# Efficient Lobby Management for Service related requirements of Branch Customers.# Submission of Cash & Non Cash reporting for the Branch on time & ensure frequent monitoring of all over-aged cases (deferrals, TODs etc.) Show less

  • Branch Manager

    Mar 2023 - Jan 2024

  • Deputy Branch Manager

    Mar 2021 - Mar 2023
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  YES BANK

  Jan 2024 - now

  Assistant Vice President_Branch Manager