Experience

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  Aegon religare life insurance company limited

  Oct 2008 - Dec 2009

  Relationship manager

  • Responsible for selling life insurance policies to new as well as existing clients.• Suggested the amount and type of coverage according to the analysis of client's situations and utilized influential sales techniques.

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  Hsbc

  Jan 2010 - Jun 2010

  Acquisition manager

  • Deal in Acquisition of Premier Accounts, assuring good quality accounts by targeting profiled customers like Directors, CEOs, Chairman, Self-Employed, etc.• Undertaking initiatives to deliver higher & instant revenue to the bank through cross-selling of Branch Banking, Wealth Management products and Home Loans.

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  Ing vysya bank limited

  Jul 2010 - Jul 2011

  Sales manager - forex

  • Acquisitions of Corporate and new clients across all segments.• Establish, maintain and manage relationships of customers with Forex exposures in the Retail and Business Banking segments.

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  Ing vysya bank

  Aug 2011 - Apr 2012

  Sales manager forex

  • Acquisitions of Corporate and new clients across all segments.• Establish, maintain and manage relationships of customers with Forex exposures in the Retail and Business Banking segments

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  Hdfc bank

  Aug 2012 - Jun 2014

  Nri relationship manager

  • Managing the NRI books as assigned, advice on various transactions from FCNR, NRE, NRO, Inward & Outward Remittance, Forward Cover (Rupee Max & FCY Max), Mutual Funds, Insurance & Offshore Products.• Financial planning services for the customers for short-term & long-term future goals.• Acquiring new clients, upsell & product penetration in the existing base.• Cross-selling the Bank Asset Products as well. (Home Loan, LAP, LAS, Vehicle Loan)

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  Axis bank

  Jun 2014 - May 2016

  Branch sales manager

  • Managed Team of BDEs and Ensured Best Productivity for NTB CASA, TPP & Retail Loans.• Managed Institutional Business – Acquired TASC & Government A/Cs for increasing the Branch Book.• Self-Acquired Premium Accounts (Priority & Burgundy) to enhance SA Book Size of the Branch.• Mentored and Trained New BDEs & Existing BDEs on CASA Products & Cross-Sell Products.• Ensured Strong Controls for Quality Acquisition of NTB CASA.• Provided Prompt and Accurate Information to Senior Management on Individual Performance.• Monitored Target vs. Achievement of Branch Team.• Ensured to Achieve CASA NTB NOA Budget and CASA NTB MAB Budget for the Branch. Show less

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  Icici bank

  May 2016 - Feb 2021

  • Leading the growth of the bank's business at the branch level through Business Development, Smooth flow of Banking Operations and transactions, Revenue Generation, Profit Maximization, Cost Management and Customer Acquisition and Retention.• Ensuring overall branch profitability and performance against defined financial metrics in the branch scorecard.• Ensure implementation of growth strategies to generate sales across core banking products including loans, Mutual funds, current and savings accounts, term deposits, and third-party products.• Developing the business prospects in the branch vicinity by scouting for avenues to expand advanced portfolio qualitatively & quantitatively.• Conducting internal process audits & process reviews; ensuring strict adherence to the process parameters/systems as per defined guidelines thereby achieving a high-quality customer experience. Show less • Ensures compliance with established internal control procedures by examining records, reports, and operating practices and ensuring procedures, policies, legislation, and regulations are correctly followed and complied with.• Ability to identify risk, avoid scope creep and work out mitigation for the same along with capacity building and manpower management.• Ensuring timely redresses of the grievances of customers as per grievance redresses guidelines and inform the Manager of instances requiring his/her personal attention.• Managing in holding staff meetings, convening the customer service meetings every month, customer meets, escalation management, and other developmental activities. Show less

  • Branch Head

    Jun 2017 - Feb 2021

  • Branch Manager

    May 2016 - May 2017
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  Kotak mahindra bank

  Feb 2021 - now

  Branch head

  • Managing banking operations inclusive of implementing short/long term plans• Ensuring compliances to rules and regulations of the bank including latest circulars and notifications by the regulator.• Implementing policies/procedures for all round development of the bank as well as reducing overall costs to the bank.• Managing customer centric operations• Interfacing with clients for understanding their requirements and cultivating relations with them for customer retention and securing repeat business.• Leading, mentoring and monitoring the performance of the team members to ensure efficiency in process operations and meeting of individual and group targets.• Responsible for supervision and management of HNI relationships, ensuring branch profitability and achievement of branch business budgets. Show less