KAPIL GUPTA

Experience

• 

  Karvy Data Management Services Limited.

  May 2017 - Jul 2017

  Management Trainee
• 

  Axis Bank

  Jun 2018 - now

  Managing branch audit. • Cash, Fixed/Recurring Deposits, Gold loan. • Clearing inward & outward and DD/PO. • Verification of Cash, Transfer, RTGS/NEFT, DD entries. • Responsible for effective time Management and error less working of Branch. • Handling team of 4 people as direct reporting. • Promoting Sale of Life Insurance, General Insurance and Mutual Funds. • Selling Liabilities Product like Saving and current a/c, Fixed deposits, recurring deposits • Portfolio designing of Customer • Rendering suggestions to corporate and individual clients for buying tailor-made banking solutions based on their financial capability and needs. • Managing retail assets services in branch for new as well as existing loans like AL, PL, TW, OD and CC limit. • Building and maintaining healthy business relations with clients, ensuring high customer satisfaction matrices by achieving delivery & services quality norms. • Guiding and monitoring junior staffs in operational work. • Handling Front, Senior Citizens, Privilege Banking Desk. Show less • Handling branch operations as a backup to operations head • Working as Head Cashier in big branch and handling bulk cash on daily basis. • Handling daily cash activities- inward and outward remittance, collection of bulk cash of local banks not having chest. • Review daily Accounts Opening process for Current account & saving account and ensuring the branch adheres to KYC (Know your customer) and AML (Anti Money Laundering) norms at all the times. • Handled the role of operations in savings A/C, Current A/C and & NRI A/C. • Ensuring the perfection of customer documentation by random sampling to ensure quality norms. • Managing, Monitoring and resolution of all complaints, investigations, and customer’s requests that originates in branch. • Handling and making decisions regarding daily activities relating to banking process, Cash management - clearing and compliance with operational procedures and regulatory controls.• Ensuring the perfection of customer documentation by random sampling to ensure quality norms. • Managing, Monitoring and resolution of all complaints, investigations, and customer’s requests that originates in branch. Show less

  • Branch Operations Manager

    Jan 2024 - now

  • Deputy Manager

    Apr 2022 - now

  • Assistant Manager

    Jun 2018 - Feb 2023