SAURABH KHANNA, CAMS

Experience

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  Standard Chartered Bank

  Jan 2004 - Jan 2007

  Chief Cashier ( Customer Service Executive )

  # Accountable for foreign currency transfers including transfers of funds from foreign currency accounts to rupee accounts or to other foreign currency accounts (Cross currency transfers).# Involved in the foreign currency issuance and acceptance in form of foreign currency notes and traveller cheques after completion all necessary documents# Identified and resolved customer & interdepartmental queries related to outward and inward remittances# Ensured maintenance of the teller and vault cash limits# Administered teller transactions# Developed valuable sales through customer service Show less

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  HDFC Bank

  Jan 2007 - Dec 2009

  Manager - Backup Branch Manager & PB Authoriser

  # Achieved the set target for CASA numbers, Book Value and TPP targets# Ensured per staff productivity parameters of 4 products are met on daily basis# Joint calls with RM, CANI and Direct Sales Team Mangers for HNI business.# Done Lobby Management to ensure every customer is properly attended and maximum business is generated from Walk in traffic# Submitted MIS reports to Cluster and Region Level Management# Handled projects like Depletion, Activation and Deepening# Performed KYC checking for CASA as well as handling activity like account opening# Authorized and administered deliverables desk transactions.# Handled activities pertaining to profile checking for CASA# Ascertained the execution of time management in team. Show less

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  YES BANK

  Dec 2009 - Dec 2014

  Operations Manager

  # Carried out KYC checking for CASA as well as handling activity like account opening# Managing and motivating the team to ensure smooth functioning of branch operations# Monitoring cash management services, ATM, clearing department, loans & advances department and deposits sections# Monitored and Audited accounts on basis of AML guidelines# Maintaining good rapport with the high value clients of the branch to ensure continual growth in business # Oversee sales of various banking products including Retail Banking, Credit Loan and Corporate Accounts# Maintained daily check BOD and EOD Branch reports# Administered Welcome Calling Exercise on a daily basis# Generated and submitting fortnightly reports related to Suspense a/c’s, TOD and LTR. # Conducted a check on Account Books on daily basis and confirm that the same is done as per laid guidelines.# Accountable for accuracy in teller transactions# Administering:o Vault & Cash Offload and Indent Operationso Managing inward and outward clearing operations Show less

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  Axis Bank Ltd

  Dec 2014 - Nov 2021

  Branch Head

  # Handling Branch Head profile for Retail Branch Banking. # Spearheading Liabilities as well as Assets Business Acquisition, Retention and Subsequent Cross Sell Opportunities# Building and maintaining healthy business relations with high net worth individuals and corporate clients, ensuring high customer satisfaction matrices by achieving delivery & service quality norms# Achieving of business and revenue target through portfolio growth and cross selling the bank product as well as third party product# Ensuring meticulous implementation of Know your customer and Anti-Money Laundering policies. # Identifying then addressing team training and development needs and providing effective trainings to improvise the staff Adherence to regulatory requirements# Reducing customer complaints through providing excellent customer service# Interpreting, analyzing and producing sales & financial data# Enhancing awareness of the company branch and brand# Liaising with the Marketing team to develop innovative marketing strategies# Communicating clear business messages to staff# Responsible for dealing with complex and diverse managerial problems Show less

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  YES BANK

  Mar 2023 - now

  Branch Manager