Branch Operations Manager
AXIS BANK
Total years of experience :16 years, 6 Months
Authorization of PB and Teller Transactions
•Ensure quality processing and customer service levels
•Lead the Customer Service Team.
•Ensuring regulatory and procedural compliance
•Audit of the branch
•Handling clearing function.
•Vault / Key custodian
•Responsibility as backup to branch manager.
•Customer Orientation through cross-selling of Investment products, mainly Mutual Funds & Life Insurance.
•Generating leads for asset business (LAP, HL, LAS) processing.
•Ability to manage and motivate front office staff
Maintaining relationship with a selected set of Branch Banking clients throughout the financial year.
•Providing financial updates, viz. related to Equities, Mutual Funds, Insurance (Life and General) and Loans (Personal Loan, Home Loan, Loan Against Securities, Auto Loan, Education Loan, Loan Against Properties).
•Helping clients actively in designing their Investment Portfolio on customized basis.
•Increasing clients’ relationship size with the bank and also to see that clients’ status get upgraded to next level (Business Banking).
•Organizing HNI meet on any set agenda and presenting new products e.g. NFO from time to time.
•Maintaining daily MIS and sending MTD report to the Business Manager for sales report co-ordination.
•Acquiring New To Bank clients on the basis of reference given by existing set of clients
Achievements:
•Ranked 1st in the Entire Zone for achieving CASA target of 50 Lacs in June 2011
•Opened 30 saving account against a target of 15 accounts in February 2011 - 200 % achievement in February 2011.
•Recorded Gold sale of INR 2, 50, 000/- in a week’s time in Nov 2010.
•Achieved 120% of life insurance targets in the last financial year
Maintaining relationship with a selected set of Private Banking clients throughout the financial year.
•Providing financial updates viz., related to Equities, Mutual Fund and Insurance (Life and General).
•Helping clients actively in designing their Investment Portfolio on customized basis.
•Taking responsibilities for clients’ relationship size with the bank and also to see that clients’ status get upgraded to next level.
•Organising HNI meet on any set agenda and presenting new products e.g. NFO from time to time.
•Maintaining daily MIS and sending MTD report to zonal and regional heads for sales report co-ordination.
•Acquiring NCA clients on the basis of reference given by existing set of clients.
•Handling a team of FCs for the fulfillments of leads and to assure that targets are met
•Giving Information about Life Insurance to the customer, Co-ordinating with sales team, solving customer Queries Arranging medicals for clients &Handling office routine work.
•Following up with Bancassurance for branch pending and persistency.
•Providing after sales services to the customer and ensuring proper policy servicing.
Professional Achievements
•Top performer award for Insurance Premium in Kotak Life Insurance.
Responsibilities:
•Managing Total cash transactions in Bank. Inter Bank Fund Transfer, Taking Care of Balance In Vault
•RTGS (Real Time Gross Settlement), NEFT(National Electronic Fund Transfer)
•Concentrating on Customer satisfaction and Customer Service, handling Customer Request.
•Generating leads over the counter.
•Actively source deals in Fixed products, Wealth management products (MF, GI, LI) and various Asset products introduced by the Bank
•Handling a team of 10 Executives to promote a business.
•Interacting with the HNI customers for all their banking as well as the investment needs. And responsible for the relationship size with the bank of the customers
Analyse the Assesee For Computation for income tax.
Identified the slab in which Assessee is coming
Formulation of Income-Tax
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