Branch Head
Axis Bank
Total years of experience :10 years, 0 Months
* Head of the branch having core responsibilities of achieving Segmental Budgets, handling a team of eleven.
* Handling existing client base managing & deepening the relationship providing them the best of services & investment advises.
* Achieving Revenue Budgets trough selling end to end solutions.
* Garnering the bulk deals like trusts, associations & co-operative banks.
* Organizing in & out house sales, promotional activities. Arranging internal sales competitions to motivate & encourage the team.
* Handling admin and supervision of operations, Audit & compliance.
* Directly reporting to Cluster Head.
November.2007 Axis Bank Ltd. Dahej Branch, Guj.
Branch Head
* Head of the branch having core responsibilities of achieving Segmental Budgets, handling a team of eleven.
* Handling existing client base managing & deepening the relationship providing them the best of services & investment advises.
* Achieving Revenue Budgets trough selling end to end solutions.
* Garnering the bulk deals like trusts, associations & co-operative banks.
* Organizing in & out house sales, promotional activities. Arranging internal sales competitions to motivate & encourage the team.
* Handling admin and supervision of operations, Audit & compliance.
* Directly reporting to Cluster Head.
* Wealth management, Third Party Distribution, selling of other liability & asset products were the major responsibilities.
* Leaded a team of four Team Members & running branch sales team reporting to the cluster head.
* Organized in & out house sales, promotional activities. Arranging internal sales competitions to motivate & encourage the team members.
* Managed Preferred Banking desk, providing best of services to the high net worth customers to build & enhance relationship.
* Aggressively cross selling of retails products & third party products like Mutual Funds, Life Insurance & Non-life Insurance.
* Handled IPO financing procedures, preparing & processing the secured advances proposals(Loan against securities, mutual fund, life insurance)
* Also handled cash transactions as a back up cashier, had exposure in other banking operational aspects like clearing both Inward & Outward, CMS clearing, supervision of clearing operations & Demat transaction.
April.2007 Kotak Mahindra Bank Ltd. Surat Branch, Guj.
Relationship Officer.
* Wealth management, Third Party Distribution, selling of other liability & asset products were the major responsibilities.
* Leaded a team of four Team Members & running branch sales team reporting to the cluster head.
* Organized in & out house sales, promotional activities. Arranging internal sales competitions to motivate & encourage the team members.
Sept.2004 IDBI Bank Surat Branch, Guj.
Relationship Officer (Preferred Banking)
* Managed Preferred Banking desk, providing best of services to the high net worth customers to build & enhance relationship.
* Aggressively cross selling of retails products & third party products like Mutual Funds, Life Insurance & Non-life Insurance.
* Handled IPO financing procedures, preparing & processing the secured advances proposals (Loan against securities, mutual fund, life insurance)
* Also handled cash transactions as a back up cashier, had exposure in other banking operational aspects like clearing both Inward & Outward, CMS clearing, supervision of clearing operations & Demat transaction.
* Handled cash transactions both payment & receipt.
* Handled retail front desk
March 2004 Development Credit Bank Vapi Branch, Guj.
Teller Service Executive
* Handled cash transactions both payment & receipt.
* Handled retail front desk.
* Perusing Distance Learning MBA from Symbiosis, Pune.