Branch Manager
Yes Bank Ltd
Total years of experience :14 years, 0 Months
Branch Management, Investment Banking, Wealth Management, Profitability, Team Management, Product Sales, Operations
Handling the branch sales & operations
Team Handling
To make branch profitable & cost control
Portfolio & Wealth Management
Monitoring the branch operations
Audit & Compliance handling
Cash flow monitoring
Wealth Management
Cross selling of other investment products
Monitoring the CASA value
Branch Profitability
Staff Management
Handling Life & Non-Life Insurance
Handling the operations (front office & back office) of the entire kerala region branches
Handling the team (including Operational Executives & Dealers - both equity & commodity)
Coordination with Head office for the support of branches.
Handling the compliance, KYC & Risk Management of all the branches of kerala.
Financial Advisory to NRI Clients
Cross Selling other financial instruments for NRI’s
Updating RBI circulars related to NRI’s
Looking after the revenue part of the department
Handling the team (including Sr. Business Development Manager, Relationship Managers, Operational Executives, HNI Dealers)
Motivating the team to develop the business.
Attending meetings with banks & financial institutions
Making strategies to bring more revenues to the company
Clearing the queries of the clients
Handling complete staff management of all the kerala branches.
Completed MBA in finance in Institute of Business Management & Research (University of Pune)