Roy George Jacob, Assistant Branch Manager

Roy George Jacob

Assistant Branch Manager

HDFC Bank

البلد
الكويت - الكويت
التعليم
ماجستير, Finance
الخبرات
11 years, 8 أشهر

مشاركة سيرتي الذاتية

حظر المستخدم


الخبرة العملية

مجموع سنوات الخبرة :11 years, 8 أشهر

Assistant Branch Manager في HDFC Bank
  • الهند - كيرالا
  • نوفمبر 2017 إلى يناير 2019

• New acquisition value & number plan achievement for retail current accounts for the branch
• Managing the newly acquired customers during customer’s initial 6 months with the bank and monitor the portfolio
• Migrating the customers to digital banking and ENET
• Responsible for competition bench marking, opportunities and segmentation, product features and quality of portfolio acquired
• Ensure catchment profiling for the branch for Current Account potential
• Maintain continuous customer engagement through customer visits and proactively resolve customer issues
• Monitor large amount movements, account closures and ensure that customer does not attrite
• To ensure that all accounts opened in the month are activated as per product definition at the end of the next month
• Cross sell of other business products of the bank

Business Development Manager في OLICKAL GOLD LOAN
  • الهند - كيرالا
  • أكتوبر 2016 إلى أكتوبر 2017

• Promote asset and liability products and services and achieve monthly target by effective sales and marketing techniques
• Identify and utilize opportunities to cross sell other products of the bank
• Conduct market research, area mapping and actively seek out new sales opportunities through tele calling, networking, social media and other leads
• Plan and carry out sales and marketing activities in the assigned areas
• Participate in exhibitions and other local events on behalf of the bank with an objective of promoting the brand, product and services of the bank

Manager في SALAH AL MUBAYAD TRANSPORTATION EST
  • المملكة العربية السعودية - الدمام
  • فبراير 2011 إلى سبتمبر 2016

• Working with suppliers and customers, planning routes and scheduling delivery times and ensure carrier compliance with company policies for product delivery
• Direct inquiries to verify and resolve customer or shipper complaints
• Oversee the daily operations of the accounting department and enforce proper accounting methods, policies and principles and analyze accounting data and produce financial reports
• Managing the work of subordinate staff and drivers and making sure the operational targets are achieved
• Arranging vehicle maintenance and organizing vehicle replacements
• Managing contracts and developing new business by negotiating transportation prices
• Booking sub-contractors and ensuring they deliver within agreed terms
• Monitoring transport costs and other expenses and maintaining positive cash flow especially during economic slowdown

Financial Analyst في UNITED NETWORKS
  • الكويت - الكويت
  • مايو 2007 إلى ديسمبر 2010

• Assisted in the preparation of corporate and divisional budgets and coordinated with the department heads to link budget to strategic goals
• Preparation of cash flow statements
• Conducted pricing analysis for new products
• Created spreadsheets for cost and benefit analysis on existing products
• Participated in the Oracle E-Business Suite implementation
• Managed the migration of the budget for the whole group from MS Excel to Oracle Financials
• Maintained large, complicated sets of account-level data and performed all necessary data preparation and cleaning functions to minimize errors during migration
• Assisted in the preparation of period-end financial statements
• Performed monthly and yearly financial reconciliation and financial reporting
• Monthly financial review and presenting recommendations with supporting documentation

الخلفية التعليمية

ماجستير, Finance
  • في Mahatma Gandhi University (Kottayam)
  • ديسمبر 2006
دبلوم عالي, Business Administration
  • في Marian College
  • نوفمبر 2006
بكالوريوس, Business Administration
  • في Mahatma Gandhi University (Kottayam)
  • مايو 2002

Specialties & Skills

Teamwork
Customer Focus
Planning and Organizing
Bank Relationship Management
Leadership
TATA E.X. Next Generation
Oracle Discoverer
MS Excel
MS Word
MS PowerPoint
Oracle E-Business Suite - Oracle Financials

اللغات

الانجليزية
متمرّس
الهندية
متوسط
الملايام
اللغة الأم

التدريب و الشهادات

Introduction to Project Management (تدريب)
معهد التدريب:
Program Management Office of United Networks Company
تاريخ الدورة:
July 2007
Budgeting & Cost Control (تدريب)
معهد التدريب:
Pulsar Financial Training
تاريخ الدورة:
December 2009
Advanced Financial & Valuation Modeling (تدريب)
معهد التدريب:
Pulsar Financial Training
تاريخ الدورة:
June 2009
International Financial Reporting Standards (تدريب)
معهد التدريب:
Pulsar Financial Training
تاريخ الدورة:
November 2010
Master Financial Controller (تدريب)
معهد التدريب:
American Academy of Financial Management (AAFM)
تاريخ الدورة:
November 2008