Abhishek Sarvagya
Pune
Summary
Experienced Business Analyst with over 10 years of experience in strategic process improvement, operational enhancements, and staff development. Proficient in operations management, compliance, and customer relationship building. Skilled in core banking operations, including retail banking, corporate banking, capital markets, and wealth management advisory services for high-net-worth individuals. Strong knowledge of digital banking, forex products, processes, audits, and compliance. Seeking a position to contribute to organizational success and further professional development. Recognized as a seasoned leader who drives business growth and enhances team performance through industry expertise and resourceful approach.
Overview
7
7
years of professional experience
6
6
Certifications
Work History
Branch Head
Axis Bank Ltd
Pune, MH
02.2023 - 09.2024
- Increased overall annual sales by 45 % by incorporating several quality process improvements within the branch
- Part of a project to evaluate and mitigate third-party risks, resulting in a 20% reduction in compliance issues
- Providing Investment advisory services to High Net worth Individuals and corporates
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations
- Maintained friendly and professional customer interactions
- Met deadlines by proactively managing individual and team tasks and streamlining processes
- Coordinating with various teams and analyzing banking transactions and client online behavior to capture sales opportunities, access unusual transactions with regards to compliance with AML and KYC norms, gather information, and update compliance
- Disseminating the product information to the customer and team members Facilitate migration of the customers to digital platforms
- Bank's In-house App Development (ADI based on AI) - acting as a bridge between the testing team and the end users
- Functional testing of Siddhi App
- Testing Functionalities of Payments, deposits, transfers, and general banking operations
Branch Head
ESAF Small Finance Bank
Pune, MH
01.2021 - 02.2023
- Increased overall annual sales by 70 % by incorporating several quality process improvements within the branch
- Providing Investment advisory services to High Net worth Individuals and corporates
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations
- Maintained friendly and professional customer interactions
- Met deadlines by proactively managing individual and team tasks and streamlining processes
- Coordinating with various teams and analyzing banking transactions and client online behavior to capture sales opportunities, access unusual transactions with regards to compliance with AML and KYC norms, gather information, and update compliance
- Disseminating the product information to the customer and team members Facilitate migration of the customers to digital platforms
Branch Operations Supervisor
IndusInd Bank
Pune, MH
01.2018 - 01.2021
- Managing the operations, administration, compliance, and reporting for the business unit
- Coordinate with various teams and analyze banking transactions and client behavior to access unusual transactions and behavior patterns concerning AML and KYC norms compliance
- Gathering functional and technical requirements from various stakeholders to implement a particular process or product at the branch level
- Key team player in UAT for implementation of various banking applications like ARIS, Indus AIM, Indus Corporate, and CRM Next
- Generate, review, and analyze various MIS / Reports as applicable for daily and periodic Compliance and Reporting as per periodic Checklists
Education
PGDBO-NIIT - undefined
BengaluruBachelor of Science - Physics
L S College
BiharSkills
Stakeholder Management
Strategic Planning
Business process improvement
Customer Needs Assessment
Data Analysis
Cross-functional coordination
Operations Analysis
Forecasting and planning
Investment Advisory
Microsoft Office Suite
Banking Transaction Software
CRM Next
Various In-house Applications
Software Development Life Cycle
Agile and Waterfall Methodologies
JIRA
Power BI
Requirement Elicitation Techniques
Requirement Documentation
Requirement Prioritization Techniques
Unified Modelling Language
Use Case Diagrams
User Stories
Wire Frame
Scrum Artifacts
MVP
Product Backlog
SQL
Certification
Business Analysis Basics
Projects
SIDDHI application, Implemented in Axis Bank as a dynamic and user-friendly app that helps an employee get all information about customers, products, and different offers available and provides service to customers anywhere outside the bank network., Coordinated with the product team and other stakeholders to gather requirements related to a specific process., Involved in gathering Functional and Technical requirements by working with all stakeholders., Involved in creating user stories for multiple processes., Participated in daily Sprint meetings and Sprint review meetings.
Previous Experience
- HDFC Bank Ltd, Branch Operations Supervisor, May 2016 to Dec 2017
- Kotak Mahindra Bank Ltd, Branch Operations Supervisor, Jan 2014 to Apr 2016
Timeline
Branch Head
Axis Bank Ltd
02.2023 - 09.2024
Branch Head
ESAF Small Finance Bank
01.2021 - 02.2023
Branch Operations Supervisor
IndusInd Bank
01.2018 - 01.2021
PGDBO-NIIT - undefined
Bachelor of Science - Physics
L S College