Summary
Overview
Work history
Education
Skills
Accomplishments
Certification
Languages
Reference
Timeline
Generic
AMARJITH T A

AMARJITH T A

Thrissur,India

Summary

Banking professional with 11 years of experience in operations, financial products, and customer relationship management. Proficient in optimizing banking processes, handling customer complaints effectively, and utilizing banking software to drive efficiency. Strong ability to build and maintain client relationships, ensuring high levels of customer satisfaction. Known for improving operational workflows and contributing to business success through strategic problem-solving and customer-focused service.

Overview

11
11
years of professional experience
1
1
Certification

Work history

Branch manager

Esaf SMALL FINANCE BANK
Thrissur
01.2025 - Current
  • Managed daily operations to ensure smooth running of the branch.
  • Ensured compliance with company policies, maintaining ethical standards.
  • Reviewed and analysed sales data to identify growth opportunities.
  • Provided excellent customer service, securing client loyalty.
  • Conducted regular performance reviews for continuous employee development.
  • Maintained organisational compliance with applicable legislation and regulations.
  • Led high-performance sales teams, ensuring achievement of targets.

Personal banker

STATE BANK OF INDIA UK
London, UK
05.2023 - 09.2024

Regularly engage with clients to understand their financial needs and provide personalised solutions.

  • Stay updated on the various CASA products offered by the bank.
  • Identify opportunities to cross-sell additional banking products and services.
  • Educate clients about the benefits of having a CASA account and how it aligns with their financial goals.
  • Actively promote CASA products during marketing campaigns.


NRI Area sales manager

ESAF SMALL FINANCE BANK
Thrissur, India
12.2017 - 12.2022
  • Built lasting relationships with clients through customer service interactions.
  • Monitored sales team performance, providing effective training to help reach revenue and profit targets.
  • Carried out sales visits to current and prospective customers.
  • Created and directed sales team training and development programmes.
  • Developed new ideas and thought creatively to grow business and enhance profitability and revenue.
  • Maintained regular contact and strong relationships with existing customers by providing comprehensive support.
  • Generated company growth through market expansion and sales.

Relationship manager

IDBI FEDERAL LIFE INSURANCE CO
Thrissur, India
06.2016 - 06.2017
  • Identified and developed new business opportunities, expanding existing client bases.
  • Managed long-term customer relationships to increase revenue.
  • Expanded business sustainably by identifying opportunities to grow the portfolio and enhancing client relationships within network.
  • Provided expert guidance on financial products and services, enhancing client understanding.

Customer manager

MAHINDRA FINANCE
Thrissur, India
07.2014 - 04.2016
  • Maximised sales revenue growth by successfully identifying and capitalising on cross-selling opportunities.
  • Used excellent telephone manner to optimise customer experience, promptly cutting complaints.
  • Maximised sales revenue growth by successfully identifying up- and cross-selling opportunities.

Education

Master of Business Administration - Marketing & Finance

Calicut University
India
04.2001 -

Bachelor of Commerce - Finance

Calicut University
India
04.2001 - 06.2012

Skills

  • Banking service promotion
  • Investment advice
  • Customer relationship management
  • Thorough knowledge of banking software
  • Sales pipeline management
  • Rapport and relationship building
  • Sales territory growth
  • Continuous improvements
  • Communication and engagement techniques
  • Operations management
  • Due diligence

Accomplishments

  • Supervised team responsible for executing well on projects, leading to 150% increased revenue.
  • Qualified Insurance training program in Thailand
  • Best NRI Area sales manager award in Esaf Small Finance Bank in the year 2021
  • Best performer award in Esaf Small Finance Bank in the year 2019
  • Qualified in overseas assignment of Esaf Small Finance Bank in the year 2021 - Dubai
  • International banking experience

Certification

*Antimoney and terrorist financing. *Cybersecurity

*Business continuity *Operational resilience *Suspicious activity reporting

*Equality and diversity in the workplace *Information security

*Tipping off *Whistleblowing

*Working safety *Work-related stress

*Safeguarding vulnerable Healthy working

*Anti bribery training *Fraud prevention

*Code of conduct *Phishing

*Data protection *Unconscious bias

*Complaints handling *Treating customers fairly

*Introduction to customer duty *Environmental and social

*Data protection *Financial crime prevention

*Client due diligences *Suspicious activity report

Languages

English
Fluent

Reference

Reference available on request

Timeline

Branch manager

Esaf SMALL FINANCE BANK
01.2025 - Current

Personal banker

STATE BANK OF INDIA UK
05.2023 - 09.2024

NRI Area sales manager

ESAF SMALL FINANCE BANK
12.2017 - 12.2022

Relationship manager

IDBI FEDERAL LIFE INSURANCE CO
06.2016 - 06.2017

Customer manager

MAHINDRA FINANCE
07.2014 - 04.2016

Master of Business Administration - Marketing & Finance

Calicut University
04.2001 -

Bachelor of Commerce - Finance

Calicut University
04.2001 - 06.2012
AMARJITH T A