

BANKING PROFESSIONAL ~ Banking Operations ~ Banking Processes ~ Client Management ~ Team Management PROFILE SNAPSHOT.
A novel entrant in Banking working as Manager in ICICI Bank.
A professional getting hands on experience in ~ Mutual Fund Analysis ~ Banking Operations ~ Portfolio Management ~ Team Management ~ Key Account Management ~ Customer Relations Adept at performing banking operations effectively & efficiently, coordinating with various branches & managing the branch banking operations.
Following the process/procedures of the bank & ensuring compliances to rules and regulations of the bank including the latest circulars & notifications.
A Smart Worker with “See beyond Ordinary” attitude having good communication skills and immense enthusiasm to learn in depth and effectively apply knowledge creatively. Well organized with track record depicting self-motivation, entrepreneurial skills and an initiative to achieve Corporate Goals.
Customer Service and Operations
· Responsible for timely processing of bank transactions like
- Funds transfer
- Cash Authorization
- Cheques Authorization
- Opening of accounts
- Reconciliation of office accounts
- Ensuring timely resolution of customer queries and improving customer service levels.
-RTGS/NEFT
- Forex Remittances
-Corporate iconnect- Retail and Corporate Customers.
-ECS
-Solving of Customer Queries
-Designing Investment Portfolio for Customers
· Conducts outbound marketing calls and scouts for new leads and referrals to generate business
· Responsible for sales of third-party products (Life Insurance - LI, General Insurance - GI, Mutual Funds - MF, Debit/ Credit Cards, etc. to the existing customer base)
· Responsible for lead generation for Current Account and Savings Account - CASA to new customers and deepening of account balances for existing customers.
· Compliance to the bank's rules - internal guidelines, processes and procedures
· Responsible for improving the Internal Audit Operational Efficiency score of the branch by timely completion of assigned tasks on continuous basis
· Protecting bank's property as per safety norms and ensuring ethical conduct in ordinary course of business
Banking
Retail transactions
Corporate Transactions
Teller transactions
Business Development expertise
Banking products knowledge
Financial Transaction
Cash Management Service
Banking Software
Digital banking products and services
NISM Mutual Fund Certified