Summary
Overview
Work History
Education
Skills
Languages
Certification
Languages
Websites
Timeline
Generic
Anupam

Anupam

Bangalore

Summary

Seasoned Branch Head with significant experience in managing banking operations, streamlining processes, and leading high-performing teams. Display strong leadership skills, an adept understanding of financial management principles, and exceptional customer service. Previous roles involved improving operational efficiency, implementing cost-saving measures, and fostering team collaboration.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Branch Head

Axis Bank Ltd
Bengaluru
08.2022 - Current
  • Diligently tracked branch's financial performance on a monthly basis.
  • Stayed informed about industry trends, competitive landscape, and regulatory environment.
  • Provided guidance and support to team members for addressing problem resolution and customer service concerns.
  • Organized professional development programs for employees at all levels of the organization.
  • Adhered to company policies and government regulations, ensuring prevention and detection of rule violations while safeguarding the organization from fines and lawsuits.
  • Expanded customer base through acquisition of new clients and determination of their needs to provide tailored product offerings.
  • Conducted performance appraisals for team members using verbal, written, and ongoing review programs.

Branch Manager

Kotak Mahindra Bank Ltd
Bangalore
05.2020 - 08.2022
  • Responsible for administration and efficient daily operation of full service branch office, including lending, product sales, customer service, and security and safety in accordance with Banks objectives.
  • Enhance and contribute in growth of company through Business Development Core Competencies Personal Ability to keep calm under pressure.
  • Provision of superior level of customer relations and promotion of sales and service culture through coaching, guidance and staff motivation.
  • Achieve individual and branch sales goals through new business sales, referrals and retention of account relationship.
  • Maintain AOP (Annual Operating Plan) for financial year i.e.
  • To prepare and track product (liability, assets and fees) wise.
  • Weekly/monthly reviews for outbound and as well as for inbound sales.
  • Prepare and review monthly activity calendar of outbound activities for BSM/SOs on weekly basis.
  • Ensure proper on-boarding of all new customers acquired.
  • Sales of 3 products per customer within 90 days of account opening) with new and as well as with existing customers.
  • Conduct daily morning huddles to discuss daily plan and agenda for employees.
  • Track inflow and outflow of reports (like account closures, account opening,Fixed Deposit renewals/closures etc.) and thus, daily business generation.
  • Maintain customer relationship through sourcing and on-boarding process.
  • Monitor DSR (Daily Sales report) on regular basis.
  • Capability building and manpower management.
  • Mentor/Guide new joiners as well as existing branch employees.
  • Brief employees on their role and expectations from them.
  • Provide timely feedback to employees on regular basis (structured feedback).
  • Conduct workshops and training programs for employees Deliverables: Achieve incremental targets for CASA, Fixed Deposits and loans, and achieve fee in terms of TPP products.
  • Maintain healthy asset and liability book.

Deputy Branch Manager

Jakkasandra
Bangalore
04.2018 - 04.2020
  • Conducted regular performance reviews with staff members to provide feedback and identify areas for improvement.
  • Resolved customer complaints promptly and professionally.
  • Provided guidance on complex financial matters such as investments or retirement planning.
  • Prepared reports summarizing sales activities, customer satisfaction surveys, budget variances.
  • Monitored compliance with banking regulations and internal policies and procedures.

Branch Relationship Manager

Jakkasandra
Bangalore
09.2015 - 03.2018
  • Assisted customers in opening new accounts or transferring funds from existing accounts.
  • Maintained up-to-date knowledge of current banking products and services.
  • Developed and implemented customer service plans to improve customer satisfaction levels.
  • Established relationships with local businesses and organizations through various marketing activities.
  • Resolved complex customer queries in an efficient manner.

Relationship Officer

Kotak Mahindra Bank
New Delhi
05.2013 - 01.2015
  • Drafted proposals for potential new business opportunities.
  • Assisted customers in opening new accounts and resolving any queries or issues they had.
  • Provided support during onboarding process for new customers as well as existing ones.
  • Identified opportunities to improve customer service processes and procedures.
  • Conducted regular reviews of existing client relationships to ensure the highest level of service was provided.

Education

PGDBRM - Banking & Relationship Management

Manipal University
Bangalore
03-2013

MBA - Marketing

Vaishali Institute of Business & Rural Management
Muzaffarpur
08-2011

Vocational Course Degree - Advertising, Sales Promotion And Sales Management

SNS College
Muzaffarpur
08-2009

12th - 10+2

L S College
Muzaffarpur
03-2005

10th Board - 10th Board

B B Collegiate School
Muzaffarpur
03-2003

Skills

  • Relationship building and management
  • Compliance Management
  • Sales management
  • Operations Management
  • Staff Development
  • Relationship Building

Languages

English & Hindi

Certification

  • Certifications in Trade Finance (IIBF)
  • NISM Series VI (Depository)
  • IRDA Composite Exam (Life+General)
  • NISM Series V (Mutual Fund)

Languages

Hindi
First Language
English
Proficient (C2)
C2

Websites

Timeline

Branch Head

Axis Bank Ltd
08.2022 - Current

Branch Manager

Kotak Mahindra Bank Ltd
05.2020 - 08.2022

Deputy Branch Manager

Jakkasandra
04.2018 - 04.2020

Branch Relationship Manager

Jakkasandra
09.2015 - 03.2018

Relationship Officer

Kotak Mahindra Bank
05.2013 - 01.2015

PGDBRM - Banking & Relationship Management

Manipal University

MBA - Marketing

Vaishali Institute of Business & Rural Management

Vocational Course Degree - Advertising, Sales Promotion And Sales Management

SNS College

12th - 10+2

L S College

10th Board - 10th Board

B B Collegiate School

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