Apoorva Mehta
Thane
Summary
Enterprising deputy branch manager role successful in leading every facet of new and ongoing banking operations. Strategic thinker and tactical decision-maker with passion for serving customers and exceeding expectations. Creative problem solver skilled at de-escalating situations and driving positive change. Having a total experience of 7 years in Banking industry.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Deputy Branch Manager
ICICI Bank Ltd
03.2017 - Current
- Monitor the branch sales targets and strategize to acquire new accounts and expand existing accounts by offering various financial products and services to the customer
- Reduce the waiting time for customers in branch and Increase the customer satisfaction
- Ensure smooth functioning of the branch and follow banking norms
- Oversee branch employee development through proper learning initiatives
- Maintain compliance culture in practice and behavior of the employees through regular monitoring, coaching, and managing the teammate
- Assist Branch Manager is decision making for smooth operation and boost business performance of the branch
- Achieve annual targets for branch
- Implemented service improvements to enhance sales cycle.
Business Banking Officer
IDFC Bank Ltd
01.2016 - 02.2017
- Introduce & acquire new SA customer in the identified segment and reference generation from the specified catchment.
- Proactively identify sales prospects and conduct business development activities in the geography assigned Follow up on new leads and referrals to generate business,
- Preparing Wish list of customers through cold calling and promotion activities.
- Meeting and completing account opening formalities with strict adherence to KYC norms (Field verification Mandatory).
- Engaging customer with multiple products at the time of account Opening( viz: Mobile banking/Net banking registration /RD- FD activation).
- Resolving customer queries/issues.
- Follow the various internal guidelines and procedures of the bank.
- Ensure customer satisfaction through regular engagement
Education
Masters in Management Studies - Accounting And Finance
Aditya Institute of Management Studies & Research
Mumbai,India05.2016
Bachelor's of Management Studies - Finance
Thakur College of Science & Commerce
Mumbai, India05.2013
Skills
- Perform leadership role
- Discipline, positive attitude, delegation of work in a right manner
- Knowledge of the product, process and compliance
- Thorough understanding of Bank Operations, Regulatory Framework (KYC, AML etc)
- Customer Needs Assessments
- Excellent Communication Skills
- Team Supervision
- Operational Efficiency
Accomplishments
- Certificate of Appreciation for outstanding performance in Forex Master Blasters contest in the month of May 2022
- Certificate of Appreciation for exemplary performance in Forex Monsoon Magic Contest in the month of July 2022
Certification
- IRDA Certified
- NISM Certified
Extra Curricular Achievements
- Securing 1st Prize in "Entrepreneurship- Idea Generation Competition" in BMS.
- Participative certificate of Extension Work from Mumbai University.
- Certificate of Excellence in the Annual Marketing Event "ThiSiSiT 2.15" for outstanding performance in "Best Print Commercial" in MMS.
- Participative certificate for "3rd National Innovation Summit" in MMS.
- Participative Certificate for "Digital Marketing Workshop" in MMS.
Additional Information
I consider myself familiar with Banking Operational and Business Development aspect. I am also confident of my ability to work in a team and also motivating my team members I hereby declare that the information furnished above is truth to the best of my knowledge.
Timeline
Deputy Branch Manager
ICICI Bank Ltd
03.2017 - Current
Business Banking Officer
IDFC Bank Ltd
01.2016 - 02.2017
Masters in Management Studies - Accounting And Finance
Aditya Institute of Management Studies & Research
Bachelor's of Management Studies - Finance
Thakur College of Science & Commerce
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