Summary
Overview
Work History
Education
Skills
Certification
Additional Information
Accomplishments
Timeline
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BHAVISHA SHETTY

BHAVISHA SHETTY

Banker
MUMBAI

Summary

Accomplished and prolific banker, offering over 10 years professional experience in establishing and nurturing sustainable relationships with customers. Adept at evaluating customer concerns and needs to provide them with bank services and products that facilitate the attainment of their financial goals.

Overview

10
10
years of professional experience
9
9
Certifications

Work History

NRI RELATIONSHIP MANGER ( MANAGER)

AXIS BANK LTD
12.2021 - Current
  • To ensure more wallet share to the customers to avoid devaluation of securities
  • To do the entire primary banking from approaching a customer to filling AOF i.e., Account Opening Form and vice versa (Primary bankers have 200 clients)
  • Managing relationship to improve relationship value of existing customers
  • Ensuring products, the customers according to their requirements
  • Maintain and deepen the relationships with the customers
  • Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements
  • Ensure compliance as per the bank requirements
  • Maintain regular contact with clients

BRANCH SERVICE PARTNER

YES BANK LTD
01.2015 - Current
  • Customer service and Cash Operations:
  • Responsible for handling the day-to-day banking functions at the branch, servicing customers, handling queries, complaints and requirements of customers
  • In-depth knowledge of the teller counter
  • Send service letters to clients based on details provided by the Relationship Manager
  • Maintain Customer Database with contact details, address and contact Number
  • Generate various MIS reports as applicable ( E.g.: Account Opening, Term Deposit Opened Today, Balance Sheet, Stop Payment, Large Cash Transactions , TOD , BJR, Remittances, Deposit & Withdrawal, Foreign Currency Transaction etc)
  • Verification and checking of account opening forms
  • Ensuring the customer receives the account opening kit within 4 days
  • Addressing the needs and requirements of walk in customers and prospective customers
  • To ‘WoW’ customers by meeting & exceeding their service level expectations with a clear objective of attaining competitive advantage in ‘service
  • Do ‘need based’ selling- To be able to successfully probe and understand clients needs & requirements in order to be able to effectively x-sell other Products & Services of the Bank
  • Maintaining a Query Tracker - On receipt / resolution of a query, an entry needs to be logged, which will be maintained for reporting daily service query/action
  • Cash Management Services – Collections/ Payments/ MIS
  • Assist in new products, processes or systems roll out
  • Ensure timely escalation of issues impacting business and possible solutions to address the concerns
  • Assist the BSDL/BBL in preparation of any audit related deliverables both internal and external

PREFERRED RELATIONSHIP MANAGER (DEPUTY MANAGER)

HDFC BANK LTD
06.2016 - 11.2021
  • To be the first point contact with the customer in the branch, provide customer service and product information
  • Responsible for account opening both Current & Saving Account and Fixed Deposits
  • Customer acquisition through sales to walk-in customers, referrals from walk-ins for current account, saving account and Demat accounts
  • Deliverables Custodian, Handle balance enquiries of walk-in customers, Collection of Foreign Currency Cheques
  • Obtain referrals from walk-in customers for current account, Saving account and Demat accounts, Generation of referrals from internal database
  • Cross sell of direct banking channels to walk-in customers to deepen relationships
  • Responsible for report generation & filing
  • Retention of accounts: Enhance the value of existing portfolio of current account & saving account customers.

YES BANK LTD
01.2015 - 06.2016

CO-ORDINATOR

ADFC LTD
08.2013 - 01.2015
  • Coordinating with various branches of the cluster and preparing different MIS Reports on daily basis such as Daily MIS, TPP MIS, FTNR and Certificate of compliance function
  • Preparing &analysing monthly reports pertaining to cluster:
  • Dummy Outstanding Report
  • Monthly Weedout report
  • Monthly Audit Report [Banking Ombudsman, Death Claim, RBI visit]
  • Minutes of the Meeting
  • Legal and Consumer cases reporting
  • Counterfeit Transaction
  • High value cheque return Report for Circle
  • Preparing &analyzing Branch wise profitability pertaining different functionalities of Bank’s businesses
  • Follow up with cluster for monthly activities like CRM, ATM cash verification and conducting surprise cash verification with the reporting branches on monthly basis
  • Maintaining BVR (Branch visit report) for Cluster Head
  • Providing active support to branches for various issues faster resolution of queries
  • Have good coordination with Branch Managers, HR & with Bank staff
  • Making Presentation for meetings and review
  • Collecting data & preparing various MIS of branch operation activities and forwarding the same to Regional head office

Education

BMS - Finance

SIES COLLEGE OF COMMERCE AND ECONOMICS MUMBAI UNIVERSITY
06.2010 - 6 2013

Skills

    Staff Management

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Certification

HSC

Additional Information

  • PLACE: MUMBAI DATE: SIGNATURE: (BHAVISHA SHETTY)

Accomplishments

    Achieved various contest and campaigns:

Timeline

NRI RELATIONSHIP MANGER ( MANAGER)

AXIS BANK LTD
12.2021 - Current

PREFERRED RELATIONSHIP MANAGER (DEPUTY MANAGER)

HDFC BANK LTD
06.2016 - 11.2021

BRANCH SERVICE PARTNER

YES BANK LTD
01.2015 - Current

YES BANK LTD
01.2015 - 06.2016

CO-ORDINATOR

ADFC LTD
08.2013 - 01.2015

BMS - Finance

SIES COLLEGE OF COMMERCE AND ECONOMICS MUMBAI UNIVERSITY
06.2010 - 6 2013

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