Summary
Overview
Work History
Education
Certification
Interests
Skills
Hi, I’m

BHAVISHA SHETTY

NRI BANKING
MUMBAI,Maharashtra
BHAVISHA SHETTY

Summary

CAREER OBJECTIVES: The thrust of my career objective is to utilize the skills and knowledge in this field. In order to realize this I have equipped myself with theoretical and practical knowledge. My performance is a good reflection of my achievements and the grasp of the subject. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

10
years of professional experience
1
Certification
3
years of post-secondary education

Work History

AXIS BANK LTD

NRI RELATIONSHIP MANGER ( MANAGER)
12.2021 - Current

Job overview

  • 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

HDFC BANK LTD

PREFERRED RELATIONSHIP MANAGER (DEPUTY MANAGER)
06.2016 - 11.2021

Job overview

  • 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
Mumbai, Maharashtra

BRANCH SERVICE PARTNER
01.2015 - 06.2016

Job overview

  • 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

ADFC LTD

CO-ORDINATOR
08.2013 - 01.2015

Job overview

  • 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

SIES COLLEGE OF COMMERCE AND ECONOMICSMUMBAI UNIVERSITY

BMS
06.2010 - 06.2013

Certification

  • AMFI CERTIFIED
  • IRDA CERTIFIED

Interests

Hobbies/ Interests: , Listening to Music, Reading, Drawing, Art and craft Extracurricular activities: Part of creatives team for college events like Fantasies , organising and assisting in cultural and social event

Skills

  • Critical Thinking
  • Product Knowledge
  • Strategic Selling
  • Business Development
  • Financial Advising
  • Sales and Marketing
  • Time Management
  • Relationship Review Process
  • Attention to Detail
  • Eligibility Determinations
  • New Business Generation
  • Client Relationships
  • Financial Services
  • Service Delivery Enhancement
  • Strategic Planning
  • Business Relationship Cultivation
  • Financial Instrument
  • Data Analytics
  • Customer Relationship Management
  • Liability Management
  • Client Acquisition
  • Effective Customer Communication
  • Operational Efficiency
  • Internal Controls and Reporting Systems
  • Investment Planning
  • Risk Assessment and Classification
  • Client Loyalty and Satisfaction
  • Strategic and Financial Planning
  • Client Rapport-Building
  • Growth Portfolios
  • Customer Portfolio Management
  • Service Assistance
BHAVISHA SHETTYNRI BANKING