Summary
Overview
Work History
Education
Skills
Declaration
Personal Information
Timeline
Generic
DEEPAK PANCHAL

DEEPAK PANCHAL

Delhi

Summary

Branch Manager with extensive experience in financial services and relationship management at Trucap Finance Limited. Led initiatives that resulted in a 20% increase in annual revenue through enhanced customer engagement. Skilled in sales and marketing strategies, with a strong history of promoting team collaboration and achieving performance targets.

Overview

15
15
years of professional experience

Work History

Branch Manager

Trucap Finance Limited
Delhi
11.2024 - Current
  • Managed daily operations of financial services branch and ensured compliance with regulations.
  • Supervised and trained staff on customer service best practices and financial products.
  • Developed branch strategies to enhance customer engagement and improve service delivery.
  • Analyzed financial reports to identify trends and inform decision-making processes.
  • Implemented operational procedures to streamline processes and reduce inefficiencies.
  • Coordinated marketing efforts to promote branch services within the local community.
  • Led staff meetings to discuss objectives, share updates, and foster team collaboration.
  • Resolved customer inquiries and issues promptly to maintain high satisfaction levels.
  • Managed staff scheduling, hiring and training processes.
  • Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
  • Conducted regular performance reviews for all employees in the branch.

Branch Manager

Moneywise Financial Services Pvt Ltd
New Delhi
07.2023 - 10.2024
  • Engaged employees in business processes through effective motivational techniques.
  • Created strategies to enhance existing customer sales, increasing annual revenue.
  • Assessed employee performance and developed targeted improvement plans.
  • Managed individual and team tasks proactively to meet deadlines and streamline processes.
  • Originated and processed customer loan proposals from review to closure.
  • Examined loan applications to determine approvals and denials effectively.
  • Negotiated favorable loan terms for both customers and lenders.
  • Utilized risk management strategies to achieve high loan approval rates.

GOLD LOAN MANAGER

FLAT WHITE CAPITAL PVT LTD (INDIAGOLD)
NEW DELHI
01.2022 - 06.2023
  • Handled 30 calls per day to address customer inquiries and concerns.
  • Making Gold Loans by verifying the purity and genuineness of the gold.
  • Used coordination and planning skills to achieve results according to schedule.
  • Offered friendly and efficient service to customers, handled challenging situations with ease.
  • Worked within applicable standards, policies and regulatory guidelines to promote safe working environment.
  • Conducted material testing on gold items to determine items' gold content and veracity.
  • Maintained awareness of current per-ounce prices of gold and precious metals.
  • Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing

Senior Relationship Executive

FEDBANK FINANCIAL SERVICES LTD.
New delhi
09.2020 - 12.2021
  • Developed, updated and maintained database of existing and potential customers in Banking Software.
  • Investigated and resolved customer complaints to foster satisfaction.
  • Conducted inspections, tests and measurements of gold and gold materials to verify adherence with regulations and desired specifications.
  • Accepted and processed account payments.
  • Prepared and mailed invoices to customers, processed payments and documented account updates.
  • Completed weekly check runs and maintained accounting ledgers by verifying and posting account transactions into accounting system.
  • Exceeded team goals and collaborated with staff members to implement customer service initiatives.
  • Identified market product demands and customer trends to bring in new customers and retain existing ones for sustainable profits.
  • Submitted reports to senior management to aid in business decision-making and planning.
  • Exceeded sales goals and accomplished business objectives by inspiring staff and promoting target products.

Branch -In-Charge

Muthoot Finance Limited
DELHI
12.2016 - 08.2020
  • Making Gold Loans by verifying purity and genuineness of gold
  • Disbursing loans and receipts of interest payments after verifying
  • Making Bank Reconciliation Statements of branch weekly and monthly
  • Calling to NPA customers for timely repayments of loans
  • Reviewed figures, postings and documents for correct entry, completeness, and accuracy
  • Prepared itemized statements, bills or invoices and recorded amounts due for items purchased or services rendered.
  • Maintained clean and organized files by keeping accounts payable records up-to-date.
  • Processed payments and documents such as invoices, journal vouchers, employee reimbursements and statements
  • Communicated and resolved disputes with clients regarding outstanding invoices, payments and adjustments.
  • Presented new and additional products and services to existing customers.
  • Positioned as primary liaison to streamline operations of multiple lines of business within organization.
  • Prepared and mailed invoices to customers, processed payments and documented account updates.

Executive Assistant

Epicu Agro Products Pvt. Ltd
04.2016 - 09.2016
  • Distributed company-wide announcements, booked conference rooms and coordinated catering for annual staff development forum
  • Allocated executive tasks and managed complex calendars and administrative functions
  • Managed administrative functions, including complex calendar management with focus on proper allocation of executive availability
  • Updated executives on changing business needs by thoroughly documenting internal and client meetings
  • Produced accurate office files, updated spreadsheets and crafted presentations to support executives and boost team efficiency
  • Contributed to smooth business operations by planning and organizing meetings and conferences, including conference calls
  • Managed office inventory by restocking supplies and placing purchase orders to maintain adequate stock levels
  • Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data
  • Responded to emails and other correspondence to facilitate communication and enhance business processes

Assistant To Director

Ministry of Home Affairs
NEW DELHI
09.2010 - 03.2016
  • Monitor incoming emails and giving feedback to the desired ones
  • Co-ordinate and organize appointments and meetings
  • Acquiring material from various Ministries regarding printing of monthly NE Newsletter in North East States
  • Created and updated physical records and digital files to maintain current, accurate and compliant documentation
  • Participated in meetings with producers and production crew to keep program in step with creative vision
  • Observed tight deadlines and strict budgetary controls to avoid waste and streamline costs
  • Remained highly composed and calm in very fast-paced, stressful and constantly changing environments to provide optimal leadership and achieve desired results

Education

B.COM -

Delhi University
DELHI

Associate of Arts - Accounting And Business Management

Indian Institute of Job Oriented Training (IIJT)
Pusa Road, Delhi

Associate of Arts - Animation And Special Effects

OXFORD SOFTWARE INSTITUTE
Pusa Road, Delhi

Intermediate -

Kendriya Vidyalaya,
New Delhi, DL

Skills

  • Sales and marketing strategies
  • Advertising and promotion
  • Accounts reconciliation
  • Planning and execution
  • Relationship management
  • Customer portfolio management
  • Banking services
  • New business development
  • Managerial accounting
  • Team collaboration
  • Financial services expertise
  • Business growth initiatives
  • Performance goals management

Declaration

I Hereby declare that all the information mentioned above is true to the best of my knowledge.

Date:

Deepak Panchal

Personal Information

Title: BRANCH MANAGER

Timeline

Branch Manager

Trucap Finance Limited
11.2024 - Current

Branch Manager

Moneywise Financial Services Pvt Ltd
07.2023 - 10.2024

GOLD LOAN MANAGER

FLAT WHITE CAPITAL PVT LTD (INDIAGOLD)
01.2022 - 06.2023

Senior Relationship Executive

FEDBANK FINANCIAL SERVICES LTD.
09.2020 - 12.2021

Branch -In-Charge

Muthoot Finance Limited
12.2016 - 08.2020

Executive Assistant

Epicu Agro Products Pvt. Ltd
04.2016 - 09.2016

Assistant To Director

Ministry of Home Affairs
09.2010 - 03.2016

B.COM -

Delhi University

Associate of Arts - Accounting And Business Management

Indian Institute of Job Oriented Training (IIJT)

Associate of Arts - Animation And Special Effects

OXFORD SOFTWARE INSTITUTE

Intermediate -

Kendriya Vidyalaya,

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DEEPAK PANCHAL