Jackson Jacob
Deputy Manager - Retail Branch Banking
Summary
A Commerce graduate with total more than 7.2 years of experience in Retail Operation, Accounting, Internal Auditing and Branch Operations with an ability to generate and implement effective auditing procedures and also to evaluate accounting systems for efficiency. Having a successful track record of checking a company's financial records, book keeping and accounting methods to identify efficiency improvements that maximize assignments profitability.
Overview
7
7
years of professional experience
5
5
years of post-secondary education
1
1
Certification
Work History
Deputy Manager
HDFC Bank
Mumbai
06.2022 - Current
- Evaluated suppliers to maintain cost controls and improve operations.
- Introduced new methods, practices and systems to reduce turnaround time.
- Provided strategic allocation of resources to various departments and managers in alignment with needs.
Assistant Manager - Operations
IDFC First Bharat (Subsidiary and fully owned by IDFC FIRST BANK)
Kollam
06.2019 - 11.2021
- Appraisal of loans and sanctioning as per delegation.
- Assistance in execution of documents, registers and file
management. - Replying to the queries in regards to audit/ COT.
- Verification of KYC documents.
- Verification and disbursing micro finance loan, two wheeler loan,
business loan, initial verification on home loan applications. - Cash handling and customer relations.
- Ensuring all operations are carried on in an appropriate cost-
effective way. - Handling all branch operations and Cash handling process.
- Operations manager as a mentor and leader of branch team.
- All the loan approval after the credit department sanction
operation department will be the final loan disbursement. - Train and Supervise all the branch staffs.
Audit Executive
Muthoot Finance
Mumbai
05.2014 - 12.2018
- Planning and conducting professional management system
audits. - Generating ideas to maximize assignment profitability.
- Identifying areas of potential efficiency improvements.
- Involved in financial reporting, risk management, compliance &
integrations. - Compiling reports of audit results to senior managers.
- Training and coaching of junior members of staff.
- Promote controls and sound risk management.
- Draft audit reports for review by the lead auditor and senior
managers. - Identify any gaps in controls and make practical
recommendations. - Performing audit assignments in compliance with the
Government Internal Audit Standards. - Identification and timely reporting of Revenue seepage
- Make certain the compliance pertained to TDS
- Verification of acceptance and redemption of Non-Convertible
Debentures - Substantiation of Trial Balance in particular with ledgers
- Working out of Commissions and Brokerage incurred
- Ensure the strict compliance to KYC, MT and FOREX norms
- Authentication of Bank Reconciliation
- Meticulous vouching
Education
MBA - Marketing
Viswesaraya Technological University,
Belagaum 07.2010 - 06.2012
Bachelor of Commerce - Commerce With Computer Application
Mahatma Gandhi University
Kottayam 07.2007 - 08.2010
Skills
Decision-making capabilities
Certification
Completed a certification course and acquired A grade on MS Office training conducted by Regional College of Management & Information
Projects Undertaken
“CUSTOMERS ATTITUDE TOWARDS MIDAS TREADS PRIVATE LIMITED” at MIDAS TREADS PVT LTD. Kottayam, Kerala
Personal Profile
Father's Name : Jacob Francis
Date of Birth : 21 September 1988
Nationality : Indian
Marital Status : Married
Language Proficiency : English, Malayalam and Hindi
Passport No. : R9734614
Declaration
I hereby declare that the above information is true to the best of my knowledge and believe and assure that if given an opportunity to join your esteemed organization, I will discharge with sincerity and honesty to the satisfaction of my superiors.
Place: Kottayam
Date: 30/08/2022
Jackson Jacob
Timeline
Deputy Manager
HDFC Bank
06.2022 - Current
Assistant Manager - Operations
IDFC First Bharat (Subsidiary and fully owned by IDFC FIRST BANK)
06.2019 - 11.2021
Audit Executive
Muthoot Finance
05.2014 - 12.2018
MBA - Marketing
Viswesaraya Technological University,
07.2010 - 06.2012
Bachelor of Commerce - Commerce With Computer Application
Mahatma Gandhi University
07.2007 - 08.2010
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