Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Generic

JERIN MATHEW

Kochi,KL

Summary

A productive Deputy Branch Manager adept at assessing the financial needs of various clients and offering them banking and financial advisory with focus on applying knowledge of common financial products and services.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Deputy Branch Manager

IndusInd Bank
03.2023 - Current
  • Increasing the value proposition of the bank with high net worth clientele
  • Responsible for revenue generation - Cross Sell of third-party products (Life Insurance - LI, General Insurance - GI, Mutual Funds - MF, Debit/ Credit Cards, etc.
  • Managing and acquiring new clients to the base as well as deepening of existing customer base.
  • ·Generated quality customer leads and closing the deal in order to Ensure the Branch sales Targets.
  • Responsible for managing all Branch activities with strong leadership skills and service orientation



Assistant Branch Head

Bandhan Bank
04.2022 - 03.2023
  • Managing and deepened client base by quality service.
  • Acquiring HNI clients and cross selling of third party products.
  • Performed responsibilities of selling banking products and services as well as sourcing and maintaining relationships with customers.
  • Assisted prospective clients in determining which product and service suits them best and provided them information regarding the policies and procedures of the bank.
  • · Oversees banking services includes customer service to ensure customer satisfaction and customer trust.
  • · Works to meet branch performance standards including operating loss control, bank secrecy, and compliance with policies and procedures

Deputy Branch Manager

ICICI Bank
10.2018 - 03.2022
  • Responsible for taking decisions that are cost effective and generate revenue
  • 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
  • Keep up to date with product to provide suitable advice to the customers and customer satisfaction
  • Responsible for managing and deepening customer portfolio and cross sell of third party products.
  • Responsible for monitoring business, compliance and operations

Customer Service Officer

Axis Bank
06.2016 - 09.2018
  • Responsible for outbound marketing calls and scouts for new leads and referrals to generate business.
  • Responsible for lead generation for Current Account and Savings Account - CASA to new customers and deepening of account balances for existing customers.
  • Responsible for Cross Sell of third-party products (Life Insurance - LI, General Insurance - GI, Mutual Funds - MF, Debit/ Credit Cards, etc. to the existing customer base.
  • Ensuring compliance to the bank's rules - internal guidelines, processes and procedures.

Education

PGDM - Finance And Marketing

SCMS COCHIN
Kochi, India
04.2016

B.com - Accounts And Taxation

Crossland College
Mangalore, India
05.2014

Higher Secondary - Commerce And Informatics Practices

St. Anselms Senior Secondary School
Alwar, India
05.2011

Senior Secondary -

Emmanuel Mission School
Alwar, India
05.2009

Skills

  • Lead Generation
  • Customer Service
  • Financial Advising
  • Team Player
  • Analytcal

Accomplishments

  • Awarded as best Audit score branch while in charge of branch operation.
  • Scored consistent good ratings in terms of business performance in ICICI Bank.
  • Captained in Basketball in Axis Bank sports day.
  • President of Finance Forum group in college

Certification

  • NISM-Series-V-A: Mutual Fund Distributors Certification for selling Mutual Funds
  • IC38 - Insurance Certification for selling insurance (Corporate Agents)
  • Capstone Business Stimulation Course – Capism Management Simulations Inc USA.

Languages

Hindi
Bilingual or Proficient (C2)
English
Bilingual or Proficient (C2)
Malayalam
Advanced (C1)

Timeline

Deputy Branch Manager

IndusInd Bank
03.2023 - Current

Assistant Branch Head

Bandhan Bank
04.2022 - 03.2023

Deputy Branch Manager

ICICI Bank
10.2018 - 03.2022

Customer Service Officer

Axis Bank
06.2016 - 09.2018

PGDM - Finance And Marketing

SCMS COCHIN

B.com - Accounts And Taxation

Crossland College

Higher Secondary - Commerce And Informatics Practices

St. Anselms Senior Secondary School

Senior Secondary -

Emmanuel Mission School

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