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, India04.2016
B.com - Accounts And Taxation
Crossland College
Mangalore, India05.2014
Higher Secondary - Commerce And Informatics Practices
St. Anselms Senior Secondary School
Alwar, India05.2011
Senior Secondary -
Emmanuel Mission School
Alwar, India05.2009
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
Similar Profiles
Simi KunnathullySimi Kunnathully
CHIEF MANAGER – PORTFOLIO MANAGEMENT & SALES (CREDIT CARDS CONTACT CENTRE) at IndusInd BankCHIEF MANAGER – PORTFOLIO MANAGEMENT & SALES (CREDIT CARDS CONTACT CENTRE) at IndusInd Bank
Kshitij GunaleKshitij Gunale
Senior Analyst at IndusInd BankSenior Analyst at IndusInd Bank
Neha ShuklaNeha Shukla
Relationship Manager at Indusind BankRelationship Manager at Indusind Bank
Pradeep NPradeep N
Senior Bussiness Development Manager at Indusind BankSenior Bussiness Development Manager at Indusind Bank
Nandini RajaNandini Raja
Clinical Psychologist Intern at Sree Sudheendhra Medical Mission HospitalClinical Psychologist Intern at Sree Sudheendhra Medical Mission Hospital