Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Additional Information
Hobbies and Interests
Languages
Timeline
Generic

Kalpesh Shinde

Karad

Summary

To seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Results-oriented Branch Deputy Manager specializing in planning and managing total operations. Analytical and detail-oriented with over 7 years of experience.

Self-directed Manager with adaptability to meet changing operational needs. Energetic and resourceful professional proficient in program management and team leadership. Innate sales abilities and customer service skills. Experienced in optimizing business procedures in all operational areas to support growth, profitability and efficiency objectives. Achievement-oriented and proactive manager with a disciplined mentality. Results-oriented Branch Operations Manager with a solid career history in banking environments. Familiar with all relevant governing acts and statutes, as well as strategies and best practices to improve operations and enable business growth. Decisive leader, strategic planner and complex problem-solver.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Branch Operations Manager

HDFC Bank Limited
Chiplun
01.2024 - Current
  • Resolved customer complaints in a timely manner.
  • Researched industry trends to ensure competitive advantage.
  • Supervised daily activities of tellers, loan officers, and other personnel.
  • Analyzed weekly sales figures and adjusted staffing accordingly.
  • Prepared monthly reports on branch performance metrics.
  • Performed routine audits of branch operations to identify areas for improvement.
  • Coordinated customer service initiatives and staff training.
  • Organized daily workflow to maximize efficiency and productivity.
  • Provided guidance on best practices for handling difficult customers or situations.
  • Reviewed customer account information for accuracy and completeness.
  • Developed strategies to optimize branch operations.
  • Implemented new operational procedures to enhance customer experience.
  • Served as primary contact between the branch and corporate headquarters.
  • Managed inventory levels of cash, supplies, and other resources.
  • Monitored staff performance and provided feedback.
  • Ensured compliance with banking regulations and policies.
  • Maintained accurate records of financial transactions.

Branch Operations Manager

Kotak Mahindra Bank Ltd
Karad
01.2020 - 08.2023
  • Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches
  • Complied with Bank Secrecy, Anti Money Laundering
  • Responsible for monitoring business, compliance, and operations
  • Responsible for taking decisions that are cost effective and generate revenue
  • Monitor branch sales targets and strategize to acquire new accounts and expand existing accounts by offering various financial products and services to customer
  • Maintained friendly and professional customer interactions.

Deputy Branch Manager

ICICI Bank Ltd
Satara
01.2020 - 08.2023
  • Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches
  • Complied with Bank Secrecy, Anti Money Laundering
  • Responsible for monitoring business, compliance, and operations
  • Responsible for taking decisions that are cost effective and generate revenue
  • Monitor branch sales targets and strategize to acquire new accounts and expand existing accounts by offering various financial products and services to customer
  • Maintained friendly and professional customer interactions
  • Lobby Management (50+ Footfall Daily) and to know customer difficulties to resolve it on priorities
  • To maintain branch NPS (Net Promotor Score) more than 80% each month.

Deputy Manager

Fincare Small Finance Bank Ltd
Karad
05.2016 - 07.2019
  • Set, enforced and optimized internal policies to maintain responsiveness to demands
  • Responsible for monitoring business, compliance, and operations
  • Responsible for taking decisions that are cost effective and generate revenue
  • Collateral and proper loan documents management
  • Created reports and analyzed and interpreted data
  • Maintained, documented and presented progress reports to leaders.

Education

Bachelor of Commerce - Accounting and Business Management

S.G.M. Collage
01.2015

H.S.C -

Shikshanmaharshi Bapuji Salunkhe College
02.2009

S.S.C -

S.V.M Highschool - Shivner Vidya Mandir Highschool
03.2007

Skills

  • Process and procedure development
  • Performance improvements
  • Operations management
  • Compliance Management
  • Relationship building and management
  • Customer service awareness
  • Relationship Management
  • Banking
  • Approachable
  • Cash Handling
  • Verbal/written communication
  • Documentation
  • Delivery fleet management
  • Opening and closing processes
  • Compliance reviews
  • Opening and closing procedures
  • Customer and vendor relations
  • Cash shipment management
  • Compliance Reporting
  • Safety protocol
  • Operational Reports
  • Branch Operations Management
  • Customer Service
  • Regulatory Compliance

Certification

  • TALLY ERP9, GRADE A
  • IRDA Certification

Accomplishments

Accounting Skills Operated computer programmed with accounting software's to record, stores and analyze information.

Additional Information

I have read a lot of books, Such as Marathi novels Especially historical.

Hobbies and Interests

Reading, Listening Music

Languages

Marathi
First Language
Hindi
Proficient (C2)
C2
English
Proficient (C2)
C2

Timeline

Branch Operations Manager

HDFC Bank Limited
01.2024 - Current

Branch Operations Manager

Kotak Mahindra Bank Ltd
01.2020 - 08.2023

Deputy Branch Manager

ICICI Bank Ltd
01.2020 - 08.2023

Deputy Manager

Fincare Small Finance Bank Ltd
05.2016 - 07.2019

Bachelor of Commerce - Accounting and Business Management

S.G.M. Collage

H.S.C -

Shikshanmaharshi Bapuji Salunkhe College

S.S.C -

S.V.M Highschool - Shivner Vidya Mandir Highschool
Kalpesh Shinde