Dynamic banking professional with 13 years of experience at Equitas Small Finance Bank Ltd, excelling in branch management and customer relationship management. Proven track record in driving sales strategies and enhancing team performance, consistently achieving top performance scores. Skilled in financial analysis and dedicated to delivering exceptional customer service.
Overview
13
13
years of professional experience
1
1
Certification
Work History
<ul><li>13 years of Expertise in the field of Banking operations, sales and Relationship Management.</li><li>Maintaining Standard of Performance Score card and being Topper in PAN India level.</li><li>Ensuring world class customer service & resolving complaints as per the specified process within the stipulated TAT.</li><li>Maintaining productivity by acquiring CASA NTB’s, NRI accounts, CASA average value, term deposits, insurance products, assets, Demat & online trading accounts.</li></ul>
Equitas Small Finance Bank Ltd
Srirangam, Trichy
12.2016 - Current
13 years of Expertise in the field of Banking operations, sales and Relationship Management.
Maintaining Standard of Performance Score card and being Topper in PAN India level.
Ensuring world class customer service & resolving complaints as per the specified process within the stipulated TAT.
Maintaining productivity by acquiring CASA NTB’s, NRI accounts, CASA average value, term deposits, insurance products, assets, Demat & online trading accounts.
<ul>
<li>Streamlined daily banking operations to enhance customer service efficiency.</li>
<li>Supervised team performance, delivering training for new staff to improve productivity.</li>
<li>Collaborated with customers to identify needs and resolve various issues effectively.</li>
</ul>
AXIS Bank Ltd
THURAIYUR
03.2012 - 12.2016
Streamlined daily banking operations to enhance customer service efficiency.
Supervised team performance, delivering training for new staff to improve productivity.
Collaborated with customers to identify needs and resolve various issues effectively.
Education
MBA - HR & Marketing
Salem
Salem
01.2011
BBA -
Salem
Salem
01.2009
Skills
Sales strategy
Financial analysis and planning
Time management
Regulatory compliance
Performance management
Sales strategy
Financial analysis and planning
Time management
Regulatory compliance
Performance management
Languages
Tamil, English, Telugu
Accomplishments
Circle Super League 2012 (LI Campaign)
Mission: Maximize Max Life 2012
Sales Suraksha Chakra (Tata AIG)
GARV Contest 2019
Topper of the Month, HDFC ERGO, July 2020
Equitas EARN 3-in-1 June 2021
YTD 2023 achievement in EUPHORIA internal contest
Achieved in the YOLO internal contest in the last JFM
Financial Year Award 2023 - Life Insurance
Best performance third-party product FY 22-23
Certification
IRDA
Leadership Excellence Program (Great Lakes Institute of Management)
Languages known
Tamil
First Language
English
Intermediate (B1)
B1
Telugu
Beginner (A1)
A1
Timeline
<ul><li>13 years of Expertise in the field of Banking operations, sales and Relationship Management.</li><li>Maintaining Standard of Performance Score card and being Topper in PAN India level.</li><li>Ensuring world class customer service & resolving complaints as per the specified process within the stipulated TAT.</li><li>Maintaining productivity by acquiring CASA NTB’s, NRI accounts, CASA average value, term deposits, insurance products, assets, Demat & online trading accounts.</li></ul>
Equitas Small Finance Bank Ltd
12.2016 - Current
<ul>
<li>Streamlined daily banking operations to enhance customer service efficiency.</li>
<li>Supervised team performance, delivering training for new staff to improve productivity.</li>
<li>Collaborated with customers to identify needs and resolve various issues effectively.</li>
</ul>