Summary
Overview
Work History
Education
Skills
Languages
Certification
Accomplishments
Timeline
Deputy Manager

KAVALI RISHI

KOTAK MAHINDRA BANK
Bonthapally
1
year of professional experience
1
Certification
3
Languages

Early-career banking professional with experience in branch operations, relationship management, and portfolio management. Supported 365 customers and family accounts, reviewed KYC and AML checks, and helped expand portfolio value from 25 crore to 31 crore. Known for strong customer service and accurate banking support.

Work History

Deputy Manager

10 Months
KOTAK MAHINDRA BANK | Hyderabad | 01.2026 - Current
  • Facilitated account-opening paperwork and conducted KYC verification checks to ensure compliance.
  • Executed compliance checks for KYC, AML, and internal banking policies to mitigate risks.
  • Managed portfolio value of 25 crore and expanded it to 31 crore.
  • Assisted 365 customers with account-related inquiries, enhancing customer satisfaction.
  • Promoted life insurance, general insurance, mutual funds, and demat and trading accounts.
  • Prepared banking reports, registers, and customer documents.

Assistant Manager

2 Months
KOTAK MAHINDRA BANK | Hyderabad | 11.2025 - 01.2026
  • Assisted in daily branch operations and customer service initiatives at Kotak Mahindra Bank.
  • Resolved customer inquiries regarding services, transactions, and account status.
  • Worked with sales teams on banking product follow-ups and status updates.
  • Facilitated training on banking products through personalized one-on-one sessions. through one-on-one training sessions.

Education

Post Graduation Diploma - Banking And Finance

Itm Skills University | Navi Mumbai | 07-2026

Bachelor of Commerce - Business Analytics

Avinash Collge of Commerce | Kukatpally | 07-2024

Intermediate Certificate

Sri Chaitanya Junior Kalasala | Hyderabad | 07-2021

Skills

KYC compliance
AML regulations
Banking operations
Financial analysis
Investment portfolio
Microsoft Excel
Customer support
Relationship management

Languages

English
B2
Upper Intermediate
Hindi
B2
Upper Intermediate
Telugu
Native
Native

Certification

  • IRDAI
  • NISM VA
  • KYC AML
  • CUSTOMER DUE DELIGENCE

Accomplishments

  • Top performer for june 2026 in kotak neo
  • Best performance in portfolio growth

Timeline

Deputy Manager

KOTAK MAHINDRA BANK
01.2026 - CurrentRead More

Assistant Manager

KOTAK MAHINDRA BANK
11.2025 - 01.2026Read More

Itm Skills University

Post Graduation Diploma from Banking And Finance
Read More

Avinash Collge of Commerce

Bachelor of Commerce from Business Analytics
Read More

Sri Chaitanya Junior Kalasala

Intermediate Certificate
Read More
KAVALI RISHI