Keshav Verma
Mumbai
Summary
2+ years experienced banker with a prolific track record of identifying customers' needs and performing opening & closing operations of the branch under security procedures. Proficient in cultivating robust relationships with key clients and efficiently processing transactions to provide top-notch customer service. Adept at managing relationship managers' complaints and recommending the right guidance to ensure optimum customer satisfaction and bolster business performance along a passion to solve real-world business challenges using data analytics. Proficient in querying and manipulating data using Python and SQL. Possesses an excellent understanding of complex machine learning and statistical modeling algorithms/techniques for extracting valuable insights and enhancing customer satisfaction.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Assistant Manager
Kotak Mahindra Bank Ltd.
Mumbai
01.2023 - Current
- Verification of executed files and legal documents as per Documentation Grid released by the legal team from me to me, Sanction Letter/ Term Sheet issued by business / credit team
- Limits creation and maintenance in Finacle and GLEMS system
- Creation of ROC charge through vendor
- Creation of CERSAI
- Stamp Duty as per Legal Stamp Duty Grid is adhered to
- Handling all the internal and concurrent audit query of the bank
- Resolving queries regard to case with RM and set up limits within TAT
- Assisted in the development of operational strategies to ensure efficient and productive operations.
- Files of different segments in W-Cops (working capital commercial operations) and disburse.
- Organized training sessions for new hires to familiarize them with the workplace environment.
Senior Relaonship Manager
Bajaj Allianz Life Insurance Co.
06.2022 - 01.2023
- Develop strategic marketing plans for new business development, utilizing data-driven insights for portfolio customization
- Design tailored financial portfolios to meet customer needs, aligning with their objective and risk preferences
- Manage database of Super-high-net-worth and High-net-worth clients, driving business growth and expansion.
- Advised customers on tax implications associated with different types of life insurance investments.
Education
High School Diploma -
Data Trained Education Pvt. Ltd.
PGPM (Finance) -
ICFAI Business School- Mumbai
B.Com (Taxation) -
KUK University, Kuk
HSC -
CBSE
SSC -
CBSE
Skills
- MS Office (Word, Excel, Access, PowerPoint)
- Diploma in Tally
- Data Analytics
- Data Mining
- Data Visualization
- Data Manipulation
- SQL, DL, CBV,NLP, Python
Internship
- Flip Robo Technologies
Projects
- Crimes in India - Capstone Project
- Fraud Detection Papers
Activities
- Active member of IBS E-Cell Mumbai
- Member of Gandhi House
Awards
- Awarded 2nd prize in science exhibition
- Awarded 1st prize in poster making competition
Certification
- Financial Markets Experience Certification
- Certified as Business Development (Sales)
Languages
- English
- Hindi
- Punjabi
- Marathi
Timeline
Assistant Manager
Kotak Mahindra Bank Ltd.
01.2023 - Current
Senior Relaonship Manager
Bajaj Allianz Life Insurance Co.
06.2022 - 01.2023
High School Diploma -
Data Trained Education Pvt. Ltd.
PGPM (Finance) -
ICFAI Business School- Mumbai
B.Com (Taxation) -
KUK University, Kuk
HSC -
CBSE
SSC -
CBSE
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