Skilled Branch Manager with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills.
Highly detail-oriented and professional successful at meeting and exceeding branch goals. Expertise in customer service relations and sales management.
Self-directed 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.
Proactive with strong background in financial analysis, budgeting and forecasting. Develops and implements financial plans and delivers strategic financial advice.
Overview
15
15
years of professional experience
Work History
Branch Manager
BONANZA PORTFOLIO IFSC PRIVATE LIMITED
09.2023 - Current
Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
Engaged employees in business processes with positive motivational techniques.
Enhanced staff competency with regular training sessions, boosting productivity levels across the branch operations.
Deputy Manager
ANAND RATHI INTERNATIONAL VENTURES IFSC PRIVATE LTD
11.2020 - 08.2023
Managed relationships with [Number] clients on a regular basis, identifying new business opportunities amounting to £[Number]
Pitched in-house investment products and portfolios produced by the Investment Committee
Maintained up-to-date knowledge of changing market conditions and [Industry] sector trends
Secured high tolerance clients to drive rapid growth strategy resulting in [Result].
Relationship Manager
EDELWEISS BROKING LIMITED
05.2017 - 10.2020
Maintained a portfolio of [Number]+ clients annually, managing and advising on [Type] investment strategy
Diversified client portfolios, investing in [Type] and [Type] to deliver low-risk investments for clients looking to plan for retirement
Grew portfolio by [Number]%, exceeding department objectives
Built rapport with clients and delivered outstanding customer service, outlining investment strategies and performance.
Relationship Manager
INDIA INFOLINE LIMITED
08.2009 - 05.2017
Diversified client portfolios, investing in [Type] and [Type] to deliver low-risk investments for clients looking to plan for retirement
Secured high tolerance clients to drive rapid growth strategy resulting in [Result].
Education
Bachelor of Arts - Sanskrit
GUJARAT UNIVERSITY
Skills
Sales and service target delivery
Volunteer Experience
[NCC]
Timeline
Branch Manager
BONANZA PORTFOLIO IFSC PRIVATE LIMITED
09.2023 - Current
Deputy Manager
ANAND RATHI INTERNATIONAL VENTURES IFSC PRIVATE LTD
Compliance Officer (In-charge) at Kotak Mahindra Bank Limited, IFSC Banking UnitCompliance Officer (In-charge) at Kotak Mahindra Bank Limited, IFSC Banking Unit