Kiran Rathi

• Ensured compliance with local laws, regulations, and safety standards at all times.
• Resolved customer complaints in a timely manner while maintaining a high level of professionalism.
• Conducted regular meetings with team members to discuss any issues or concerns related to their work.
• Developed strategies to increase sales and improve customer satisfaction levels.
• Analyzed market trends to identify potential opportunities for growth.
• Disciplined employees to encourage compliance with company policies and procedures.
• Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.
• Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.

• Monitored compliance with regulations for preferred relationship banking services.
• Identified investment and transaction risks to safeguard client assets.
• Guided clients in making informed decisions regarding stocks, bonds, and mutual funds.
• Conducted regular meetings to review financial portfolios and provide updates.
• Facilitated financial planning seminars to enhance client knowledge.
• Collaborated with internal teams to address customer needs promptly.
• Ensured adherence to regulatory standards during client interactions.
• Developed corporate image through strategic logo and signage utilization.

• Analyzed customer portfolios to uncover new business opportunities.
• Achieved individual business targets, significantly boosting branch profitability.
• Developed and executed sales strategies aligned with organizational goals.
• Implemented revenue enhancement strategies for existing accounts.
• Trained staff on financial products and effective sales techniques.
• Collaborated with marketing team to create promotional materials for products and services.
• Guided strategic company decisions through demonstrated expertise in capital growth and investment returns.
• Conducted market research and provided detailed competitor analysis reports.

Developed operational strategies to enhance efficiency and productivity.

• Coordinated interdepartmental efforts to ensure seamless operations.
• Organized training sessions for new hires to acclimate to workplace environment.
• Ensured compliance with safety regulations and company policies.
• Conducted interviews with prospective employees, advising HR on hiring decisions.
• Facilitated regular one-on-one meetings to review employee performance and priorities.
• Provided leadership and mentoring to new employees on various company programs.