Lalit Parmar
Bhopal
Summary
Accomplished Service Manager and Branch Operations Manager at Kotak Mahindra Bank Ltd, adept in staff management and customer service excellence. Spearheaded compliance initiatives, enhancing operational efficiency and reducing manual errors. Proven track record in business growth through strategic sales and marketing, alongside fostering a positive culture. Skilled in business planning and regulatory adherence.
Multi-talented service manager successful at handling customer issues quickly. Demonstrated record of developing successful store-wide policies to promote customer engagement and reduce issues. Bringing several years of progressive experience.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Service Manager
Kotak Mahindra Bank Ltd
Bhopal
04.2023 - Current
- Owning regulatory, audit, compliance and control measures at the branch
- Ensure complete KYC documentation with adherence to KYC standards and timely Operational management
- Cross selling other Asset as well as Liability products of the bank
- Serving the clients by solving their queries
- Manage due diligence for all inward and outward transactions
- Categorizes risk of clients into Low, Medium and High
- Take care of miscellaneous updating /changes as requested by Account holders
- Generation of revenues through CASA and Third-Party Products
- Handling the locker formalities and ensuring all the documentation completion and assigning the same to the customer
- Ensure compliance with banking rules, regulations and procedures and adherence to KYC guidelines and clean note policy and ensure outstanding rating in audit
- Taking care of process improvement initiatives for the existing and taking care of Fraud transactions on daily basis and many more new processes
- Oversee daily operations of a branch office to ensure efficient and effective customer service
- Develop and implement policies and procedures to ensure compliance with banking regulations
- Monitor staff performance, coach and evaluate employees, and provide feedback and motivation
- Maintain and grow relationships with customers to increase business opportunities
- Manage and resolve customer complaints in a timely and professional management
- Research and analyze data to identify emerging trends and opportunities for growth
- Manage & supervise various functions of Operations of the branch as per defined process notes and in line with regulatory and compliance guidelines.
Branch Operations Manager
Kotak Mahindra Bank Ltd
Bhopal
04.2021 - 03.2023
- Implemented new operational procedures to enhance customer experience.
- Performed routine audits of branch operations to identify areas for improvement.
- Served as primary contact between the branch and corporate headquarters.
Authorizer
Kotak Mahindra Bank Ltd
Bhopal
04.2019 - 03.2021
- Provided valuable feedback on system improvements that resulted in increased automation and reduced manual intervention.
- Maintained updated knowledge of industry regulations, policies, and best practices to provide informed guidance to clients.
- Organized internal workshops on policy updates, keeping the team up-to-date on relevant changes affecting their work.
- Reduced errors in authorization documents by implementing a rigorous quality control process before submission.
Service Officer
Kotak Mahindra Bank Ltd
Bhopal
03.2016 - 03.2019
- Performed administrative duties such as data entry, filing, and record keeping.
- Identified opportunities for process improvement initiatives within the organization.
- Reconciled discrepancies between invoices, contracts, purchase orders.
Education
MBA -
Barkatullah University
Bhopal, India05.2016
B.COM -
Barkatullah University
Bhopal, India05.2009
Higher Secondary - Commerce
Sharda Govt High School Shujalpur
Shujalpur 06-2006
Skills
- Staff Management
- Sales and marketing
- Business planning
- Culture development
- Customer service management
Certification
- Certified Industrial Accountant, ICA, 2009
- Microsoft Specialist for Office Excel, Certificate of Excellence Microsoft, 12/2013
- National Certification In Modular Employee Skills, Govt Of India
- Certificate In Management Development Programme, Govt Of India
- National Certificate In Financial Management (NCFM)
Languages
- Hindi, Bilingual or Proficient (C2)
- English, Bilingual or Proficient (C2)
Personal Information
Date of Birth:- 03/11/89
Marrital Status:- Married
Home Town:- Shujalpur
Timeline
Service Manager
Kotak Mahindra Bank Ltd
04.2023 - Current
Branch Operations Manager
Kotak Mahindra Bank Ltd
04.2021 - 03.2023
Authorizer
Kotak Mahindra Bank Ltd
04.2019 - 03.2021
Service Officer
Kotak Mahindra Bank Ltd
03.2016 - 03.2019
MBA -
Barkatullah University
B.COM -
Barkatullah University
Higher Secondary - Commerce
Sharda Govt High School Shujalpur
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