MS Office
Lokesh Konagala
Banking Professional
Hyderabad
Summary
With a decade-long journey in the banking sector, I bring extensive experience as a Branch Operations Head and Relationship Manager. My expertise lies in team management and leadership, profound knowledge of banking procedures, investment products, and insurance, and the ability to manage and nurture client relationships. I am adept at ensuring compliance with regulatory standards and have a proven track record of effectively managing a wide range of banking activities. I am committed to driving branch success and fostering a positive client experience.
Overview
9
9
years of professional experience
2
2
Certifications
Work History
Banker Authorizer & First Select Relationship Manager
IDFC First Bank Ltd
Hyderabad
03.2021 - Current
- As a Banker Authorizer I have courteously provided a variety of banking services to customers and oversees all major banking operations. Adept at applying effective management skills. Specialize in working in a fast-paced environment to meet customer needs and ensure efficient banking operations.
- Managing a branch holds book size 630 Crore and Leading a team with total of 5 members in branch who directly reports me.
- My prime work includes in scaling up the retail banking business for the bank by leading customer service, cross-sell, and premium customer acquisition for the branch, that includes NRIs, HNI Clients and Ultra HNI Clients.
- Collaborated with the Branch Manger to develop and manage budgets, sales goals and marketing initiatives.
- Developing constructive relationships with key local clients and working closely with them to boost volume of business by establishing a strong foundation with them as their financial partner of choice. Collaborating with cross sell team and product teams for the same.
- Responsibility of owing the customer experience at branch and deepening the relationship. It includes working with client to help them make the right financial decisions by providing them with information about financial products.
- Handling group of key clients providing financial advisory services to the customers and offering portfolio investment services.
Branch Operations Manager
Kotak Mahindra Bank Ltd
Bangalore
11.2019 - 03.2021
- As a manager my role is to look after branch operational work and drive my team to achieve sales targets for various products comes under Assets and Liabilities (Investments, PL, HL, AL and CC) given by management.
- I was leading a team with total of 10 members in branch.
- My operational work includes in providing customer service, handling complaints and queries, handling legal notices or statutory notices, deceased claims if any.
- Build a network of resources within retail and supporting divisions.
Deputy Branch Manager
ICICI Bank Ltd
Bangalore
12.2016 - 11.2019
- As a Deputy Branch Manager my role in this organization is to look after operations and focus on cross sales.
- Leading a team with total of 8 members from branch operations.
- My major operational work includes, providing accurate service to customers and reach the satisfactory levels. Based on organization service parameters I should put my best to achieve 100% score without any escalations and rejections for customer services. As a responsible employee I always did my best to achieve the same.
- Hands on experience on handling EDD, AML and KYC.
- Well versed with legal notices and complaints related to banks.
Assistant Manager
Axis Bank Ltd.
01.2016 - 11.2016
- Leading a team of 5 members and guiding in all aspect to work done on time
- Handled the south and north team of Centralized CTS grid operation (CCGO) department
- Scrutinizing and verify the Outward and Inward cheques for north and south grids trough Cheque Truncation Process within RBI closing time
- Marking returns for both inward and outward clearing cheques as per rules
- Handling daily activities and coordinate with branches to do the needful as per bank policy.
Education
MBA - Marketing & HR
Osmania University
Hyderabad06.2011
BSc - Computers
Andhra University
Visakhapatnam06.2009
Skills
Team Management and Leadership
Accomplishments
- Best performer of May 2018 for generating 1 Crore personal loan leads and got disbursed in a single month.
- Best performer for maximum JEWL loan disbursements for the year 2017-2018, awarded on Zonal Head Challenge Contest, ICICI Bank, November 2017.
- Achieved 5 Star rating in internal audit (IAD), ICICI Bank for the year 2017-2018.
- Achieved 129% with my targets for the contest 'Fast & Furious' in FY 2021-22 and 142% for the contest 'Final Lap' in FY 2022-23
Motherlanguage
Telugu
Personal Information
- Date of Birth: 03/25/86
- Gender: Male
Software
Finacle
CRM
Languages
English
Advanced (C1)
Telugu
Advanced (C1)
Hindi
Advanced (C1)
Odiya
Upper intermediate (B2)
Kannada
Intermediate (B1)
Certification
IRDAI
Timeline
AMFI
06-2023
IRDAI
06-2022
Banker Authorizer & First Select Relationship Manager
IDFC First Bank Ltd
03.2021 - Current
Branch Operations Manager
Kotak Mahindra Bank Ltd
11.2019 - 03.2021
Deputy Branch Manager
ICICI Bank Ltd
12.2016 - 11.2019
Assistant Manager
Axis Bank Ltd.
01.2016 - 11.2016
MBA - Marketing & HR
Osmania University
BSc - Computers
Andhra University
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