Madan Singh Mehta
23 mehta niwas Quila Bareilly
Summary
Responsible for selling and monitoring all financial bank products and generating potential business for financial consultants. Opened and monitored customer accounts and built strong customer relationships. Ready to bring 10 years of rich banking experience to a challenging new position.
Branch manager with exceptional drive and dedication to accomplishing business objectives and exceeding customer expectations. Several year history of success in the field.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Branch Manager
YES BANK LTD
Jaspur
04.2023 - Current
- Ensured regulatory compliance and managed branch operations to maintain operational integrity.
- Supervised staff across operations, including account management and customer service, streamlining bank functions.
- Resolved customer issues effectively by identifying their needs and providing tailored solutions.
- Conducted regular performance reviews for all employees in the branch.
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Monitored financial performance of the branch on a monthly basis.
- Provided guidance and support to team members regarding problem resolution and customer service issues.
- Planned work schedules to maintain adequate staffing levels.
- Resolved escalated customer complaints in a timely manner.
- Verified cash by balancing cash drawers and maintaining cash count records.
- Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
Senior Personal Banker
YES BANK LTD
Bazpur
02.2021 - 03.2023
- Cultivated customer relationships to deliver personalized banking solutions that enhanced client satisfaction.
- Managed customer relationships to provide tailored banking solutions.
- Utilized sales techniques such as cross-selling additional products or services to increase revenue potential for the bank.
- Assisted clients with account openings and service inquiries effectively.
- Resolved client issues and complaints promptly to ensure satisfaction.
- Educated customers on digital banking tools and services offered by the bank.
- Monitored customer accounts regularly for suspicious activity or fraud attempts.
- Employed cross-selling techniques to promote additional products, contributing to increased revenue for the bank.
Assistant Manager
AXIS BANK LTD
Bareilly
04.2020 - 02.2021
- Managed daily operations and ensured compliance with banking regulations.
- Supervised team members and facilitated training for new employees.
- Coordinated customer service initiatives to improve client satisfaction and loyalty.
- Developed promotional activities to attract new customers to the bank.
- Maintained up-to-date knowledge of competitor products and pricing in market served.
Officer Sales
Axis Bank Ltd
Bareilly
05.2018 - 04.2020
- Increased sales by managing customer relationships and implementing proactive sales strategies.
- Assessed customer needs on-site, established contracts, and delivered products.
- Managed customer account inquiries and provided timely resolutions.
- Processed loan applications and verified documentation for compliance.
- Assisted in the development of branch marketing strategies and initiatives.
Business Development Executive
Axis Bank Ltd
Bareilly
10.2017 - 05.2018
- Secured highest volume account in branch, contributing to overall revenue growth.
- Executed cross-selling initiatives for Li, Gi, Mf, and Otr products.
- Developed strong client relationships to drive business growth and customer satisfaction.
- Conducted market research to identify new opportunities and industry trends.
- Collaborated with cross-functional teams to enhance service offerings and solutions.
Financial service consultant
ICICI PRUDENTIAL
07.2016 - 08.2017
- Achieved individual and branch targets consistently, contributing to overall branch performance.
- Achieved individual and branch targets on a consistent basis.
- Assisting branch to achieve their assigned budget in life insurance
Education
Master of Business Administration - Marketing, Finance
Lotus Institute of Management
Bareilly, UPBachelor of Business Administration - Commerce
Lotus Institute of Management
Bareilly, UPIntermediate - Commerce
Reena model inter college
High School -
Reena model inter college
Skills
- Business development expertise
- Sales strategy development
- Decision-making
- Financial performance analysis
- Operational efficiency
- Regulatory compliance
- Risk assessment
- Strategic planning
- Client engagement
- Team leadership
- Workplace collaboration
- Staff training
- Performance evaluation
- Time management
- Effective communication
- Customer service
- Problem solving
- Business development
- Talent acquisition
- Marketing proficiency
- Decision-making
Certification
Certified IRDA (Insurance Regulatory and Development Authority of India)
Accomplishments
- Medal of Honour and certificate of appreciation from RBBH Liability sales.
- Appreciation certificate in life insurance, General insurance, casa.
- Win contest Lunch & Dinner with Circle Head (A drive of Life Insurance, Mutual funds, CASA numbers).
Disclaimer
I, hereby declare that the information furnished above is true to the best of my knowledge and belief.
Languages
- English
- Hindi
- English
Personal Information
- Father's Name: Mr. Inder Singh
- Date of Birth: 06/03/94
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Languages
English
Advanced
C1
Hindi
Advanced
C1
kumaoni
Advanced
C1
Timeline
Branch Manager
YES BANK LTD
04.2023 - Current
Senior Personal Banker
YES BANK LTD
02.2021 - 03.2023
Assistant Manager
AXIS BANK LTD
04.2020 - 02.2021
Officer Sales
Axis Bank Ltd
05.2018 - 04.2020
Business Development Executive
Axis Bank Ltd
10.2017 - 05.2018
Financial service consultant
ICICI PRUDENTIAL
07.2016 - 08.2017
Master of Business Administration - Marketing, Finance
Lotus Institute of Management
Bachelor of Business Administration - Commerce
Lotus Institute of Management
Intermediate - Commerce
Reena model inter college
High School -
Reena model inter college