Mandeep Singh Khosla

Indian Bank

07.2022 - Current

Assist the branch manager in loan account processing, ensuring compliance with banking regulations and procedures.
Manage daily banking operations, including cash handling, customer transactions, and account-related services.
Answer customers' questions, and provide information on procedures or policies.
Provide on-site and field support for banking activities, enhancing customer service and operational efficiency.
Facilitate completion of banking forms and documentation in strict adherence to regulatory and procedural guidelines.
Collaborate with IT and marketing teams to gather insights on financial products and services, enabling targeted customer engagement and product promotion.
Evaluate financial reporting systems, accounting or collection procedures, or investment activities and make recommendations for changes to procedures, operating systems, other financial control functions.
Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.
Recommend strategies for clients to meet their financial goals, such as borrowing money through loans or loan programs, declaring bankruptcy, making budget adjustments, or enrolling in debt management plans.
Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.

Summary