Manish Kumar Jagtiani
Branch Operation Manager
Delhi,DL
Summary
I am highly numerate, analytical and an IT literate graduate. I am a highly focused and dedicated Retail Banking Executive with exceptional financial skills and a strong client satisfaction record. Adept at explaining complex fiscal principles and processes to a variety of professional and lay audiences in a clear and understandable manner. Excellent manager of both small and large teams of retail banking staff using a cordial and professional approach. I am also a certified BA from NSE Academy (NCFM).
Overview
7
7
years of post-secondary education
14
14
years of professional experience
Work History
Branch Operations Manager
HDFC Bank Ltd
Delhi, Delhi
09.2012 - Current
- Trained employees on proper procedures and strategies to improve productivity.
- Maintained branch files for major accounts, investments and employees.
- Performed fortnightly compliance checks.
- Cooperated with HNW teams and Personal Banker's to devise efficient marketing strategies and meet company objectives.
- Maintained friendly and professional customer interactions.
- Gathered and reviewed customer feedback to improve operations.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Complied with regulatory requirements including Bank Secrecy Act and Anti Money Laundering.
- Boosted branch sales by developing and deepening customer loyalty through incentive programs.
- Uncovered and resolved strategic and tactical issues impacting sales management and business operations.
Transaction Processing Associate
Yes Bank Ltd
Gurgaon, Haryana
06.2010 - 08.2012
- Entered Payments data to online system for completeness and validity.
- Reconciled documentation of file to provide accurate transfer of funds.
- Settled funds and verified accuracy in internal accounting system.
- Processed entries to make adjustments and post to client accounts.
- Initiated online transaction processing to eliminate lengthy processing time.
- Created client files in CMS systems to track transactions and create client base.
- Input transfer data into Macros in Excel and manually updated accounting and certificate records.
Relationship Manager
Axis Bank Ltd
Delhi, Delhi
07.2009 - 05.2010
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.
- Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services.
- Planned portfolio solutions after carefully analyzing clients' financial health and future requirements.
- Educated customers about digital channel options and process.
Branch Operations Officer
ICICI Bank Ltd
Delhi, Delhi
07.2007 - 06.2009
- Balanced daily cash and ATM, immediately documenting all inaccuracies.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Identified improvement changes regarding key processes for internal controls and accounting procedures.
- Help customers with channel migration and resolving queries as single Window Operator.
- Handle Inward/Outward and clearing cheque entries and making relevant schedules.
- Handle cash from vault and making relevant entries in Composite Vouchers as head of cash depts.
- Make other routine transactions.
Education
Bachelor of Science - Computer Sciences
Delhi University
Delhi 04.2003 - 03.2007
Post Graduate Diploma - Banking And Financial Support Services
IFBI
Delhi 05.2007 - 07.2007
XII - Commerce
Kulachi Hansraj Model School
Delhi 04.2002 - 03.2003
Business Analytics Certification - Data Analytics
NCFM
IMS PROSCHOOL 2019.11 - Current
Skills
Python
Data Analyst
Tableau
Relationship building and management
Compliance reviews
Strong team-builder
Proficient in MS Office
Timeline
Business Analytics Certification - Data Analytics
NCFM
2019.11 - Current
Branch Operations Manager
HDFC Bank Ltd
09.2012 - Current
Transaction Processing Associate
Yes Bank Ltd
06.2010 - 08.2012
Relationship Manager
Axis Bank Ltd
07.2009 - 05.2010
Branch Operations Officer
ICICI Bank Ltd
07.2007 - 06.2009
Post Graduate Diploma - Banking And Financial Support Services
IFBI
05.2007 - 07.2007
Bachelor of Science - Computer Sciences
Delhi University
04.2003 - 03.2007
XII - Commerce
Kulachi Hansraj Model School
04.2002 - 03.2003