Summary
Overview
Work History
Education
Skills
Timeline
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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

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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

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Manish Kumar JagtianiBranch Operation Manager