NaveenKumar Kolloju

Closely interact with the clients every day to understand their needs, advise them accordingly, and generate other business leads through this channel.

Conducted periodic KYC updates as per customer risk category (Low, Medium, High).

Collaborated with internal compliance teams to support audit readiness, and risk mitigation.

Develop and manage relationships with key industry analysts from Gartner, Forrester, IDC, and Global Data, with a focus on banking, financial services, and fintech sectors.

Assisted in the development of departmental budgets by providing accurate financial data and forecasting trends based on historical patterns.

Track and analyze industry trends in banking and finance, providing strategic recommendations to leadership to strengthen market positioning.

Manage the plan and new schemes that are being introduced by the bank.

Responsible for supervising each department.

Cross-selling life insurance, general insurance, and mutual funds.

Handle all the other responsibilities related to the job.

Facilitated smooth external audits by providing the necessary documentation and addressing any concerns raised by external auditors promptly.

Helped a large volume of customers every day with a positive attitude and a focus on customer satisfaction.

Responsible for handling private banking customers and HNI (high net worth individuals).

Handling the Query Desk for taking care of customer requests and complaints.

Responsible for taking care of the banking operational aspects for specified senior citizens.

Ensuring that the Cash Balancing Register (CBR), Branch Document Register (BDR), Deliverable Register, Key Movement Register, Safe Register, Inward Register, and Outward Register are maintained properly by the Branch Operations Team.

Custodians of vaults and security stationery.

Expertise in handling locker operations, queries, and complaints.