NIKHIL SEWAK
Banker
Mumbai
Summary
A dynamic & goal-oriented professional targeting for challenging & rewarding opportunities in Operations.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Branch Incharge
ICICI Prudential Insurance Ltd.
Mumbai
12.2010
- Rendering services as Location Coordinator and In-charge of administrative activities of the branch activities, new business process involving Login & Underwriting process and getting the policies issued
- Performing the advisor recruitment formalities (scrutinizing, training, and licensing and code generation)
- Working in coordination with HO for issuance claims in given TAT, sales team, advisors, and so on
- Providing consultation, guidance and expert advice to management and other departments on technical, systems, and process-related topics
- Assessing the customer's portfolio and assisting them with financial and tax planning
- Managing the customer centric operations and ensuring customer satisfaction by achieving delivery / service quality norms; identifying prospective clients and generating business from existing client, thereby achieving business targets
- Maintaining healthy business relations with clients, ensuring maximum CSAT by achieving delivery & quality norms
- Implementing competent business strategies to market a wide range of products; achieving pre-set sales and profit targets; defining financial parameters within which the various operations of the branch must be executed
- Identifying and networking with financially strong and reliable Agents / Advisors, resulting in deeper market penetration and improved market share
- Monitoring operations for achieving increased growth and bottom-line profitability and initiating market development efforts; designing and streamlining processes to ensure smooth functioning of the business operations
- Harmonizing activities with the organization's macro level plans; aligning resources in line with the finalized branch targets of branches and performance estimates.
Manager
ICICI BANK ltd
Mumbai
10.2016 - Current
- As a Team Lead handled a team of Demat operation
- Monitoring of 3 in 1 account opening in Bank and NSDL system
- HUF, LLP and corporate account opening monitoring
- Co-ordination with DP tech team on tech issue cases for account activation
- Co-ordination with I-Sec broker on pending cases on a daily basis
- Responsibilities as a Team lead handles as team of CCA auditor
- NSDL monthly concurrent audit report to NSDL after discussion with CCA auditor and Product team of bank
- Monitoring of booklet dispatch to customer with the help of DP tech and courier vendor
- Monitoring of DDPI updation in demat account
- Monitoring of name change and signature in demat account
- Monitoring of group mapping and monthly statement for corporate customer
- Monitoring of physical request of account closure, modification in demat account received through courier by customer
- Monitoring of CML dispatched to customer
- Responsible for Monitoring of FCRM SR received from Branch
- Process review for existing product with process and product team of BANK.
Associate
Willis India Pvt Ltd
Mumbai
04.2015 - 10.2016
- As a Unit Manager handled a team of RTGS / NEFT process
- RTGS and NEFT transactions processing (Inward / Outward)
- Monitoring of transactions settlement between I-Core and SFMS (RBI Application)
- Co-ordination with technology and treasury team with respect to settlement issues
- Responsible for daily reconciliation of RTGS / NEFT accounts
- Continuous process review and improvements
- Ongoing system developments in RTGS / NEFT Inward in montran application
- Automation in RTGS / NEFT Outward processes through Robotics technique
- Automation of Credit Card transactions received through NEFT
- Credit to Prepaid Cards transactions received through NEFT
- Process review for existing products RTGS, NEFT.
Customer Service Executive
First Source Ltd
Mumbai
11.2008 - 01.2010
Customer Service Executive
Reliance Infocomm
Navi Mumbai
08.2007 - 10.2008
Education
B.Com. - undefined
VMV College, Nagpur University
12th - undefined
10th - undefined
Skills
Banking and Insurance Operations
Demat operation
Operations Management
Process Management
Team Management
Conferred with excellence performance in (ICICI Prudential Ltd) for FY 2013-14
Rated as the top branch in maximum customer upgrades to HNI in the new branch category
Led the designated Relationship Managers and Branch Sales Team for achieving the branch budget
Conferred with i-Vigilance award in recognition of vigilance demonstrated by identifying and reporting the security incident in ICICI Bank Nov 2021
Certificate of excellence for outstanding contribution towards digital sourcing (GI or non -life category) Aug 2020
Certification
J.P morgan Investment banking
Applications
- MS Office (Word, Excel & PowerPoint)
- Internet Applications
Personal Information
Date of Birth: 06/21/86
Extracurricular Activities
Completed Acting Workshop Certification (Level 1) from Anupam Kher Acting Associated with Shaimak Davar Dance Institute (Mansoon Masti Show)
Languages
English
Intermediate (B1)
Timeline
J.P morgan Investment banking
08-2024
Manager
ICICI BANK ltd
10.2016 - Current
Associate
Willis India Pvt Ltd
04.2015 - 10.2016
Branch Incharge
ICICI Prudential Insurance Ltd.
12.2010
Customer Service Executive
First Source Ltd
11.2008 - 01.2010
Customer Service Executive
Reliance Infocomm
08.2007 - 10.2008
B.Com. - undefined
VMV College, Nagpur University