NISHIT

• Authorized transactions, including fund transfers, account modifications, and RTGS/NEFT transactions, are in compliance with internal and RBI guidelines.
• Reviewed documentation for accuracy and compliance before approval.
• Coordinated with internal departments to resolve discrepancies and mitigate risk.
• Ensured timely and error-free processing of high-value transactions.
• Trained junior staff on SOPs and transaction-handling procedures.

Key Achievements:

• Maintained a 100% compliance rate during internal audits.
• Improved transaction turnaround time by 15% through process optimization.

• Being a BRO I was responsible for both branch operations and sales that include cross-sell and upsell of various bank products and services.
• Assisted customers with account management, new product onboarding, and daily banking services.
• Handled 300 customer portfolio and doubled the book size.
• Promoted and cross-sold products such as savings accounts, fixed deposits, insurance, and mutual funds.
• Ensured compliance with KYC, AML, and RBI norms during customer onboarding.
• Maintained strong customer relationships through excellent service and follow-ups.
• Met and exceeded branch sales and service targets consistently.
• Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.

Key Achievements:

• Recognized for achieving top sales in mutual funds and insurance for three consecutive quarters.
• Successfully handled a customer base of over 300 clients, with high satisfaction ratings.
• Qualified Celebrations with the Regional Head contest on LI Drive, with the top contributor in the cluster.
• Every month, achieved targets and were productive in the LI business parameters.