NITIN PUNDIR
Muzaffarnagar
Summary
Dynamic banking professional with proven expertise in customer service and relationship management at Shri Baiju Finance & Investment Limited. Successfully optimized branch operations, driving revenue growth and enhancing service quality. Skilled in new client acquisition and financial analysis, consistently exceeding targets through strategic initiatives and effective leadership.
Overview
5
5
years of professional experience
Work History
Assistant Branch Manager
Shri Baiju Finance & Investment Limited
Noida
09.2024 - 09.2025
- Assisted in managing daily branch operations and customer service initiatives.
- Invested funds and recommended appropriate dividend issuances based on historical dividend patterns and expected cash flows.
- Managed relationships with tax authorities, bankers and auditors.
- Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.
- Increased efficiency and drove branch revenue by optimizing daily operations.
Branch Development Officer
Equitas Small Finance Bank
Greater Noida
02.2024 - 09.2024
- New client acquisition.
- Cross selling of third party Products.
- Generating CASA & FD to grow Book.
- Customer service by visiting and by entertainment customers at Branch.
- Onboarding of New customers by enabling their Internet Banking and Mobile Banking.
- Generous to participate in market activities to generate quality leads and tend to make spot closures.
- Acquisition of NR accounts through references and from ETB & NTB Customers.
- Cold calling in the catchment area on daily basis for any sort of banking services or products for customer engagement.
- Generating asset leads for customer engagement with bank even if the customer is not associated with our Banking services & products by any means.
- Delivering Credit cards by convincing the customers or any reference.
- Responsible for Current Account Acquisition.
- Generating Life insurance leads and converting them at best possible efficiency.
- Prepared reports on program performance to inform strategic decision-making within the bank.
RMNR
ICICI Bank
01.2023 - 01.2024
- Enabling QR code at merchant to make sure customer make transactions through our Bank.
- Convincing the customers for Door Step Banking to make them feel easy to do maximum possible banking with us.
- Cross selling of third party Products like General Insurance, Health Insurance, SIP's & Mutual funds.
- Regular cold calling in industrial areas of catchment to generate maximum leads on daily basis to overachieve NTB targets.
- Liaisoning with Real Estate for acquisition of RERA Accounts.
- Working on calling data for those customers who are making business transactions in Savings account advising them by setting up meeting and converting it into Current account.
- Opening of Demat account for sourced savings account.
- Acquisition of NR accounts.
Branch Sales Officer
Bandhan Bank Ltd
12.2021 - 01.2023
- New customer acquisition of CASA.
- Cross selling of all third party Products.
- Participating in daily activities like plants sapling, ATM activities & distribution of COVID kits amid COVID-19 to generate leads and spot closure.
- Efficiently working in planned societies activities in weekend for maximum customer engagement and for spot conversion of leads.
- Cold calling in Industrial areas of catchment for NTB acquisition.
- Generating Asset leads and converting them with the help asset manager by visiting the customers place.
- Selling Credit Cards.
Computer Operator
R S PRINT FAB DYE PVT LTD
11.2020 - 04.2021
- Operated printing machines to ensure smooth production workflow.
- Monitored equipment performance and reported issues promptly.
- Maintained quality control standards during the printing process.
- Documented daily operations and machine performance for reporting purposes.
- Managed email accounts by creating aliases, forwarding emails or resetting passwords.
- Assisted users with setting up their workstations, printers, scanners and other peripherals.
Education
B.Com -
CCS University
Meerut01.2018
12th -
UP Board
Allahabad01.2015
10th -
UP Board
Allahabad01.2013
Skills
- Customer service
- Relationship management
- New client acquisition
- Problem solving
- Branch service quality
- Leadership development
- Staff management
- Operations management
- Loan expertise
- Staff development
- Account analysis
- Financial software
- Banking
Languages
- Hindi
- English
Personal Information
- Date of Birth: 07/31/98
- Nationality: Indian
- Marital Status: Married
Timeline
Assistant Branch Manager
Shri Baiju Finance & Investment Limited
09.2024 - 09.2025
Branch Development Officer
Equitas Small Finance Bank
02.2024 - 09.2024
RMNR
ICICI Bank
01.2023 - 01.2024
Branch Sales Officer
Bandhan Bank Ltd
12.2021 - 01.2023
Computer Operator
R S PRINT FAB DYE PVT LTD
11.2020 - 04.2021
B.Com -
CCS University
12th -
UP Board
10th -
UP Board