PANKESH SINGH
Banker
Patiala
Summary
- An experienced and well maintained professional having ample amount of knowledge in banking sector and seeking an opportunity in the organization to use my skills and be able to contribute to the firm for which I am working. I will put my best effort to learn the company's policies and make better decisions in the favour of the company.
- Having 12 years of total experience with banking & financial services.
- Maximum team handling profile managed.
- Providing solution to the customer's problems.
- Selling skills of insurance and cross sell products to the customers.
- Providing banking solutions to the rising needs of the customers.
- Services to sales managed and maintain good relationship with portfolio customers.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Branch Manager
Kotak Mahindra Bank
01.2023 - Current
- Manage the GL book size of branch CASA TD at branch banking. customer service & operations along with Cross sell TPP.
- Engaged employees in business processes with positive motivational techniques.
- Implemented service improvements to enhance sales cycle.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Increased overall workplace efficiency through the design of targeted training materials for various departments in the organization.
Asst. Branch Head
Bandhan Bank
09.2021 - 12.2022
- Manage the GL book size of branch CASA TD at branch banking. customer service & operations along with Cross sell TPP.
- Coordinated annual professional development courses for branch personnel.
- Created financial dashboards to provide insights into key performance indicators.
- Implemented service improvements to enhance sales cycle.
- Established strong relationships with local businesses to promote the bank''s services within the community.
PBA
HDFC BANK
02.2018 - 09.2021
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Strengthened customer relationships through attentive service and prompt resolution of inquiries.
- Cross-sold credit cards, loans and other bank products.
- Streamlined operations, implementing efficient processes to improve overall productivity and performance.
Assistant Manager
Kotak Mahindra bank
08.2017 - 02.2018
- Established team priorities, maintained schedules and monitored performance.
- Developed strong working relationships with staff, fostering a positive work environment.
- Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
- Maintained a clean, safe, and organized store environment to enhance the customer experience.
- Achieved sales targets consistently by driving daily sales activities and managing the sales pipeline effectively.
Business Development Manager
Axis Bank
05.2016 - 08.2017
- Maintained primary relationship accountability for clients, overall servicing responsibility and client satisfaction to maximize profitability of client relationships.
- Enhanced customer satisfaction levels through exceptional service and prompt resolution of client issues.
- Managed sales targets effectively to ensure consistent growth in a highly competitive market.
- Increased overall revenue by identifying new business opportunities and cultivating strong relationships with clients.
Sales Manager
Saluja Financial Services (p) Ltd.
10.2012 - 04.2016
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Resolved customer issues quickly to close deals and boost client satisfaction.
- Increased sales revenue by developing and implementing effective sales strategies.
- Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
- Prepared sales presentations for clients showing success and credibility of products.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
Education
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Skills
Good knowledge of management software and usage of its toolsundefined
Certification
IRDA & AMFI certified.
Personal Information
- Father's Name: S. Harjeet Singh
- Date of Birth: 09/09/1991
- Nationality: India
- Marital Status: Married
- Religion: Jatt Sikh
Timeline
Branch Manager
Kotak Mahindra Bank
01.2023 - Current
Asst. Branch Head
Bandhan Bank
09.2021 - 12.2022
PBA
HDFC BANK
02.2018 - 09.2021
Assistant Manager
Kotak Mahindra bank
08.2017 - 02.2018
Business Development Manager
Axis Bank
05.2016 - 08.2017
Sales Manager
Saluja Financial Services (p) Ltd.
10.2012 - 04.2016
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