Parvesh Chugh
Kaithal
Summary
Experienced in overseeing branch operations with always be selling, driving team performance and implementing process improvements. Strong background in customer service and staff management. Capable of streamlining operations and enhancing productivity while ensuring compliance with company policies.
Overview
9
9
years of professional experience
Work History
Operation Head
Capital Small Finance Bank
09.2024 - Current
- Handling all operations and cross selling
- Cash Management and lobby management
- Customer service and compliance
- Team Handling
- Audit and Revenue Management
Operations Head
Capital Small Finance Bank Ltd
09.2019 - 07.2021
- Managing all the operations of Branch like Account opening and processing, Authorization of Cash entries, RTGS, NEFT, Fund Transfer, Clearing operations etc
- With cross selling.
Personal Banker
HDFC Bank Ltd
02.2018 - 09.2019
- Managing Portfolio of 127 HNW Family groups
- Providing them better financial solutions and services along with Cross Selling of Bank Products such as Account opening, Life Insurance, General Insurance, Mutual Funds, Retail Assets, Wholesale Assets etc.
Assistant Sales manager
Axis Bank Ltd
07.2015 - 01.2018
- Direct selling of Banking Products like Account opening, Life Insurance, General Insurance, Mutual Funds etc.
Branch Sales Manager
Axis Bank Ltd
- Leading a team of 10 sales executive in two branches, motivating them to achieve assigned budgets, doing joint calls for better conversion in terms of CASA, Life Insurance, GI, MF, Loans etc.
Education
MBA (Finance) -
Haryana college of Technology and Management, Kaithal, Kurukshetra University, Kurukshetra
B.Com -
R.K.S.D. (PG) College, Kaithal, Kurukshetra University, Kurukshetra
XII -
O.S.D.A.V. Public School, Kaithal, CBSE
X -
O.S.D.A.V. Public School, Ktl., CBSE
Skills
- Effective communication skills
- Efficient Management skills
- Good convincing power
- Target oriented
Personal Information
Hobbies: Playing Cricket., Listening Music & Singing Songs.
Disclaimer
I hereby declare that above furnished particulars are true to the best of my knowledge and belief.
Timeline
Operation Head
Capital Small Finance Bank
09.2024 - Current
Operations Head
Capital Small Finance Bank Ltd
09.2019 - 07.2021
Personal Banker
HDFC Bank Ltd
02.2018 - 09.2019
Assistant Sales manager
Axis Bank Ltd
07.2015 - 01.2018
Branch Sales Manager
Axis Bank Ltd
MBA (Finance) -
Haryana college of Technology and Management, Kaithal, Kurukshetra University, Kurukshetra
B.Com -
R.K.S.D. (PG) College, Kaithal, Kurukshetra University, Kurukshetra
XII -
O.S.D.A.V. Public School, Kaithal, CBSE
X -
O.S.D.A.V. Public School, Ktl., CBSE
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