Pawan Kaushik
Faridabad
Summary
Target driven, commercially aware Business development professional with more than two and half year of experience and an outstanding record of business development, research, bancassurance business sourcing while achieving set targets in HDFC Bank. Currently engaged in Operations and Front desk handling while maintaining service standards along with bank’s compliance in Axis Bank. Equipped with knowledge and hands-on experience, capable of working effectively in a fast-paced environment, both with a team and independently using sharp strategizing, analyzing, negotiation and organizing skill along with skilled myself with advanced Excel as well.
Dynamic Branch Relationship Officer excelling in compliance adherence and customer retention. Proven ability to resolve client queries and enhance banking experiences, driving branch success through effective portfolio management and financial product sales.
Overview
11
11
years of professional experience
8
8
years of post-secondary education
Work History
Branch Relationship Officer
AXIS BANK
Faridabad
07.2021 - Current
- Helping HNI clients in account opening, account activation and other banking needs.
- Responsible for HNI Client services, resolve their queries, handling their requests.
- Providing support to the relationship manager along with enhancing customer’s banking experience.
- Processing forex/travel card transactions along with inward and outward remittances.
- Making sure bank’s adherence to all the guidelines issued on time to time by RBI and Bank, helping in resolution to audit queries raised in bank’s audit.
- Responsible for maintaining banking standards as per central bank regulation at branch level.
- Process customer banking requests as per banking norms and compliance along with complaints handling.
- Responsible for processing of banking transactions at retail level that is NEFT/RTGS, Transfer, Cheque Clearing etc.
- Conducting financial market research for assisting clients and monitoring customer transactions as per compliance standards.
- Handled Death Claim Settlement as per the prescribed process along with locker operations and compliance.
- Following KYC and AML guidelines for maintaining Banking Standards as per regulators.
- Dedicated towards customer retention and value proposition.
- Counselling customers on banking products and services.
Relationship Manager
ICICI BANK
Faridabad
07.2018 - 04.2021
- Responsible for new customer acquisition and wealth management of branch for mapped client portfolio.
- Selling foreign exchange and trade remittance product of the bank along with growth in foreign currency revenue from portfolio.
- Penetration of retail assets, credit cards, third party products like Insurances, Mutual Funds etc.
Current Account Senior Officer
ICICI BANK
Faridabad
06.2017 - 03.2020
Current Account Sales Officer
ICICI BANK
Faridabad
08.2014 - 05.2017
Education
Amfi - AMFI
NISM Certification
08.2025 - 08.2028
IRDA Certification - Insurance
IRDA Certification
11.2025 - 11.2028
Bachelor of Computer Applications - Information And Computer Systems
Urmila Sr.Sec. School
Faridabad, India 07.2011 - 12.2013
Skills
- Compliance adherence
- Financial market research
- KYC and AML compliance
- Product knowledge
- Customer retention
- Problem solving
- Portfolio management
- Financial product sales
Languages
- English
- Hindi
Personal Information
Date of Birth: 11/07/93
Leadership Roles
- Secretary, Economics Society, PGDAV College, 2016
- Member, National Service Scheme, PGDAV College, 2016
Timeline
IRDA Certification - Insurance
IRDA Certification
11.2025 - 11.2028
Amfi - AMFI
NISM Certification
08.2025 - 08.2028
Branch Relationship Officer
AXIS BANK
07.2021 - Current
Relationship Manager
ICICI BANK
07.2018 - 04.2021
Current Account Senior Officer
ICICI BANK
06.2017 - 03.2020
Current Account Sales Officer
ICICI BANK
08.2014 - 05.2017
Bachelor of Computer Applications - Information And Computer Systems
Urmila Sr.Sec. School
07.2011 - 12.2013