POOJA PATEL
AHMEDABAD
Summary
Retail Banking | Portfolio Management | Revenue Growth Results-oriented banking professional with 8+ years in the banking industry, specializing in branch operations, team leadership, regulatory compliance, and customer service excellence. Proven ability to improve operational efficiency, manage risk, and support business growth while ensuring smooth day-to-day branch functioning. Strong leadership and problem-solving skills with a focus on achieving organizational goals.
Overview
1
1
Language
8
8
years of professional experience
Work History
Manager To Senior Manager | Branch Operations Head
Axis Bank Ltd.
07.2023 - 09.2026
- Promoted as Branch Operations Head in July 2023 for strong performance and leadership.
- Managing end-to-end branch operations with focus on efficiency and service quality.
- Ensuring regulatory compliance and effective risk management.
- Leading team to achieve business targets and operational excellence.
- Driving customer satisfaction and smooth branch functioning aligned with bank objectives.
Assistant Manager To Manager- 10/2018 to 04/2023
Axis Bank Ltd.
10.2018 - 04.2023
- Joined as Assistant Manager – Customer Service Officer & Teller and promoted to Deputy Manager to Manager with consistent performance and operational excellence.
- Managed front-desk operations including NEFT, RTGS, DD issuance, transfers, and clearing activities.
- Handled teller operations, cash management, forex transactions, and locker services efficiently.
- Authorized banking transactions while ensuring full regulatory compliance.
- Acted as Backup Branch Operations Head supporting smooth branch functioning.
- Delivered strong customer service through effective query resolution and relationship management.
- Contributed to business growth through cross-selling of banking products.
- Trained and mentored new staff in customer service and operational processes.
Education
MBA - Finance
LDRP-ITR
Gandhinagar01-2017
Skills
Business Development & Sales Target Achievement Service Excellence & Customer Satisfaction,Branch Operations Management Customer Relationship Management,Banking Operations & Regulatory Compliance Strategic Planning & Coordination
Languages
Languages: English, Hindi, Gujarati
Declaration
I hereby declare that the above information is true and accurate to the best of my knowledge and belief.
Timeline
Manager To Senior Manager | Branch Operations Head
Axis Bank Ltd.
07.2023 - 09.2026
Assistant Manager To Manager- 10/2018 to 04/2023
Axis Bank Ltd.
10.2018 - 04.2023
MBA - Finance
LDRP-ITR