PREETHI B NAIR
Palakkad
Summary
Professional with extensive experience in strategic planning and operations management, adept at developing and executing marketing initiatives that enhance branch visibility and drive growth in account openings. Demonstrated ability to streamline processes through effective staff training and mentoring, resulting in improved efficiency and service delivery. Proven track record of managing financial performance by analyzing reports and adjusting strategies to meet revenue targets, while fostering a culture of teamwork and accountability among staff. Skilled in cross-functional collaboration to integrate technology solutions that optimize operations and enhance customer experience.
Overview
12
12
years of professional experience
Work History
Assistant Vice President- (Branch Head)
CSB Bank LTD
Marancheri
03.2025 - Current
- Developed and executed strategic marketing plans, driving increased branch visibility and growth in account openings.
- Streamlined operational processes through staff training and mentoring, resulting in improved efficiency and service delivery.
- Managed financial performance by analyzing reports and adjusting strategies to meet quarterly revenue targets effectively.
- Collaborated with cross-functional teams to integrate technology solutions, optimizing branch operations and enhancing customer experience.
- Fostered a culture of teamwork and accountability among staff, leading to increased collaboration and improved branch performance.
- Championed employee development initiatives, enhancing skills and promoting career growth within the branch team.
- Collaborated with upper management to create long-term business plans.
- Conducted regular staff meetings to discuss progress on projects and initiatives.
- Resolved customer complaints in a timely manner while maintaining excellent service standards.
- Coordinated with marketing to develop branding and promotional strategies.
- Implemented customer service excellence standards to enhance client satisfaction and loyalty.
- Identified and pursued new business opportunities to expand market presence and revenue streams.
- Facilitated team meetings and workshops to align on goals and strategies.
- Established and maintained relationships with key stakeholders to support business objectives.
- Used strong issue resolution and communication skills to cultivate and strengthen lasting client relationships.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Improved productivity initiatives, managing budgets and accounts, coordinating itinerary and scheduling appointments.
- Formed and sustained strategic relationships with clients.
- Implemented successful business strategies to increase revenue and target new markets.
- Reviewed financial statements and sales or activity reports to measure productivity or goal achievement.
- Led branch operations to enhance customer service delivery, resulting in increased client retention and satisfaction.
- Developed and implemented strategic sales initiatives that improved branch revenue and strengthened community relationships.
Manager - (Branch Operations Head)
Axis Bank LTD
Edappal
09.2021 - 02.2025
- Enforced customer service standards and resolved customer problems to uphold quality service.
- Coached, mentored and trained team members in order to improve their job performance.
- Developed and implemented strategic plans to achieve company objectives.
- Oversaw marketing initiatives, increasing brand awareness and sales.
- Resolved customer complaints and issues promptly, maintaining a positive brand image.
- Conducted performance reviews for team members.
- Evaluated individual and team business performance and identified opportunities for improvement.
- Led a team of branch operations staff to streamline processes, enhancing overall operational efficiency and service delivery.
- Analyzed customer feedback to drive enhancements in service delivery, resulting in improved customer satisfaction and loyalty.
- Monitored daily branch transactions, ensuring accuracy and completeness.
- Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
- Worked cross-functionally to plan and establish branch goals, supporting strategic objectives.
- Established and built customer relationships through targeted outreach and initiatives.
- Designed sales and service strategies to improve revenue and retention.
- Grew business banking relationships through proactive outreach.
- Supported outside sales force in servicing and obtaining new business.
Deputy Manager
HDFCBank Ltd
Edappal
10.2019 - 09.2021
- Develop and implement strategic plans for the branch in alignment with the overall organizational goals.
- Identify opportunities for growth and improvement in branch operations.
- Manage the branch budget effectively.
- Monitor financial performance and implement cost-control measures.
- Ensure compliance with financial policies and procedures.
- Recruit, train, and supervise branch staff.
- Foster a positive and productive work environment.
- Set performance goals and provide regular feedback to team members.
- Resolve interpersonal conflicts within the team.
- Ensure excellent customer service is provided by the branch.
- Being the Common Authorizer, ensure smooth functioning of the branch.
- Developing skills for the branch staffs by proper guidance and training.
- Focus on asset products like corporate banking, business banking SME, retail loans and credit card business.
- Regular audit checks to comply with the lay down procedure and ensure complete adherence.
- Enhanced customer service and ensure better stickiness of better engagement and offering all digital platforms to migrate customers to complete digitalization.
- Handling customer complaints and offering hassle free solutions to make them happy.
- Ensured better cross sell opportunities by offering better banking experience to all customers.
- Focus on increasing branch book size, acquiring HNW customers and rendering services to make them for sole banking.
- Responsible for service quality maintenance and audit compliance.
Assistant Manager - (Common Authorizer)
HDFC Bank Ltd
Changaramkulam
02.2018 - 11.2018
- Led a team to enhance operational efficiency, resulting in streamlined processes and improved service delivery standards.
- Managed customer service inquiries and complaints in a timely manner.
- Managed daily operational tasks and addressed customer inquiries, fostering a positive banking experience and maintaining service quality.
- Assisted in developing marketing strategies for new financial products, contributing to increased customer engagement and product awareness.
- Advised customers on best practices related to account management and payment processing.
Assistant Manager
HDFC Bank Ltd
Thrissur
07.2014 - 02.2018
- Led daily operations, optimizing branch processes to enhance customer service and improve overall efficiency.
Education
Post Graduated - Business Administration
Vels University (VISTAS)
Chennai, IndiaBSc - Computer Science
Calicut University
KeralaSkills
- Strategic planning
- Customer relationship management
- Financial analysis
- Performance management
- Market analysis
- Team leadership
- Process improvement
- Issue resolution
- Cross-functional collaboration
- Customer service standards
- Business development
- Operations management
- Effective relationship building
- Department policies & procedure implementation
- Decision making & judgment
- Issue resolution skills
- Business performance management
Accomplishments
- Qualified IRDA certification.
- Awarded various prize for university centum in institutional training.
Languages
- English
- Hindi
- Tamil
- Malayalam, Native or Bilingual Proficiency
- English, Full Professional Proficiency
- Hindi, Limited Working Proficiency
- Tamil, Limited Working Proficiency
Personal Information
- Hobbies: Music, Reading, Cooking
- Date of Birth: 05/30/88
- Gender: Female
- Nationality: Indian
- Marital Status: Single
Languages
English
Beginner
A1
Malayalam
Proficient
C2
Hindi
Elementary
A2
Tamil
Elementary
A2
Disclaimer
I hereby declare that the above mentioned information is correct and true as per my knowledge
Timeline
Assistant Vice President- (Branch Head)
CSB Bank LTD
03.2025 - Current
Manager - (Branch Operations Head)
Axis Bank LTD
09.2021 - 02.2025
Deputy Manager
HDFCBank Ltd
10.2019 - 09.2021
Assistant Manager - (Common Authorizer)
HDFC Bank Ltd
02.2018 - 11.2018
Assistant Manager
HDFC Bank Ltd
07.2014 - 02.2018
Post Graduated - Business Administration
Vels University (VISTAS)
BSc - Computer Science
Calicut University