Prithvi Mehta
Dhar
Summary
Detail-oriented and results-driven banking professional with over 6 years of experience in retail banking, operations, and compliance within a major public-sector bank. Proven track record of managing back-office operations, collaborating with regional branches, and ensuring regulatory compliance, including CKYC error rectification and account management. Adept at streamlining processes, driving operational efficiency, and coordinating cross-functional teams. Strong background in customer service and sales, with a focus on enhancing branch performance and ensuring customer satisfaction.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Associate
State Bank of India
2023.08 - Current
Operations Associate (Back Office) | State Bank of India
- Collaborated with a network of 36 branches across the region to rectify CKYC errors in account opening and data uploads, ensuring compliance with regulatory standards.
- Led a nomination drive for Sukanya Samriddhi and PPF accounts, coordinating with branches to meet nomination targets and enhance customer service.
- Monitored and followed up on branch pendencies, including BGL (Branch General Ledger) critical entries, ensuring timely resolutions and adherence to internal processes.
- Developed and maintained relationships with branch managers and staff to streamline operations and enhance efficiency across the region.
Associate
State Bank of India
2020.06 - 2023.07
- Analyzing requirements of new & existing customers at the time of account opening products such as Life/General Insurance and Mutual Funds (Equity & Debt) to identify and execute cross-selling opportunities
- Conducting monthly customer meets & workshops to spread awareness of different financial avenues and products to enhancing financial inclusion and last-mile connectivity
- Promoting nearly a dozen of digital products and diverting customers to alternate delivery channels to Managing branch footfall
- Achievements: Enabled ~20% YoY growth in branch revenue by converting cross-selling and up-scaling opportunities on a regular basis
- Increased CASA deposits in the branch by over 95% in 2 years
- Received Employee of the Month award for opening 500+ savings accounts in a single month (highest out of 1200 peers).
Junior Associate
State bank of India
2018.12 - 2020.06
- Facilitating Digital banking products such as the YONO application for reducing dependence on branch banking and enabling banking from home
- Quick and Timely response to customers’ queries with regards to service charges, Term deposit rates and other miscellaneous queries
- Identified different financial products and recommended suitable bank products and services to customers
- Achievements: Diverting customers to alternate delivery channels such as Banking correspondents on regular basis reducing footfall by 35%
- Increased deposits in the branch by more than 60% between 2019 and 2020.
Education
BMS(FINANCE) - undefined
Bhavan’s College
Mumbai, Maharashtra12th Grade - undefined
Green Field Public Academy
Indore, Madhya Pradesh10th Grade - undefined
Emerald Heights International School
Akola, MaharashtraSkills
- Knowledge of Financial principles and Financial Products.
- Sales and Marketing of Financial products.
- Accounting and Cash management.
- Operations Management.
- Communication and interpersonal skills
- Microsoft Excel.
- Retail and customer banking.
Certification
- JAIIB And CAIIB, Indian Institute of Banking and Finance, IIBF, 09/2020
- NISM Certifications in Mutual Fund Distributors, 07/2017
- NISM CERTIFICATIONS in Securities Market foundation, 08/2017
- NISM CERTIFICATIONS in Financial Markets, 10/2017
- NISM CERTIFICATIONS In Equiy Derivatives, 02/2018
- IC-38 CERTIFICATION EXAM OF CORPORATE AGENTS BY INDIAN INSTITUTE OF INDIA, 05/2023
Languages
English
Hindi
Awardsandactivities
Placed 13th among 250 participants in Essay competition, State Bank of India, 04/2023
Leadership Experience
- Public Speaking participant, State Bank of India, Participant at multiple digital and financial awareness events conducted by SBI in various government departments and schools sensitizing potential and existing customers regarding bank’s financial products and digital products.
- Conducted Financial Literacy seminars, At various levels such as Village and District levels for financial inclusion with a team of 6-8 members on regular basis.
Timeline
Senior Associate
State Bank of India
2023.08 - Current
Associate
State Bank of India
2020.06 - 2023.07
Junior Associate
State bank of India
2018.12 - 2020.06
BMS(FINANCE) - undefined
Bhavan’s College
12th Grade - undefined
Green Field Public Academy
10th Grade - undefined
Emerald Heights International School
- JAIIB And CAIIB, Indian Institute of Banking and Finance, IIBF, 09/2020
- NISM Certifications in Mutual Fund Distributors, 07/2017
- NISM CERTIFICATIONS in Securities Market foundation, 08/2017
- NISM CERTIFICATIONS in Financial Markets, 10/2017
- NISM CERTIFICATIONS In Equiy Derivatives, 02/2018
- IC-38 CERTIFICATION EXAM OF CORPORATE AGENTS BY INDIAN INSTITUTE OF INDIA, 05/2023
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