A competent leader and a result-oriented professional offering 13.1 years of which 10 years of experience in Banking Sector with expertise in Branch Banking Sales, Operations and Audit & Compliance, Customer / Client Relationship Management and Customer Service; presently spearheading functions with BANDHAN BANK LTD as Branch Manager.
Hi, I’m
Puneet Madan
Regional Head Branch Banking
Pune
Summary
Overview
16
years of professional experience
4
Certifications
1
Language
Work History
IDFC First Bank Ltd
Regional Head
07.2024 - Current
Job overview
- Increased revenue by identifying new business opportunities and closing high-value deals.
- Improved regional performance by implementing strategic sales initiatives and effective team management.
- Expanded market presence with targeted marketing campaigns and strong customer relationship building.
- Conducted regular performance reviews, setting clear expectations and supporting employee development initiatives.
- Implemented data-driven decision making, using analytics to identify trends and inform strategy development.
- Drove innovation within the region by encouraging creative problem-solving approaches among team members.
- Mentored junior team members for career growth, contributing to a skilled and motivated workforce.
- Streamlined operations for increased efficiency through process improvements and staff training.
- Developed a collaborative culture, fostering teamwork and open communication throughout the region.
- Monitored staff performance by actively engaging in and observing day-to-day activities.
- Managed budgets responsibly while investing in long-term growth opportunities that yielded positive returns.
IDFC First Bank Ltd
Regional Head Unsecured Loans
06.2022 - 06.2024
Job overview
IDFC First Bank Ltd
Cluster Head
06.2020 - 05.2022
Job overview
- Maximized revenue growth with strategic planning, market analysis, and targeted marketing campaigns.
- Evaluated performance metrics regularly to identify areas for improvement in customer service standards.
- Led successful projects from inception to completion, ensuring timely delivery and stakeholder satisfaction.
- Built a culture of excellence within the team by setting clear expectations, providing regular feedback, and celebrating success.
- Increased employee engagement levels through transparent communication, recognition programs, and career development opportunities.
- Collaborated closely with other cluster heads to share best practices, driving overall organization-wide improvements.
- Coordinated cross-functional teams to achieve project milestones while managing risks and resources effectively.
- Provided expert advice on cluster-related matters, influencing senior stakeholders'' decision-making processes.
BANDHAN BANK LTD
Branch Manager
02.2017 - 12.2017
Job overview
- Spearheading Cash Operations
- Efficiently handling Clearing and Front Office Desk (Customer Requests, Queries, Non – Cash Transactions)
- Responsible for Audit parameters of the Branch, maintaining a good rating throughout the tenure
- Successfully implementing policies and procedures for all round development of the branch as well as reducing overall cost of the branch
- Accountable for Client Servicing
- Proficiency in submitting the following Monthly and Yearly reports to Corporate office/RBI
- Identifying prospective clients, generating business for new accounts
- Cross-Selling of other products to existing customers in building relationship with them (e.g. Life Insurance, Gold Coins, SIP, FDs and other Fee products)
- Generating business through various activities like canopy activity, gram samvad in villages, etc.
- Managing both Sales and Operations team for smooth functioning of Branch and generating business for the organization
- Career Path
- Branch Manager , Jabalpur(MP) - (Dec.17 – Present)
ICICI BANK LTD
Branch Manager- Cluster Branch (Hoshangabad, M.P.)
03.2010 - 02.2017
Job overview
- Junior Officer(CASA) -2010
- Probationary Officer - 2011
- Deputy Branch Manager - 2012
- Career Path
SPANCO BPO
Customer Service Representative
10.2009 - 02.2010
Job overview
GLOBAL DIRECT (DSA) (Vodafone)
Marketing Executive
07.2009 - 09.2009
Job overview
Education
Manipal University
MBA from Banking & Finance
University Overview
ICICI Manipal Academy, Manipal University
PGDB from Banking & Finance
University Overview
St Aloysius College, RDVV
Bachelor of Commerce
University Overview
Skills
Branch Banking Sales & Operations
Certification
AMFI
Accomplishments
Accomplishments
- Special RH invitation for giving training to New Joinee for Audit and Compliance and Risk.
- Got Memento and Certificate from Senior General Manager, Zonal Head and Regional Head in Life Insurance contest qualification.
- Got Certificate from Regional Head on being No. 1 in Audit and Compliance Parameters.
- Qualifying in various contests for Life Insurance, Account Sourcing, Gold Sales etc.
- Got Memento in Computer Application stream in 2nd Year.
- Achieved all the targets and expectations set by the seniors.
- Given many leaders to the organization by providing guidance , knowledge and training and hand holding them.
- Rated well through out the years.
PROFILE AT A GLANCE
PROFILE AT A GLANCE
- A keen planner, strategist & implementer with expertise in establishing & managing branch banking operations with key focus on bottom line profitability by ensuring optimal utilization of resources
- In-depth knowledge of banking products and banking industry practices, process and procedures as well as regulations related to quality control
- Thorough understanding of business operations and success in steering them to enhanced growth with vision to drive business excellence through efficient operations and client servicing
- Increased revenue, profit & portfolio through expertise in business development, relationship building, developing / nurturing new markets and providing exceptional service
- Efficient in carrying out customer-centric operations & ensuring customer satisfaction by achieving delivery & service quality norms
- Well versed in the management of cross-functional teams; deep understanding of quality management in a service environment; leadership in designing of creative solutions aimed at maximizing customer satisfaction
Timeline
Regional Head
IDFC First Bank Ltd
07.2024 - Current
Regional Head Unsecured Loans
IDFC First Bank Ltd
06.2022 - 06.2024
Cluster Head
IDFC First Bank Ltd
06.2020 - 05.2022
Branch Manager
BANDHAN BANK LTD
02.2017 - 12.2017
Branch Manager- Cluster Branch (Hoshangabad, M.P.)
ICICI BANK LTD
03.2010 - 02.2017
Customer Service Representative
SPANCO BPO
10.2009 - 02.2010
Marketing Executive
GLOBAL DIRECT (DSA) (Vodafone)
07.2009 - 09.2009
Manipal University
MBA from Banking & Finance
04.2013
ICICI Manipal Academy, Manipal University
PGDB from Banking & Finance
04.2011
St Aloysius College, RDVV
Bachelor of Commerce
04.2008
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