Raghavendra Gopalam
Banking
Bangalore
Summary
Welcoming New Accounts Representative excited to transition to reputable company. Skilled at marketing bank products, handling account maintenance and evaluating new customer information. Hardworking and organized with exceptional time management abilities. Helpful New Accounts Representative committed to thoroughly interviewing individuals desiring to open new accounts. Skilled at explaining available banking services and preparing appropriate forms for new accounts. In-depth knowledge of sales and marketing procedures and techniques.
Overview
8
8
years of professional experience
1
1
Certification
4
4
Languages
Work History
Priority Relationship Manager
Standard Chartered Bank
01.2024 - Current
- Collected customer information and completed new account forms.
- Processed customer payments and account setup charges.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Tracked and processed customer account requests and applications.
- Explained account terms and conditions to customers.
- Activated new accounts and issued customer identification numbers.
- Maintained customer records and updated account information.
- Greeted customers and delivered information about new account processes.
Imperia Relationship Manager
HDFC Bank Ltd
04.2023 - 12.2023
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Monitored customer feedback and generated reports to identify areas of improvement.
- Facilitated workshops and seminars to educate customers on product features and benefits.
Head Personal Banker
HDFC Bank Ltd
01.2020 - 04.2023
- Built strong relationships with customers through positive attitude and attentive response.
- Established open and professional relationships with team members to achieve quick resolutions for various issues.
- Mentored and guided employees to foster proper completion of assigned duties.
- Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service.
- Held weekly team meetings to inform team members on company news and updates.
- Monitored time and attendance, enforcing compliance with company procedures relating to absenteeism.
- Promoted high standerds through personal example to help each member understand expected behavious and standards.
- Worked with team to identify areas of improvement and devised solutions based on findings.
- Assisted in recruitment of new team members, hiring highest qualified to build team of top performers.
- Cultivated positive relationships with vendors to deliver timely and cost-effective supply of services and materials.
- Devised and implemented processes and procedures to streamline operations.
- Increased daily sales by upselling banking products and financial services to customers
- Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
Deputy Manager
Yes Bank
04.2019 - 12.2019
- Introduced new methods, practices, and systems to reduce turnaround time.
- Evaluated suppliers to maintain cost controls and improve operations.
- Assisted senior manager with payroll, scheduling and cash deposits and receipts.
- Coordinated unloading merchandise from delivery truck.
- Liaised with team members, stakeholders and vendors to coordinate activities, provisioning, environment setup, risk mitigation and follow-up.
- Conferred with customers each day to maintain current understanding of needs and preferences, resolve issues, and promote brand loyalty.
- Eliminated functional bottlenecks by streamlining communication channels between management and employees.
- Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
- Stayed up to date on changing product and service options to provide top-notch support to customers and employees.
Branch Operations Manager
Ujjivan Small Finance Bank
04.2017 - 04.2019
- Trained employees on proper procedures and strategies to improve productivity.
- Assessed employee performance and developed improvement plans.
- Maintained friendly and professional customer interactions.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Generated financial and operational reports to assist management with business strategy.
- Engaged employees in business processes with positive motivational techniques.
Teller
ICICI Bank Ltd
09.2015 - 04.2017
- Educated customers on use of banking website and mobile apps.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Monitored and reported suspicious activity in line with bank security policies.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
- Assisted with training of new tellers on policies and procedures.
Education
Bachelor of Science - Physics
Sri Chaitanya College
Kadapa 04.2001 -
Skills
CRM Proficiency
Certification
PGDBO
Timeline
Priority Relationship Manager
Standard Chartered Bank
01.2024 - Current
Imperia Relationship Manager
HDFC Bank Ltd
04.2023 - 12.2023
Head Personal Banker
HDFC Bank Ltd
01.2020 - 04.2023
Deputy Manager
Yes Bank
04.2019 - 12.2019
Branch Operations Manager
Ujjivan Small Finance Bank
04.2017 - 04.2019
Teller
ICICI Bank Ltd
09.2015 - 04.2017
Bachelor of Science - Physics
Sri Chaitanya College
04.2001 -
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