Rahul Sharma

• Ensure to achieve overall Clusters budgets e,g CASA, IPG ,RA and RL
• Achievement of Cluster TFX budget through sale of - RA, RFR, RTD, Cards, TXB products etc
• Driving 2nd Product sale (Financial Products) to customers in ETB + NTB Book

Operational Efficiency, Cluster Audit Score of the branches mapped ,Re-KYC and field verification for the identified base of accounts in the Cluster

• Learning & Development : To learn and enhance the competency level for self by way of attending class room training as well passing all the AU modules of - E Learning modules roll out during the year
• Overall growth of cluster by 115% in FY 2021 to 2022
• We bagged eight promotions in FY 2021 to 2022
• Awarded as best cluster in overall performance 1
• Implemented trending initiatives to help drive sales across cluster.
• Monitored facility managers and staff performance through quarterly review assessments.
• Trained facility managers on company policy and procedure for similar performance throughout cluster.
• Managed cluster expenditure by adhering to set budget.
• Motivated, trained and disciplined employees to meet performance benchmarks.
• Assisted front-line staff with handling difficulties, resolving problems and managing large transactions.
• Assigned job roles and oversaw performance.
• Oversaw opening and closing of branch and monitored overdrafts, wire transfers, collections and stop payment orders.
• Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
• Developed and implemented office management procedures to increasing training team productivity and accuracy.
• Supervise administrative team members and provided constructive feedback, resulting in higher morale and increased employee retention.
• Developed highly-efficient administrative team through ongoing coaching and professional development opportunities.
• Resolved issues through active listening and open-ended questioning, escalating major problems to management.

• Achievement of all the budgets NOA as well as Values assigned to branch and ensure that the business so sourced is in compliance with the banking laws and regulations
• Achievement of all the budgets assigned to branch for Third party products (IPG) and other cross sell are met and ensure each staff member is actively participating for the achievement of their personal goals
• Achievement of Branch profitability targets by generating maximum revenue with the help of selling a product mix of low cost deposit and high revenue generating products e.g Life Insurance, Mutual Funds etc
• Liasoning with Marketing Team at Circle level for better positioning of the branch and ensure all the activities related to increase the visibility of the branch in the catchment are in place
• To make the Branch a profit centre
• To ensure that there is a healty competition of staff within the branch to enhance per staff productivity levels.rd
• To guide and mentor the staff with the latest changes across the product line and regulatory compliance of the bank and ensure that the staff is adequately educated to perform day to day operations
• To provide best in class service to the customers and engage them to various products of the bank and enhance the Total Relationship Value of the customer with the bank
• To ensure that all the leads generated by the Ops staff are attended and action is taken on immediate basis
• To handle and manage customers /Query complaints effectively and ensure that the best possible resolution is provided to customers within defined Turn Around Time
• To ensure that the branch sales model is in place and conduct regular review of the progress, to ensure that gaps if any are Addressed adequately.
• Engaged employees in business processes with positive motivational techniques.
• Forecasted trends and recommended improvements based on financial risk analyses.
• Resolved various issues impacting sales management and business operations.
• Enhanced branch production rates by handling staff conflicts, evaluations, hiring and termination processes and coaching employees on company protocol and payroll operations.

• Ensure to achieve CASA and IPG productivity of self and branch ops team ,
• Rural Lending, Term Deposits
• Achievement of OCS Productivity budgets for year
• Ensure stable growth through CASA ETB Deepening
• Operational Efficiency, SVR Score of branch mapped to individual functionalities ,Re-KYC and field verification for identified base of accounts in branch
• Learning & Development : To learn and enhance the competency level for self by way of attending class room training as well passing all the Axis Leap - E Learning modules roll out during the year
• Identified partnership opportunities and established favorable business connections.
• Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
• Assessed employee performance and developed improvement plans.
• Maintained friendly and professional customer interactions.
• Gathered and reviewed customer feedback to improve operations.

• Ensure to achieve CASA and IPG productivity of self and branch ops team ,
• Rural Lending, Term Deposits
• Achievement of OCS Productivity budgets of the year
• Ensure stable growth through CASA ETB Deepening
• Operational Efficiency, SVR Score of the branch mapped to individual functionalities ,Re-KYC and field verification for the identified base of accounts in the branch
• Learning & Development : To learn and enhance the competency level for self by way of attending class room training as well passing all the Axis Leap - E Learning modules roll out during the year
• Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
• Generated new business and referral clients in partnership with financial advisors and branch team.
• Educated customers about [Product or Service] options and processed purchases.
• Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
• Maintained knowledge on banking products and distribution to provide optimal service support.
• Developed compelling presentation decks to gain approval for ideas and communicate results.
• Organized promotional events and interacted with community to increase sales volume.

• Ensure to achieve CASA and IPG productivity of self and branch ops team ,
• Rural Lending, Term Deposits
• Achievement of OCS Productivity budgets of the year
• Ensure stable growth through CASA ETB Deepening
• Operational Efficiency, SVR Score of the branch mapped to individual functionalities ,Re-KYC and field verification for the identified base of accounts in the branch
• Learning & Development : To learn and enhance the competency level for self by way of attending class room training as well passing all the Axis Leap - E Learning modules roll out during the year
• Maintained branch files for major accounts, investments and employees.
• Trained employees on proper procedures and strategies to improve productivity.
• Set up and supervised cash shipments.
• Boosted sales and customer loyalty through incentive programs.
• Performed monthly compliance checks.
• Completed daily Bank Secrecy Act reports.
• Implemented new organizational strategies to strengthen filing systems for billing, receiving and delivery reports to optimize processes.
• Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
• Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
• Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
• Implemented service improvements to enhance sales cycle.
• Replenished sales floor merchandise and organized shelves, racks and bins for optimal appearance.
• Maintained friendly and professional customer interactions.
• Engaged employees in business processes with positive motivational techniques.
• Complied with regulatory guidelines and requirements.

• Handling and co-coordinating teams of Business Development Executives ,Front Desk Officers and Relationship Managers for sales achievements
• Ensure KYC compliance of all accounts opened or to be opened in system and AMIS ratification
• Ensure achievement of Branch CA CDAB budget through NTB
• Ensure achievement of Branch SB CDAB budget through NTB (All Segments including SB-GOS)
• Achievement of deepening of Branch CA CDAB, SB-GOS & SB-TRS A/cs (fungible)
• Ensure achievement of Branch CA and SB Number of Accounts
• Achievement of BDE's Productivity as defined, and To Ensure achievement of IPG productivity of BDE's
• Achievement of Cross Sell through the Sales Channel + Retail Assets (own contribution)
• Ensure achievement of Branch CA + SB-GOS CDAB budget through NTB
• Company
• Demonstrated respect, friendliness and willingness to help wherever needed.
• Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
• Developed team communications and information for meetings.
• Carried out day-to-day duties accurately and efficiently.
• Increased customer satisfaction by resolving issues.
• Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
• Onboarded new temps by entering employee information into systems.
• Delivered services to customer locations within specific timeframes.

• Acquiring new corporate for salary relationships
• Relationship Management for a corporate salary clients
• Customer acquisition & cross sell to customers in existing portfolio
• Responsible for enhancing relationship with NTB customers
• Managing Operations like A/c opening, Fixed Deposit, and Forex etc
• Handling corporate for account opening and their service issues
• Deepening of existing salary account relationships
• Responsible for achieving TPP income target and No's
• Selling of Investment products like Mutual Fund, Insurance & Current account & Saving account 2
• Handling and co-coordinating teams of Business Development Executives ,Front Desk Officers and Relationship Managers for sales achievements
• Ensure KYC compliance of all accounts opened or to be opened in system and AMIS ratification
• Ensure achievement of Branch CA CDAB budget through NTB
• Ensure achievement of Branch SB CDAB budget through NTB (All Segments including SB-GOS)
• Achievement of deepening of Branch CA CDAB, SB-GOS & SB-TRS A/cs (fungible)
• Ensure achievement of Branch CA and SB Number of Accounts
• Achievement of BDE's Productivity as defined, and To Ensure achievement of IPG productivity of BDE's
• Achievement of Cross Sell through the Sales Channel + Retail Assets (own contribution)
• Ensure achievement of Branch CA + SB-GOS CDAB budget through NTB
• Company
• Demonstrated respect, friendliness and willingness to help wherever needed.
• Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
• Developed team communications and information for meetings.
• Carried out day-to-day duties accurately and efficiently.
• Increased customer satisfaction by resolving issues.
• Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
• Onboarded new temps by entering employee information into systems.
• Delivered services to customer locations within specific timeframes.

• Responsible for all banking operational activities in the Branch
• Authoriser for every cash and non-cash transaction
• Custodian for Branch ATM
• Scrutiny and checking of application forms.

• Handling Front Desk Office
• Handling Customer quarry and Bookings
• Handling Over all supervision of Check in Check out.

• Handling of Out bond call
• Handled Quality Checks
• Handled of Various Campaign
• Rahul Sharma Date