Summary
Overview
Work History
Education
Certification
Skills
Work Preference
Timeline
Hi, I’m

Rajesh Balgotra

Assistant Branch Manager
Samba,Vijaypur Samba
Rajesh Balgotra

Summary

Dedicated and results-driven financial professional with a robust background in financial analysis, strategic planning, and risk management. Seeking to leverage my extensive experience and expertise in financial modeling, budgeting, and forecasting to contribute to the success of the organization as a Finance Manager. Committed to delivering insightful financial strategies, optimizing financial performance, and ensuring compliance with regulatory standards to drive organizational growth and profitability.

Overview

16
years of professional experience
1
Certification

Work History

Muthoot Finance
, State

Assistant Branch Manager
07.2022 - Current

Job overview

  • Managed overall branch operations, ensuring the achievement of financial targets and customer satisfaction
  • Developed and implemented strategies to increase branch profitability and efficiency
  • Supervised and mentored a team of financial advisors and support staff, fostering a collaborative and high-performance work environment
  • Maintained compliance with all regulatory and company policies, ensuring the branch operated within legal and ethical standards
  • Conducted market analysis to identify growth opportunities, optimize service offerings, and enhance competitive positioning
  • Facilitated training programs to improve team performance, product knowledge, and service delivery
  • Established and maintained strong relationships with customers, providing personalized financial solutions and exceptional service
  • Oversaw the preparation of financial reports, budgets, and forecasts to support strategic planning and decision-making
  • Implemented risk management practices to minimize operational risks and safeguard assets
  • Led initiatives to enhance customer experience, resulting in increased customer loyalty and retention.

HDFC Bank
Jalandhar, Punjab

Deputy Manager
08.2021 - 05.2022

Job overview

  • Assisted in overseeing branch operations, ensuring alignment with financial targets and service standards
  • Supported the Branch Manager in developing and implementing business strategies to drive growth and profitability
  • Supervised daily operations, ensuring compliance with regulatory requirements and internal policies
  • Coordinated with cross-functional teams to enhance operational efficiency and customer service delivery
  • Analyzed financial data to identify trends, variances, and opportunities for improvement
  • Contributed to the preparation of financial statements, reports, and forecasts to support strategic planning
  • Managed customer relationships, addressing inquiries and resolving issues to ensure high levels of customer satisfaction
  • Implemented risk management practices to mitigate operational and financial risks
  • Conducted performance reviews and provided training to staff to enhance their skills and productivity
  • Assisted in the development and execution of marketing campaigns to promote banking products and services
  • Collaborated with senior management to identify and pursue new business opportunities.

VIVO
, Jammu

Channel Manager
09.2017 - 08.2021

Job overview

  • Managed relationships with key channel partners, ensuring alignment with company sales and marketing objectives
  • Developed and executed strategic plans to expand channel partnerships and increase market penetration
  • Monitored channel performance, providing analysis and insights to optimize sales strategies and partner engagement
  • Coordinated with internal teams to support channel partners with marketing materials, training, and product information
  • Conducted regular meetings with partners to review performance, address concerns, and identify opportunities for growth
  • Implemented channel marketing programs and promotional campaigns to drive partner sales and brand awareness.

Anmol Life Pvt Ltd

Financial Manager
01.2009 - 09.2017

Job overview

  • Oversaw all financial operations, ensuring accurate and timely financial reporting and compliance with regulatory standards
  • Developed and implemented financial strategies to support the company’s growth objectives and enhance profitability
  • Managed budgeting, forecasting, and financial planning processes, providing insights to senior management for informed decision-making
  • Conducted detailed financial analysis to identify trends, variances, and opportunities for cost savings and revenue enhancement
  • Supervised the preparation of financial statements, ensuring accuracy and adherence to accounting principles
  • Led the finance team, providing mentorship and fostering a culture of continuous improvement and accountability
  • Collaborated with department heads to develop and monitor departmental budgets, ensuring alignment with overall financial goals
  • Managed cash flow, optimizing working capital and ensuring the company’s liquidity needs were met
  • Implemented and maintained internal controls to safeguard assets and ensure the integrity of financial data
  • Coordinated with external auditors, tax advisors, and regulatory bodies to ensure compliance and address any financial issues
  • Assisted in the evaluation and execution of investment opportunities, mergers, and acquisitions to support strategic growth.

Education

IGNOU

BA from

Diploma from Engg

Certification

Financial Modeling Budgeting and Forecasting Risk Management Strategic Planning Advanced Excel

Skills

  • Financial Modeling
  • Budgeting and Forecasting
  • Risk Management
  • Strategic Planning
  • Advanced Excel

Work Preference

Work Type

Full Time

Timeline

Assistant Branch Manager

Muthoot Finance
07.2022 - Current

Deputy Manager

HDFC Bank
08.2021 - 05.2022

Channel Manager

VIVO
09.2017 - 08.2021

Financial Manager

Anmol Life Pvt Ltd
01.2009 - 09.2017

IGNOU

BA from

Diploma from Engg

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Rajesh BalgotraAssistant Branch Manager