Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Rakshathraj Poojary

Mumbai

Summary

An experienced banking professional with over 7+ years of experience in dealing with complex banking transactions and situations, with a high level of accuracy, and providing excellent customer service. I have been a detail-oriented team player with strong organizational and training skills. Have the ability to deal with multiple projects simultaneously with a high degree of accuracy. About my current banking profile, I am skilled at providing comprehensive transaction reviews and helping branch staff resolve the issues they face.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Deputy Junior Officer

Bharat Co-op Bank Mum. Ltd.
Mumbai
07.2018 - Current

CBS Functional Support - IT Dept.

  • Patch Application of Finacle on UAT & Production Environment.
  • Test case execution and analysis of the failed scenarios.
  • Worked with the development team to understand new changes.
  • Specializes in testing the functionality of Finacle 2.10 software applications to ensure they meet the specified requirements.

Branch Banking

  • Interacting with customers, advising them about various banking products and services, and handling queries via mail and calls.
  • All work related to CASA and Term Deposits, along with Marketing, viz. Account opening, documentation, service request, renewal, and closures, and many more.
  • Gathered and reviewed customer feedback to improve operations.
  • Handled over-the-counter transactions: Cash, Transfer, NEFT, RTGS, Clearing.
  • Verified customer profiles as per KYC norms, FATCA, and CRS.
  • Looked after term deposits, 15G and 15H, TDS.
  • Contributed innovative ideas and solutions to enhance team performance and outcomes.

Accountant

NELLAI VENTURE PVT LTD.
MUMBAI
06.2017 - 06.2018
  • Managed financial records and ensured accuracy of accounting entries.
  • Managed accounts receivable and payable, reconciled bank statements, and prepared financial reports.
  • Prepared monthly closing entries for multiple companies' books of records.
  • Reviewed invoices for accuracy and completeness prior to payment processing.
  • Specialized in IT filing, GST filing, and all types of online applications and licenses.

COMPUTER OPERATOR

SAIL INSTITUTE OF ADVANCE TECHNOLOGY PVT LTD
MUMBAI
08.2014 - 07.2015
  • Performed data entry tasks, including updating customer information in databases.
  • Input data from multiple sources and output data to various forms of physical media.

Education

CAIIB - Certified Associate of Indian Institute of Bankers

INDIAN INSTITUTE OF BANKING & FINANCE
MUMBAI
02-2025

MBA - Banking And Finance

NMIMS
MUMBAI
07-2024

JAIIB - Junior Associate of Indian Institute of Bankers

INDIAN INSTITUTE OF BANKING & FINANCE
MUMBAI
12-2020

Bachelor of Commerce - Accounting and Finance

Tolani College of Commerce
MUMBAI
04-2017

HIGHER SECONDARY CERIFICATE - Commerce

Tolani College of Commerce
MUMBAI
02-2014

Skills

  • Financial Core Banking CBS software
  • Basic knowledge of SQL and proficient in MS Office (Word, Excel, and PowerPoint)
  • Risk management and KYC verification
  • Customer service, administrative, and operational support
  • Ability to multitask and handle the team
  • Flexible and adaptable
  • Problem solving

Certification

  • Certification in Anti-Money laundering & Know your Customer.
  • Certificate for Excel expert

Languages

Kannada
First Language
Hindi
Proficient (C2)
C2
English
Proficient (C2)
C2
Marathi
Advanced (C1)
C1
Tulu
Proficient (C2)
C2

Timeline

Deputy Junior Officer

Bharat Co-op Bank Mum. Ltd.
07.2018 - Current

Accountant

NELLAI VENTURE PVT LTD.
06.2017 - 06.2018

COMPUTER OPERATOR

SAIL INSTITUTE OF ADVANCE TECHNOLOGY PVT LTD
08.2014 - 07.2015

CAIIB - Certified Associate of Indian Institute of Bankers

INDIAN INSTITUTE OF BANKING & FINANCE

MBA - Banking And Finance

NMIMS

JAIIB - Junior Associate of Indian Institute of Bankers

INDIAN INSTITUTE OF BANKING & FINANCE

Bachelor of Commerce - Accounting and Finance

Tolani College of Commerce

HIGHER SECONDARY CERIFICATE - Commerce

Tolani College of Commerce
Rakshathraj Poojary